Investor Portal

Investor Portal

Overview

The Omnes Investor Portal provides institutional and accredited investors with secure access to invest, manage, and track their holdings in OMN — the Omnes Mining Note.

This guide explains the features and workflow of the portal from the perspective of an institutional investor. Individual investors will see a simplified version of the interface tailored to their account type.

Portal Sections

The Omnes Investor Portal is divided into four main sections:

1. Invest

Access available offerings and submit investment requests for OMN.

  • Browse active investment opportunities and tranches.

  • Review offering details, including subscription requirements and supporting documents such as the Private Placement Memorandum (PPM) and Subscription Agreement.

  • Submit investment requests directly from your verified entity account.

  • Track the progress of submitted subscriptions through each stage — draft, submitted, under review, and accepted.

2. Portfolio

View and manage your current holdings.

  • See all subscribed OMN positions and total portfolio value.

  • Filter holdings by investing entity.

  • Expand a holding to view its status, amount, and blockchain representation (tokenized or book-entry).

  • Access performance data and transaction history.

3. Orders

Track every subscription or redemption request submitted through the portal.

  • Monitor real-time order status, from creation to settlement.

  • Each record includes the OMN tranche, amount, and transaction date.

  • Orders remain accessible for reference and audit history even after completion.

4. Buy/Sell

Access the secondary market for eligible OMN positions when available.

  • View available buy and sell offers from verified investors.

  • Submit your own offer or accept an existing one.

  • Transactions are processed through the Omnes-approved T-REX environment, ensuring compliance and investor verification at all times.

  • Once executed, trades are reflected automatically in the Portfolio section.

Signing In

  1. Visit omnes.io and select Sign In.

  2. Enter your email address and password.

  3. Complete Two-Factor Authentication (2FA).

  4. After signing in, you will be directed to the Invest section by default.

Navigation

  • Use the left-hand sidebar to navigate between Invest, Portfolio, Orders, and Buy/Sell.

  • Use the user menu (top-right corner) to manage your profile or log out.

  • Navigation and content views are responsive across desktop and mobile devices.

Documents

Access all materials associated with your investments.

  • Statements: Monthly or quarterly investor statements summarizing balances and transactions.

  • Offering Documents: Product-specific documents such as the PPM, Subscription Agreement, and offering summary.

  • Compliance Files: Accreditation confirmations, AML/KYC verification records, and signed agreements.

All documents are automatically linked to your investing entity and can be downloaded at any time.

Settings

Manage your account and organization settings.

  • Update your contact information and organization profile.

  • Configure wallet addresses authorized to hold OMN tokens.

  • Add payout destinations for redemptions or distributions.

  • Manage entity information, including legal name and address.

Role-based permissions are supported. Each organization can have multiple users with designated access rights.

Support

For assistance with onboarding, investment processing, or portal functionality, contact the Omnes Investor Relations team at ir@omnes.io

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