Token creators / issuers and investors need to safekeep their tokens. This can either be done through self-custody or by working with a third-party custodian (a bank or regulated financial institution that holds a custody license).

At the heart of token custody is the management of cryptographic keys. Someone who owns digital assets typically sees their so called public key or address. If you want to receive tokens, you need to give your public key to the token sender. You will normally find this key in your wallet.

If you want to send your tokens to another wallet (e.g. because you sold tokens to someone else), you will need their public key. When you send tokens, your wallet will sign the transaction with your private key.

In order to make sure that nobody can spend your funds or tokens, the private key needs to be managed in a highly secure way. At the same time convenience is important, so that tokens can be sent when necessary without an overly complicated approval process.

Custodians take the responsibility of managing private keys for investors and issuers in a secure and compliant way. They are therefore an important component in the whole setup of token offerings.

As the issuer of a token you normally don't hold tokens for a long time. Typically tokens are distributed to investors shortly after they are minted.

However, often additional tokens need to be minted after the primary issuance. Sometimes certain properties of tokens need to be changed. Only if you can be sure, that additional token minting, burning or other configurations will never change after the primary issuance, the issuer account key for a particular token can be deleted or token ownership can be explicitly renounced. This is a non-reversible action that disables further changes to the token configuration.

In all other cases, issuer keys need to be kept in a safe location from where transactions can be signed ideally in an automated way. At Bitbond we work with several regulated custodians and can recommend partners for you.

For robust, large-scale production deployments, we advocate for implementing a transaction authorization policy or transferring token contract ownership to a multi-signature wallet. Such precautions minimize risks associated with a singular point of failure, such as key leaks or the potential misuse of ownership rights by a malicious actor. Requiring multiple approvals from the team that oversees the token increases security. In certain scenarios, teams opt to organize themselves as a Decentralized Autonomous Organization (DAO) to further bolster decentralization and enhance transparency in their operations.

If you create tokens on an EVM chain with Bitbond Token Tool, there are the following ways to manage your issuer keys.

Custodian

You can work with a custodian as described above. The custodian needs to support Web3 login through . In such cases the custodian can log in to from within their key management software and create tokens, manage tokens and distribute tokens on behalf of the issuer.

Self-custody

If as an issuer you want to be independent of a custodian when it comes to token management, you need to maintain a key management solution yourself. There are several secure and convenient solutions in the market, some of which are listed here.

Fireblocks

is a sophisticated key management software that has very comprehensive functionality around digital assets. It can store nearly all currencies and tokens that currently exist and lets you configure sophisticated governance and approval rules.

Typically custodians would utilize Fireblocks. If you need to manage multiple keys for several tokens and need a more sophisticated approach to governance, Fireblocks is they right way to go.

With Fireblocks you can log in to Token Tool with Wallet Connect.

Ledger Enterprise

is one of the leading hardware wallets. You can use it with Token Tool directly or use it as a more secure way to mange keys behind Metamask and log in to Token Tool with Metamask. For institutions, provides bank-grade key custody infrastructure.

Metamask

is a simple and convenient way to log in to Token Tool. However, from a security standpoint it should not be used for transactions and tokens of higher value because it is not built for an institutional but rather a consumer context.

Safe

is another secure and convenient way to manage issuer keys. It allows you to use Metamask or Wallet Connect to log in to Token Tool.

Phantom

is a popular wallet for the Solana ecosystem, offering a user-friendly interface, integrated token management, and built-in support for NFTs. It is ideal for users managing Solana-based tokens and supports the newer Token-2022 standard. While Phantom is primarily a consumer wallet, it is a practical option for Solana token issuers and investors in lower-risk scenarios.

Freighter

is a non-custodial browser extension wallet for the Stellar network. It is specifically designed to interact with Stellar-based tokens and decentralized applications. Freighter offers an easy way for issuers and investors to manage Stellar accounts and sign transactions securely. It is well-suited for token issuers working within the Stellar ecosystem who require a lightweight and secure self-custody solution.

There are certain events that should trigger an email to investors such as a successful order or payment confirmations. You can send such emails based on webhook notifications of the Bitbond Offering Manager.

You can find available webhook notifications under the part of this documentation.

Token Tool is a Web3 app where payment upon check out takes place in the native cryptocurrency of the network being used. When users decide to use Token Tool to configure and deploy smart contracts, they need to connect their wallet and complete payments in crypto by confirming the transaction in their wallet. Our pricing page contains a detailed breakdown of the costs for all Token Tool functions and features.

Purchasing cryptocurrency can prove to be a challenging to users who are not familiar with the space. It can also be difficult to investors looking to invest in token sales that were created with Token Tool.

