Manager Onboarding

Orion vault creation is permissioned. A manager must complete onboarding before creating or operating vaults. User investing generally remains open unless otherwise noted in the app.

This page covers managers who are not yet whitelisted. After approval, continue with Vault creation.

Managers new to Orion may skim the manager introduction and optional user docs so the infrastructure is clear before requesting access.

Who should onboard?

• Professional portfolio managers and teams
• Independent managers who intend to create and operate vaults

Wallet compatibility

Orion requires an EVM wallet address for vault management. Managers may use the custody and signing setup that matches their operational needs:

• Hot wallets
• Cold wallets
• Multisig / Safe
• MPC wallets

The same onboarding and whitelisting flow applies regardless of wallet type. For day-to-day app use, see Connecting a wallet.

Onboarding steps

1. Request access

   • Contact the Orion team by scheduling a call to start onboarding, providing a brief description of strategy focus and operational setup.

2. Organization verification (KYB/KYC)

   • Complete standard compliance checks for the organization and authorized signers.

3. Wallet verification

   • Share the onchain addresses that will be used for vault administration.
   • Orion will verify control and associate them with the organization.

4. Role assignment and whitelisting

   • Whitelisted addresses are granted manager/portfolio manager permissions required to deploy and manage vaults.

5. Sandbox access (optional but recommended)

   • Test flows on a supported test network using the app or SDK prior to mainnet deployment.
   • Use Accessing the app and, on Sepolia, Getting ETH on Sepolia.

6. Production enablement

   • After validation, addresses are enabled to create vaults in production.

After you are whitelisted

Once whitelisted, create and operate vaults here:

• Vault creation: app screenshots, Create Vault video, and Python SDK demo
• Strategist role: submit allocation intents
• Fee model: performance and management fees (also see Vault fees for users)

Updating whitelisted addresses

• To add or remove manager addresses, schedule a call with the Orion team. Changes will be applied after verification.

Support

• For onboarding or operational questions, reach out to the Orion team through official channels.