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.
📤 How To Bulk Refund Multiple Investors [Simple Guide]
1️⃣ Click on the Deal you want to change the pool in.
2️⃣ Navigate to the Fundraising tab.
3️⃣ Select the investors you want to refund using the checkboxes on the left.
4️⃣ Click the blue Refund button.
5️⃣ Choose the percentage of the refund, press next and select the chain and currency.
6️⃣ Click the blue Approve button. Ensure that you set the spending cap in your wallet to Default, then click next.
7️⃣ Click the Proceed to payment button, then click Pay. You can now Confirm the transaction in your wallet.
8️⃣ The refund is now completed. You can view the TX hash at the bottom of the modal.
9️⃣ Investors get an email notification, and their allocation is updated automatically.
📤 How To Bulk Refund Multiple Investors [Video Guide]
📤 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.