Many wallet providers like MetaMask, offer a user-friendly interface to easily buy crypto directly from their apps. We put together a guide to walk you through the process of how to buy crypto on MetaMask. You can use the guide for your own reference, or refer your investors to that guide if you're conducting a token sale with Token Tool.

Currently admin user accounts are created by Bitbond upon request. Login is done with email and password.

If you would like to add an additional admin user, please get in touch with us.

A successful token launch requires more than just innovative technology – it demands a powerful marketing and promotion strategy to capture the market's attention. Navigating the crowded crypto landscape can be challenging, but the right tools can make all the difference. We have curated a list of essential services and resources, designed to amplify your message, connect you with investors, and give your project the visibility it needs to succeed.

TokenGems

TokenGems is a premier listing platform dedicated to showcasing new and promising tokens (launch expected in October 2025). Updating your token profile here increases its visibility among a targeted audience of early adopters and crypto enthusiasts actively searching for the next "gem," providing a crucial boost in awareness during and after your launch.

For broad media outreach, Chainwire is an essential tool. It is a leading crypto press release distribution service that can syndicate your announcements across a vast network of top-tier crypto and financial news outlets. This service is invaluable for building credibility, reaching a global audience, and generating significant market buzz around your token launch.

Areta Market is a specialized marketplace designed to connect token projects with a wide range of auditing and promotional services. Areta provides a centralized platform to find and hire the specific audit expertise required. Cut audit costs by 30% and get 10 top-tier quotes in under 72h. It's free for projects.

Before spending a dollar on promotion, it's vital to have a solid strategy. This comprehensive guide covers the fundamental marketing principles and actionable tactics for a successful token sale. It’s a must-read resource to ensure your marketing efforts are efficient, effective, and aligned with your project's goals.

If your project involves tokenizing real-world assets (RWAs), listing and being tracked on RWA.xyz is critical. As a leading data and analytics platform for the RWA sector, it places your project directly in front of a specialized audience of investors, analysts, and funds focused on this rapidly growing niche, enhancing transparency and investor confidence.

Leverage the deep industry knowledge that comes from hundreds of successful token launches. If you need personalized guidance on your go-to-market strategy, regulatory navigation, or post-launch growth, our team of experts is here to help. Contact us for tailored advice to maximize your project's potential and avoid common pitfalls.

Custody-agnostic solution

The Bitbond Token Tool API allows for programmatic token and smart contract deployment. It's especially useful as a token API in scenarios where many tokens have to be created in an automated way in a short period of time.

The API is designed for flexibility and can be utilized in tandem with an extensive range of key custody and wallet solutions.

To deploy a new ERC20 token contract in a programmatic way via the API, your chosen wallet should possess the capability to programmatically receive and sign a contract call transaction with a data payload. In the context of deploying a new token, the recipient of this transaction would be the Token Tool contract with the payload itself (or calldata) containing details pertaining to the newly minted token contract.

Token lifecycle actions

Once a token contract has been created, you can manage its lifecycle via minting, burning, transferring, and other functionalities. These actions can be readily accessed and triggered both programatically and through the UI by invoking the corresponding functions of the token contract. covering different key custody solutions as well as a generalized solution using only the ethers.js library.

Many leading wallet solutions make the integration significantly easier by via a SDK or UI to provide the smart contract ABI. This allows smart contract functions to be called directly. Operators are able to review the details of the transaction prior to giving approvals and custodians can apply predetermined organisational governance policies.

API-centric approach

Token Tool is engineered with an API-first approach, ensuring a seamless and direct interface for all interactions. Just as the ERC20 token lifecycle actions allow direct API interactions, the same applies to other features offered by Token Tool. These include NFTs creation and management, token sales, and payment automation contracts – all of which are readily accessible and manageable via the Token Tool API.

Depending on the Asset class and Offering terms of an Asset, the Issuer may be required to pay out dividends or coupon payments to Investors. Payout amounts per Investor are typically calculated based on the respective amount of Tokens held by the Investor at a specific point in time. The Payouts tab of the Offering Manager enables admins to prepare Payouts to Investors based on previously taken Registrar snapshots, i.e. a list of Token holders and their respective holdings at a predefined time.

Payout list

When clicking the Payouts tab, the Admin sees a list of all previous payouts.

