Presail

Milad Mirshahi

Sebastian

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

Cap Table 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 cap table as a spreadsheet for any deal you have created on Presail.

📤 How do I export a spreadsheet of a cap table?

This article covers exactly what kind of data is included when you export a cap table.

ℹ️ What kind of data is included in a Presail cap table 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 do I 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 do I 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.

🌊 Move an allocation to a different pool

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

🔀 Log an OTC trade

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

🔄 How do I move an allocation to a new account wallet?

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

↕️ Can individual investors in a pool have varying allocations?

👤 What is an account wallet?

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

🗑 Is it possible to remove an allocation from the cap table?

Learn about what the errored tab is, and how to deal with transactions appearing in the tab.

❌ What is the Errored tab?

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 an investor has contributed outside of Presail, this guide will show you how to add the investors inside a cap table.

📇 How do I manually add an investor to the cap table?

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