Presail

Milad Mirshahi

Sebastian

How to manage your allocations, and perform actions such as: refund, OTC, pool change and request info from your investors to have a single source of truth.

Allocation Management

Learn how to import deals to Presail in just 24-48 hours! We support Excel, CSV, and .tsv file types. No limit on deals to migrate.

🤝 Can I migrate/import past deals to Presail?

It is easy to export the allocation management as a spreadsheet for any deal you have created on Presail.

📤 How to export a spreadsheet of your allocation management

This article covers exactly what kind of data is included when you export the allocation management.

ℹ️ What kind of data is included in a Presail allocation management export?

Import & Export

Want to issue a refund to an investor? The funds will be sent to their receiving EVM wallet, not the wallet they invested from.

👈 Which wallet does a refund get sent to?

Presail makes it easy to refund your investors, while also keeping them up to date.

👨‍👩‍👧‍👦 How to bulk-refund multiple investors through Presail

In this article, we have added a video tutorial and a step-by-step guide on how to refund an individual investor.

🙋‍♂️ How to refund an individual investor through Presail

Refunds

Learn how to move an investor allocation between pools. Fully or partially transfer an allocation in just a few clicks.

🌊 How to move an allocation to a different pool

Easily track and log an OTC trade on an allocation and keep your allocation management up-to-date.

🔀 How to log an OTC trade

This guide gives you a breakdown of how to move an allocation to a new account.

🔄 How to move an allocation to a new account wallet

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

↕️ How to set variable allocations for individual investors

👤 What is an account wallet?

In order to remove an allocation from the allocation management, you have to refund the investor in question.

🗑 Is it possible to remove an allocation from the allocation management?

Allocations in the investor portal are displayed based on account wallets. By logging in to the correct account, you'll see your allocation.

🙈 An investor is unable to view an allocation in their investor portal. How should I proceed?

If investors have contributed outside of Presail, this guide will show you how to add the investors to your allocation management.

📇 How to manually add an investor to your allocation management

In the scenario that a wallet has been compromised, it is paramount that you move the investor's allocations to a new account.

Import & Export

Refunds

Allocation Management

Investor Management