Create Payout

To create a new Payout, the admin clicks the "Create Payout" button on the Payouts tab and defines the following inputs:

• Name is a custom name for the Payout, e.g. "Coupon Payment Q1 2022"

• Distribution Amount is the total payout amount to be distributed across all investors. This amount is typically based on a fixed percentage of the total outstanding Token volume (Fixed coupon) or based on certain performance criteria (Variable coupon / Dividend). The Distribution amount for an individual Investors is allocated pro rata: Distribution amount/Total amount of Tokens outstanding x Token holding of individual Investor

• Taxable Share Percentage

Once a Payout is created, the dataset can be assessed via API or CSV download for further processing (e.g. advanced tax calculation, payout via bank transfer, payout via on-chain payment to Investor wallets).

Protocols

Protocols are crucial components of blockchain technology that enable information to be shared automatically across a network securely and reliably.

In the field of computing, protocols are essentially rules that define how data is allowed to be transferred between different computer systems. Protocols define the way that data must be structured to be accepted into a system, and they establish safeguards to prevent malicious users from causing damage.

The same protocol can be utilized for different blockchains. For example Ethereum can be used on the public mainnet as well as in a private chain installation. In both cases the protocol is the same but the chain is different.

There are two ways to onboard investors, using our API or having the admin manually add them. It's important to note that the manual onboarding process assumes KYC has been already done and the validation used in our API is bypassed.

Manual Investor Onboarding

In this option the Admin will manually create an Investor using the Bitbond Offering Manager.

From the Investors menu item you click the "Create New Investor" button in the upper right corner of the page.

Every Investor can submit for several offerings. Therefore the Orders sub tab under Investors displays every Order associated with a particular Investor across all Offerings. The information shown here is the same as when the Order is accessed from within the Offering tab.

The List of Offerings page provides an overview of current and past Offerings. From here the admin can select existing offerings or initiate the creation of a new offering.

Name is the offering identifier assigned to the asset, you can also think of this as the ticker symbol.

Number of Tokens displays the total number of tokens assigned to the offering.

Currency shows the fiat currency in which the token is denominated.

Offering status shows whether the offering is currently active ("On sale") or not ("Not on sale").

The details screen displays the asset attributes associated with the Offering. An admin can delete the Offering as well as edit the Offering. The shown attributes are a summary of what has been entered under .

An Investor is an individual or organization (e.g. institutional investor or company) that invests in an Offering. Bitbond's Offering Manager allows for easy onboarding and management of Investors.

The admin can manage Investors through a list of all Investors across all Offerings via the sidebar of the Offering Manager. Alternatively, the admin can manage Investors of a specific Offering by accessing the list of Orders submitted to the Offering, selecting an individual Order and reviewing the associated Investor.

The Airdrop and Multisend Tool offers a streamlined solution for distributing tokens or cryptocurrencies to multiple recipients in a single transaction. Whether you're conducting a manual airdrop to engage your community or rewarding token holders through automated distributions, this tool provides flexibility and efficiency. You can easily multisend any supported assets, taking advantage of three airdrop features to ensure seamless and precise token distribution. The three features consist of:

1. Custom recipients: Manually specify recipient addresses and amounts.

2. Autofill recipients: equal amounts: Get recipient addresses automatically based on their holdings of a token - each address receives the same amount.

Automate Payments allows you to conduct on-chain payments with any custom token. Usually stable coins like USDC or USDT are used for payments. But any other tokens can be used as well.

Automate Payments lets you automate processes like asset servicing of bonds, stocks, funds and other financial assets. You can also conduct share vesting, salary payments and much more in an automated way.

The token multisender function allows you to send tokens to many recipients in one transaction by inserting a list of custom recipients addresses and amounts. The tokens that you want to send have to be in your wallet that is connected to Token Tool.

Copy and paste a list of addresses with the respective token amount that you want to send to each address. Alternatively, you can upload a .csv, .xls or .txt file with the list.

The list should include each recipient address and the respective token amount separated by a comma (note that there must not be a space after the comma). Each address has to be on a newline like in this example:

0x53c23c9d7fa6468f3c99c45791998e259baa32cd,64
0xc26f229db52da0ebf814dfd58a8949cdf6b6baee,35
0xdc47799ecb3433e5805dfe034f5fc6eb72f68d1e,89
0xa1cba1a1fba99c53c91b66863bc76ce00e7da787,95
0x4491bb52e325f16dd825192517b7e5daf3bc7391,12

After you have included your list, you will be asked to approve Token Tool to send tokens on your behalf. Your tokens will be sent to batches of 200 addresses. If there are more than 200 addresses in your list, you will have to approve each batch separately.

After the distribution is done, you can also revoke the permission for sending from Token Tool via Metamask.

