Managing Offerings
An offering represents a single token sale campaign. You can run multiple offerings concurrently, each with its own pricing, caps, dates, compliance rules, and payment methods.
Creating a New Offering
To create an offering, click New Offering from the Dashboard or the Offerings page. You will need to fill in the following sections:
Basic Information
Offering Name — A descriptive name for the token sale (e.g., "Acme Security Token Series A").
URL Slug — A URL-friendly identifier auto-generated from the name (e.g., "acme-security-token-series-a"). This becomes part of the investor-facing URL.
Token Symbol — The ticker symbol for your token (e.g., "AST").
Token Type — The category of your token (e.g., "Security Token" or "Utility Token").
Financial Parameters
Currency — The base fiat currency for pricing and reporting (EUR, USD, GBP, or CHF).
Price per Token — The price of a single token in the selected currency.
Funding Target (Soft Cap) — The minimum amount you aim to raise.
Hard Cap — The maximum amount the offering will accept.
Min Investment — The minimum amount an investor can invest in a single order.
Max Investment — The maximum amount an investor can invest in a single order.
Sale Period
Start Date — The date and time when the offering opens for investment.
End Date — The date and time when the offering closes.
Compliance
Require KYC Verification — When enabled, investors must complete identity verification before investing. You can select either Blockpass or Sumsub as the KYC provider.
Cancellation Period — The number of days investors have to cancel their order after placing it (e.g., 14 days for regulatory compliance).
Blocked Countries — A list of countries whose residents are not permitted to invest. Investors from these countries are blocked during the KYC process.
Allowed Investor Types — Choose whether the offering accepts individual investors, institutional investors, or both. At least one type must be selected.
Payment Methods
Select which payment methods are available to investors. Payment methods are only enabled if the corresponding credentials have been configured in Settings:
Bank Transfer — Requires bank details (bank name, IBAN, BIC) to be configured in Settings.
Card Payment (Checkout.com) — Requires Checkout.com API keys to be configured in Settings.
Stablecoin — Requires an EVM xPub key to be configured in Settings.
If a payment method is not available, a message will indicate what needs to be configured and provide a link to the Settings page.
When stablecoin payments are enabled, you can also select:
Accepted Stablecoin Tokens — Which stablecoins investors can pay with (e.g., USDC, USDT, DAI, EURC).
Accepted Chains — Which blockchain networks are supported (e.g., Ethereum, Polygon, Arbitrum, Base).
At least one payment method must be selected to create an offering.
Managing an Existing Offering
After creating an offering, click on it from the Offerings list to open its detail page. The detail page is organized into two tabs: Details and Invest Page.
Details Tab
The Details tab shows all configuration for the offering and allows you to:
Change Offering Status
An offering can be in one of three statuses:
Draft — The offering is not visible to investors. Use this status while you are still configuring the offering.
Active — The offering is live and investors can view the landing page and place orders.
Closed — The offering is no longer accepting new investments.
Use the status buttons to move an offering through its lifecycle: Draft, then Active, then Closed.
Manage Payment Methods
You can update which payment methods are available after creation. Toggle payment methods on or off and click Save Payment Methods. The same eligibility rules apply — a payment method can only be enabled if the corresponding credentials are configured in Settings.
Upload Offering Documents
You can upload up to five documents (e.g., a prospectus, terms and conditions, or whitepaper) that investors can view and download. For each document:
Select a PDF file.
Enter a display name (e.g., "Prospectus" or "Terms & Conditions").
Optionally check Require investor agreement — if enabled, investors must check an "I agree" box for this document during checkout before they can proceed.
Click Upload.
Uploaded documents appear in the documents list. You can delete a document by clicking the delete icon next to it.
Configure Discount Tiers
Discount tiers let you offer reduced pricing based on investment amount, which is useful for early-bird or volume-based incentives. To add a tier:
Enter the minimum investment amount that triggers the discount.
Optionally enter a maximum investment amount (leave blank for no upper limit).
Enter the discount percentage (e.g., 10 for a 10% discount).
Optionally enter a label to describe the tier (e.g., "Early Bird" or "VIP Tier").
Click Add Tier.
Discount tiers are applied automatically during investor checkout. When an investor enters an amount that falls within a tier's range, the discounted token price is shown in real time.
You can delete a tier by clicking the delete icon next to it.
Reconcile Bank Transfers
For orders placed via bank transfer, you can upload a bank statement CSV to automatically match and confirm payments. The reconciliation process:
Click Choose CSV and select your bank statement export file.
Click Reconcile.
The system matches transactions by looking for the unique reference code (e.g., OM-1234-ABCD) that investors were instructed to include as the transfer subject.
Matched orders are automatically marked as Paid.
A summary shows how many orders were matched and how many were skipped.
Export Investor Addresses
Once an offering is complete and payments are confirmed, you can export a CSV file containing funded investor wallet addresses and their token amounts. This CSV is formatted as address,amount and is designed to be used directly with the Bitbond Token Tool for bulk token distribution (airdrop).
Click Export CSV from the offering detail page to download the file.
Investor Page URL
The detail page displays the full URL of the investor-facing landing page for this offering. You can copy this URL and share it with potential investors. The URL format is:
https://[your-domain]/invest/[subdomain]/[offering-slug]
Viewing the Offerings List
The Offerings list page shows all your offerings in a table with the following columns:
Offering — Name, token symbol, and URL slug.
Status — Draft, Active, or Closed.
Price — Price per token in the base currency.
Target — Funding target (soft cap).
Orders — Total number of orders for this offering.
Click Manage on any offering to open its detail page.
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