Actors & Roles

Strata is a multi-actor financial coordination system with role-scoped truth and deterministic permissions.

Strata is fundamentally a multi-actor financial coordination system. Traditional infrastructure fragments issuers, investors, lenders, operators, transfer agents, and service providers across disconnected systems. Strata instead coordinates all actors through role-scoped truth and deterministic permissions — every participant sees and can act on exactly the surface their role grants.

The canonical actors

Operator

The institutional coordination backbone. Operators run lifecycle, compliance, funding, issuance, audit, and execution workflows across deals.

Manager

Deal builders and sponsors. Managers configure deals, submit assets, manage diligence, coordinate treasury, and prepare offerings for launch. Includes deal managers, sponsors, issuers, and commodity operators.

Investor

Participants who review offerings, complete KYC / accreditation, subscribe, e-sign, fund, and hold positions.

Treasury & Compliance

Actors who coordinate settlement, treasury operations, and the compliance controls that gate each lifecycle transition.

Role-scoped capabilities

Permissions in Strata are capability-based. An actor’s session carries a set of capabilities derived from their relationships to deals and assets, and every surface and action is gated against those capabilities. A manager who is not scoped to a deal does not see it; an investor without a portal capability cannot reach the portal.

Operators

Coordinate the institutional backbone: lifecycle transitions, compliance oversight, funding and issuance execution, and audit. They have the broadest operational authority but operate under policy controls.

Managers

Coordinate deal construction and investor onboarding for the deals they are scoped to: asset submission, deal configuration, treasury setup, and investor coordination.

Investors

Coordinate their own participation: identity, accreditation, subscription, signature, funding, and position management.

Deterministic permissions: authority is re-derived from an actor’s current relationships at request time — not snapshotted at login — so revoking a relationship immediately removes the corresponding capability.

See it in motion: Deal Lifecycle

How these actors drive a deal from Draft through Active.