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How can a trustee onboard 7000 investors for different projects?

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How can a trustee onboard 7000 investors for different projects?

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How can a trustee onboard 7000 investors for different projects?

How can a trustee onboard 7000 investors for different projects?

Dec 18, 2021

How can a trustee onboard 7000 investors for different projects?

As you might know, we love challenges. This was one of them we have seen that one of our clients established a few private sales for promising blockchain startups, but they wished to only use one platform to do so.

We will guide you through what you need to achieve the same if you wish to onboard either 700, 7.000, or 70.000 investors.

So first, you can simply sign up for your invest onboarding tool through investhub.io just register your account and create a tenant. (under 2 minutes)

After you created a tenant, you choose which package you wish to subscribe to:

You can choose from 39 CHF (Starter), 150 CHF (Medium), or 499 CHF (Premium) depending on which features you need. Please note that for the referral feature, you would at least need to signup for the Medium Plan.

After payment, you will receive an email shortly after (e.g 30–60 seconds) to finalize the setup for the tenant. You just need to set up your password for your Admin account on the tenant. Please note that should be different to your Investhub account.

Now it is time to set up 2FA under your Profile so that you can adjust Admin Settings.

You will provide the following link to your Investors: https://trustee1-dev.investhub.io/application/1337Project for example, whereas 1337Project can be any Referral code, so if your Project is called FootballDAO you will provide the URL in /application/FootballDAO

This is how it looks for your Investor for example:

so a quick recap:

  1. setup tenant (2 minutes)

  2. choose the right package (30 seconds)

  3. configure the referral code as mandatory (1 minute)

  4. start onboard either 700, 7.000, or 70.000 investors and pay as you go.

Something unclear?

Telegram: marchello
Whatsapp: +65 86 48 13 41
Phone Singapore: +65 86 48 13 41
Phone Liechtenstein: +423 797 86 81
Email: marcel@investhub.io

How can a trustee onboard 7000 investors for different projects?

Dec 18, 2021

How can a trustee onboard 7000 investors for different projects?

As you might know, we love challenges. This was one of them we have seen that one of our clients established a few private sales for promising blockchain startups, but they wished to only use one platform to do so.

We will guide you through what you need to achieve the same if you wish to onboard either 700, 7.000, or 70.000 investors.

So first, you can simply sign up for your invest onboarding tool through investhub.io just register your account and create a tenant. (under 2 minutes)

After you created a tenant, you choose which package you wish to subscribe to:

You can choose from 39 CHF (Starter), 150 CHF (Medium), or 499 CHF (Premium) depending on which features you need. Please note that for the referral feature, you would at least need to signup for the Medium Plan.

After payment, you will receive an email shortly after (e.g 30–60 seconds) to finalize the setup for the tenant. You just need to set up your password for your Admin account on the tenant. Please note that should be different to your Investhub account.

Now it is time to set up 2FA under your Profile so that you can adjust Admin Settings.

You will provide the following link to your Investors: https://trustee1-dev.investhub.io/application/1337Project for example, whereas 1337Project can be any Referral code, so if your Project is called FootballDAO you will provide the URL in /application/FootballDAO

This is how it looks for your Investor for example:

so a quick recap:

  1. setup tenant (2 minutes)

  2. choose the right package (30 seconds)

  3. configure the referral code as mandatory (1 minute)

  4. start onboard either 700, 7.000, or 70.000 investors and pay as you go.

Something unclear?

Telegram: marchello
Whatsapp: +65 86 48 13 41
Phone Singapore: +65 86 48 13 41
Phone Liechtenstein: +423 797 86 81
Email: marcel@investhub.io

How can a trustee onboard 7000 investors for different projects?

Dec 18, 2021

How can a trustee onboard 7000 investors for different projects?

As you might know, we love challenges. This was one of them we have seen that one of our clients established a few private sales for promising blockchain startups, but they wished to only use one platform to do so.

We will guide you through what you need to achieve the same if you wish to onboard either 700, 7.000, or 70.000 investors.

So first, you can simply sign up for your invest onboarding tool through investhub.io just register your account and create a tenant. (under 2 minutes)

After you created a tenant, you choose which package you wish to subscribe to:

You can choose from 39 CHF (Starter), 150 CHF (Medium), or 499 CHF (Premium) depending on which features you need. Please note that for the referral feature, you would at least need to signup for the Medium Plan.

After payment, you will receive an email shortly after (e.g 30–60 seconds) to finalize the setup for the tenant. You just need to set up your password for your Admin account on the tenant. Please note that should be different to your Investhub account.

Now it is time to set up 2FA under your Profile so that you can adjust Admin Settings.

You will provide the following link to your Investors: https://trustee1-dev.investhub.io/application/1337Project for example, whereas 1337Project can be any Referral code, so if your Project is called FootballDAO you will provide the URL in /application/FootballDAO

This is how it looks for your Investor for example:

so a quick recap:

  1. setup tenant (2 minutes)

  2. choose the right package (30 seconds)

  3. configure the referral code as mandatory (1 minute)

  4. start onboard either 700, 7.000, or 70.000 investors and pay as you go.

Something unclear?

Telegram: marchello
Whatsapp: +65 86 48 13 41
Phone Singapore: +65 86 48 13 41
Phone Liechtenstein: +423 797 86 81
Email: marcel@investhub.io

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