This section provides an overview of the Manager onboarding flow followed in the smallcase ecosystem.


TABLE OF CONTENTS




  • Introductory Call

Our business team will give you a walkthrough of the smallcase ecosystem and the Publisher platform.


  • SOP & Declaration Letter

We will share a Standard Operating Procedure (SOP) document for your perusal and a Declaration Letter that you need to fill and share back the signed copy with us.


  • Login Credentials and BPA

Once you share the Declaration Letter and post successful checks, the Publisher platform login credentials and other important links will be shared with you.


We will also share the Draft BPA for your perusal. 


You are required to share the details for the final BPA, post that we will share a signed and stamped BPA. You are required to revert with your signature.


  • Publisher Profile & Manager Website

When the BPA is under process, you can create & publish smallcases as well as complete your Publisher profile and micro-website formalities. 


You have to upload an Investor Charter on the Publisher Platform (which is a mandatory Compliance requirement).


  • Payment Setup and QA

After you share the signed BPA with your signature, the smallcase Team does the payment setup for your profile (Digio or Razorpay setup).


Once you publish your micro-website after filling the required details, the smallcase Business Team performs a detailed QA (Quality Assessment) of your profile and smallcases. 


Post successful checks, you are taken live on the smallcase platform.