With Presail, it is easy to refund your investors - whether you're doing a single refund to an investor or doing a bulk refund to a group of investors. If you want to refund an individual investor, check out this article for a full guide.
π€ How To Bulk Refund Multiple Investors [Simple Guide]
1οΈβ£ Click on the Deal you want to change the pool in.
2οΈβ£ Navigate to the Fundraising tab.
3οΈβ£ Select the investors you want to refund using the checkboxes on the left.
4οΈβ£ Click the blue Refund button.
5οΈβ£ Choose the percentage of the refund, press next and select the chain and currency.
6οΈβ£ Click the blue Approve button. Ensure that you set the spending cap in your wallet to Default, then click next.
7οΈβ£ Click the Proceed to payment button, then click Pay. You can now Confirm the transaction in your wallet.
8οΈβ£ The refund is now completed. You can view the TX hash at the bottom of the modal.
9οΈβ£ Investors get an email notification, and their allocation is updated automatically.
π€ How To Bulk Refund Multiple Investors [Video Guide]
π€ How To Bulk Refund Multiple Investors [Advanced]
Step 1: Click on the Deal you want to change the pool in.
Step 2: Navigate to the Fundraising tab.
Step 3: Select the investors you want to refund using the Checkboxes on the left. If you click on the checkbox on the top, you automatically select all investors at once.
Step 4: Click the blue Refund button.
Step 5: Choose how many Percent you want to refund to the selected investors, scroll down to the bottom of the module and click Next.
Step 6: Choose what Chain you want to refund on and the Currency you want to refund through. Click the blue Approve button.
Step 7: Choose the Default custom spending cap option. Click Next, and Approve.
Step 8: Click Proceed to payment. Then click on Pay.
Step 9: Click Confirm on metamask.
Step 10: The refund is now Completed. You can track the refund transaction using the link to the blockchain located above the Close button in the modal.
Step 11: Once the refund is complete, the refunded investors will get an Email Notification. Their respective investor portals are updated with the correct allocation.