Setting up a fundraise

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How to set up a fundraise

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To set up your fundraise

1. Create a deal: Navigate to Deals in your Admin panel and click New deal.
2. Add deal info: Add key details about the deal and customize specific details like vesting summary and investment target.
3. Add pool(s): You’ll need to create at least one pool before you fundraise. Pools control who gets access to your deal, and on what terms. Go to Fundraising > Pools.
4. Start fundraising: Once you click Start Fundraise, you can share the investment link so your investors can start investing in the deal.
   • You can start immediately or schedule a future raise.
   • To share with investors: copy the pool link to share.
   • Fundraising can be paused and resumed at any time.

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What is a pool?

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Pool Types

• Private Pool: Share a unique link with investors. Only link recipients can access and invest.
• All Members Pool: Makes the deal visible to everyone on your platform, appearing on the Fundraising page.
• Whitelist Pool: Manually add wallet addresses with specific maximum and minimum contribution limits per wallet.
• Tier-based pools: Create pools based on criteria like token holdings, NFTs, or user levels.

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Pool Management

• Open to Contributions: Toggle controls when pools become available for investment during fundraising.
• Pool Cap: Sets the maximum contribution limit; the pool automatically closes once reached.