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📄 How to create a whitelist pool
📄 How to create a whitelist pool

In this article, we have added a step-by-step guide on how to create a whitelist pool.

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

With Presail, it is easy to make a pool that is only accessible to a list of wallet addresses you want to whitelist. There are no restrictions to how many pools you can create, and every pool can have unique min/max allocations, fees, and investment limits.
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📤 How To Create A Whitelist Pool [Basic Guide]

1️⃣ Click on the Deal you want to create a whitelist pool in.
2️⃣ Navigate to the Fundraising tab.
3️⃣ Click on the Add Pool button.
4️⃣ Choose the Whitelist option. Fill in the allocations, fees, and whitelisted addresses. Click Create pool.
5️⃣ The pool is now created and is accessible through the Pool link, next to Settings.

If you want to customize any allocations please scroll down to the advanced guide, or check out this article.


📤 How To Create A Whitelist Pool [Advanced Guide]

Step 1: Click on the Deal you want to create a whitelist pool in.

Step 2: Navigate to the Fundraising tab.

Step 3: Click on the Add Pool button.


Step 4: Choose the Whitelist option. Add the minimum investment requirement and the maximum investment cap in the pool. Add any fees to the pool if that applies, and decide whether you want the pool to have a fundraising cap. Proceed by adding any wallets you want to whitelist through a list, or by using a spreadsheet.

If you want to add Custom allocations before saving scroll down to the next steps, otherwise Click Create pool, the contribution page is now accessible to your investors through the Pool links in the middle above the pool names. Only whitelisted investors will access this specific pool through the contribution page.

Step 5: If you want to customize allocations for investors individually, you can do this through the use of Spreadsheets. First you create a new spreadsheet.

Step 6: Structure the allocation information in the sheet using the Format below.
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Column A: The EVM receiving wallet address.

Column B: The minimum allocation.

Column C: The maximum allocation.

Step 7: Mark the 3 columns and Copy the information.

Step 8: If you wish to update an existing pool go to the pool you want to set these custom allocations for. Click Settings.

Step 9: Paste the information in the Add Addresses field in the whitelist pool settings. Remember to click Create/Update pool.

Step 10: The contribution page is now accessible to your investors through the Pool links in the middle above the pool names. Only whitelisted investors will access this specific pool through the contribution page.

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