One transaction record
Every document, decision, task and configuration is connected to the same bank-owned deal.
One bank · one asset · one approval chain
Bring an existing deal.
Issue it digitally.
A focused institutional pilot that turns the bank’s existing transaction documents and internal process into a coordinated workflow, contract configuration and bank-controlled signing rehearsal.
What the bank brings
Nothing new to invent.
The first pilot uses an existing institutional transaction. PrimaOrdia fits around the bank’s permissions, teams, wallet and control model.
Bank provides
- One existing private-credit, note or asset-backed transaction
- Current term sheet and available transaction documents
- One executive sponsor and one day-to-day deal lead
- Internal legal, compliance, risk, operations and technology contacts
- The bank’s existing wallet, custodian or offline signing path
PrimaOrdia provides
- A private transaction workspace
- PrimaFlow document-to-workflow extraction
- Tasks, blockers, reminders and critical-path insights
- A transparent smart-contract configuration
- A simulated signing and issuance rehearsal
- An audit-ready pilot outcome pack
Six-week pilot
A short path to a bank-controlled rehearsal.
The pilot does not require live investors, client money or a production deployment. It proves that one existing deal can move through a simpler coordinated digital process.
- Week 01Deal workspace
Load the deal
Set the mandate, upload existing documents and name the bank’s internal participants.
- Week 02Approved action plan
Generate the workflow
PrimaFlow extracts requirements, proposes tasks and identifies missing information for human review.
- Week 03Control matrix
Map rights and controls
Translate the existing terms, permissions, approvals and ownership model into a visible configuration.
- Week 04Contract specification
Configure the instrument
Prepare the network-neutral smart-contract specification and validate it against the approved transaction record.
- Week 05Issuance simulation
Run the rehearsal
Simulate approvals, bank signing, issuance events and lifecycle actions without moving funds or creating a live security.
- Week 06Decision pack
Measure the result
Compare steps, elapsed time, handoffs and unresolved controls against the bank’s current process.
Pilot success
Prove reduction, not theatre.
The pilot succeeds only if it demonstrates a simpler operating process the bank would genuinely use.
Fewer manual handoffs
PrimaFlow assigns and follows the next action instead of relying on disconnected email and spreadsheets.
Visible blockers
The bank can see what is preventing progression, who owns it and how long it has been open.
Human approval intact
Every legal, compliance, risk and signing decision remains with the institution’s authorized people.
Existing custody retained
No PrimaOrdia wallet is required and the bank keeps its own signing and custody infrastructure.
Reusable issuance pattern
The resulting workflow becomes a controlled template for the bank’s next comparable asset.
Pilot boundary
A rehearsal—not a public offering.
- No retail participants or public marketplace
- No transfer of client money
- No PrimaOrdia custody or private-key access
- No automated legal or compliance approval
- No live smart-contract deployment without a separate authorization
- No requirement to change the bank’s licence or operating structure
First pilot intake
Nominate one existing deal.
Tell us the asset type, jurisdiction and internal sponsor. We will return a short pilot map showing what stays with the bank and what PrimaOrdia automates.
Start the pilot conversation