Project Creation & Management (Issuer Admin)

5.1 Creating a New Project

Prerequisites:

• You must be an issuer admin for an organization

• Your organization must be approved by platform admin

• You must have selected an organization (use the organization switcher if you manage multiple)

Steps to Create a Project:

Step 1: Navigate to Project Creation

1. Log in as an issuer admin

2. Ensure the correct organization is selected (check sidebar)

3. Navigate to Projects → Create New Project

Step 2: Complete Basic Information

Required Fields:

• Project Name: A clear, descriptive name for the asset

• Tagline: A short, compelling description (1 sentence)

• Description: Detailed overview of the asset and investment opportunity

• Property Type: Select from dropdown (Office, Retail, Residential, etc.)

• Asset Class: Real Estate, Infrastructure, Commodities, etc.

Location Information:

• Address: Full street address

• Coordinates: Latitude/longitude (auto-filled if available)

Step 3: Financial Details

Asset Valuation:

• Purchase Price: Original acquisition cost

• Appraised Value: Current appraised value

• Expected Exit Value: Projected value at exit

Performance Metrics:

• NOI (Net Operating Income): Annual net operating income

• Cap Rate: Capitalization rate (%)

• Target IRR: Internal rate of return target (%)

• Target Annual Return: Expected annual return (%)

Investment Terms:

• Target Amount: Total fundraising goal

• Currency: USD, EUR, etc.

• Investment Term: Duration in months

• Start Date: Fundraising start date

• End Date: Fundraising end date

Step 4: Use of Funds

Define how the raised capital will be used:

{
  "property_acquisition": 60,
  "renovations": 20,
  "operating_capital": 10,
  "legal_fees": 5,
  "platform_fees": 5
}

• Each category with percentage allocation

• Must total 100%

Step 5: Token Class Configuration

Create at least one token class for the project:

Token Class Fields:

• Class Name: e.g., "Class A Preferred"

• Token Symbol: e.g., "PROP-A"

• Price Per Token: Price in USD (or selected currency)

• Minimum Investment: Minimum investment amount

• Maximum Investment: Maximum investment amount (optional)

• Voting Rights: Yes/No

• Transferable: Yes/No

• Lockup Period: Months before tokens can be transferred

• Distribution Frequency: Quarterly, Annual, etc.

• Projected Yield: Expected annual yield (%)

• Asset Backing: Description of asset backing

Multiple Token Classes:

• Projects can have multiple token classes (e.g., Class A, Class B)

• Each class can have different rights, pricing, and terms

• Useful for creating tiered investment opportunities

Step 6: Media & Gallery

Hero Image:

• Upload a primary hero image for the project

• Recommended: High-quality, professional photo (1920x1080px)

Gallery Images:

• Upload multiple images showcasing the asset

• Supports: Property photos, renderings, floor plans

• Drag and drop to reorder images

• Add captions/descriptions for each image

Video:

• Add a video URL (YouTube, Vimeo)

• Optional but recommended for major projects

Blueprint/Floor Plan:

• Upload technical drawings or floor plans

• PDF format recommended

Step 7: Legal & Compliance

Offering Type:

• Reg D 506(b)

• Reg D 506(c)

• Reg A+

• Reg CF

Jurisdiction:

• Primary legal jurisdiction

• Securities law compliance region

Issuer Entity:

• Legal entity name issuing the tokens

• May differ from organization name

Legal Disclaimers:

• Required disclosure text

• Risk factors

• Investment suitability warnings

KYC/AML Status:

• Current compliance status

• Required for all projects

Step 8: Blockchain Details

Smart Contract:

• Smart contract address (if already deployed)

• Blockchain network (Ethereum, Polygon, etc.)

Service Providers:

• Escrow provider name

• Transfer agent name

5.2 Saving as Draft vs. Submitting

Save as Draft:

• Saves all progress without submitting for review

• Project remains in "draft" status

• Only visible to you and platform admins

• Can be edited at any time

• No approval required

Submit for Approval:

• Submits project to platform admin for review

• Changes project status to "submitted"

• Can no longer be edited without revoking

• Enters the approval workflow

• Platform admin receives notification

Best Practice:

• Save as draft frequently while working

• Only submit when project is complete and ready for review

• Ensure all required fields are filled

• Upload all necessary documents and images

• Double-check financial calculations

5.3 Required vs. Optional Fields

Required Fields (Must be completed before submission):

• Project name

• Description

• Property type

• Asset class

• Location address

• Target amount

• At least one token class

• Legal offering type

• Jurisdiction

Optional Fields (Recommended but not required):

• Tagline

• Hero image

• Gallery images

• Video URL

• Blueprint

• Purchase price

• Appraised value

• NOI, Cap rate, IRR

• Smart contract address

• Escrow/transfer agent details

5.4 Form Validation & Error Handling

The system validates your input in real-time:

Validation Rules:

• Currency values must be positive numbers

• Percentages must be between 0-100

• Dates must be in valid format

• Token prices must be positive

• Min investment ≤ Max investment

• Use of funds must total 100%

Error Messages:

• Red text appears below invalid fields

• Submit button is disabled until errors are resolved

• Hover over error icons for detailed explanations

---