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↕️ How to set variable allocations for individual investors
↕️ How to set variable allocations for individual investors

This guide shows you how to define custom min/max allocations for specific investors.

Milad Mirshahi avatar
Written by Milad Mirshahi
Updated over a week ago

By setting up a whitelist pool, you can set variable minimum and maximum allocations for each investor in a pool. This is currently only possible in whitelist pools.

  • You can manually adjust the min/max allocation using the whitelist pool settings after you've already created a whitelist pool. This can be handy if you need to tweak the allocations for a small number of investors.

  • You can adjust the min/max allocation with a spreadsheet before making a whitelist pool. This can be useful if your deal requires you to set up variable allocations for a large group of investors simultaneously, for example, for an NFT or Token based tier.

↕️ Adjust Allocations With A Sheet [Advanced Guide]

Step 1: Navigate to your desired whitelist pool and click on Settings. If you haven't created a whitelist pool yet please refer to this article.

Step 2: Keep the Settings modal open, and create a new spreadsheet. If you have an NFT-based or token-based setup, you can use the CSV spreadsheet export that lists all your token holders.

Step 3: Structure the allocation information in the sheet using the Format below.

Column A: The EVM receiving wallet address.

Column B: The minimum allocation.

Column C: The maximum allocation.

Step 4: Mark the 3 columns and Copy the information.

Step 5: Paste the information in the Add Addresses field in the whitelist pool settings. Remember to click Update/Save pool.

Step 6: The custom allocations for your investors have now been set. Investors can contribute using the Main Contribution Page, or the Deals tab in the investor portal. You can click the Pool link to directly enter that pool, or click Pool links to see the different pool links.

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