> For the complete documentation index, see [llms.txt](https://docs.treem.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.treem.io/getting-started/project-creation-and-management-issuer-admin.md).

# 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:

```json
{
  "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

***