This function is useful for

• Initial token distribution to investors after a primary issuance

• Sending additional tokens to token holders after a capital increase or a rights issue

• Sending dividend or coupon payments in stable coins, cryptocurrencies or asset tokens to token holders

Optionally, you can also add a third attribute to the input. This allows you to attach an individual message to each transfer. This can be useful in situations where you want to add an internal reconciliation ID or a message that is necessary for regulatory purposes to each transfer. This is how an example input would look like:

Note that this Distribute Token is not supported on Ethereum Goerli testnet. However, it does work on Ethereum mainnet and all other supported chains (both main and testnets).

Token Tool is a Web3 application that provides functionality for the creation, management and distribution of tokens and NFTs on Ethereum and Ethereum compatible blockchains (EVM chains) as well as Solana and Stellar.

Token Tool has a number of advantages compared to other products for token creation and management:

• Uses simple Web3 login: no customized API integrations of key custody solutions is necessary. Manage your keys in the way you want as long as Web3 login is supported.

• No-code token smart contract creation: configure your token via a convenient user interface or via our API without the need to code your own Solidity code. Token Tool smart contracts have been . You can also find an additional audit report that was for our token sale contracts.

• Supports leading blockchains and testnets: Ethereum (and Sepolia testnet), Polygon PoS, Avalanche, Arbitrum, Optimism, Binance Smart Chain (aka BNB Chain as well as BSC Test), Coinbase Base Chain (+ Base Sepolia testnet), peaq, as well as Solana (+ Solana Devnet) and Stellar (with limited but evolving functionality + testnet).

• Supports different token standards: Create ERC-20 and ERC-1400 tokens (and their equivalents on other chains), including Solana SLP and Token-2022 standards, as well as Soroban SEP-41 tokens. Also supports ERC-721 NFTs with rich customization and NFT drop capabilities.

• Supports Web3 wallets for login: login with most browser wallets like Metamask, Coinbase Wallet, Trust Wallet, MEWconnect, Farcaster Wallet, Phantom, Freighter and many others as well as Ledger as a hardware wallet. Via the Wallet Connect integration you can use different hardware wallets and sophisticated bank-grade key management solutions such as Fireblocks, Gnosis Safe, Palisade, Ledger Enterprise, GK8 and others.

• API access: all features are also accessible .

• Token creator remains in control: don't give away control over your tokens to third parties, instead remain in control by owning your deployed smart contracts. Token Tool is non-custodial.

• Fair fee model: tokenize assets without complicated on-boarding or setup fees and only pay for what you use. You can find our fees under .

To get started simply go to and log in with your Web3 wallet.

A note on : Some wallet providers don't support blockchain switching during a WalletConnect session. A re-connection is needed when you switch blockchains to guarantee seamless integration with a variety of those providers. For example, if you initially established a WalletConnect session on Ethereum but decide to switch to Polygon, this transition would prompt an automatic disconnection of your wallet. Simply re-establish the connection and your session will resume, now utilizing your newly selected blockchain.

• If you have issues connecting, please close the connection modal, select your desired chain, refresh the page and try again.

• If your wallet provider supports multiple addresses, by default the connection will be established to the first address provided by the wallet.

• Some wallet providers will only allow you to establish a session to a mainnet workspace while a mainnet chain is selected and testnet to a workspace when a testnet chain is selected. If you run into connection errors, please make sure you are connecting to the right workspace.

Navigating Gas Fees in Token Tool Usage

Gas fees need to be paid for all on-chain interactions. The amount of gas fee required is dependent on the complexity of the transaction and the current usage of the respective network. It's important to note that gas fees are paid in native coins, such as ETH or MATIC.

This table gives you an indication of the average gas fees stated in USD for the most common functions on Token Tool. The values are historical averages and can fluctuate depending on network utilization.

Token Tool contract addresses

Some custody solutions are restrictive regarding external deposit addresses for security reasons. If a wallet is set up in a way that funds can leave this wallet to whitelisted addresses only, you can only use Token Tool only after you have whitelisted the Token Tool smart contract addresses first. Here is a list of the addresses that you need to whitelist in that case.

Mainnet addresses:

• Ethereum: 0x4904Ba3148147D2f78b05a8446C01c48a7ABa4bd

• Avalanche: 0x4904Ba3148147D2f78b05a8446C01c48a7ABa4bd

• Polygon: 0x4904Ba3148147D2f78b05a8446C01c48a7ABa4bd

Testnet addresses

• Ethereum Sepolia: 0x4904Ba3148147D2f78b05a8446C01c48a7ABa4bd

• Binance Smart Chain Test: 0x4904Ba3148147D2f78b05a8446C01c48a

• Base Chain Testnet: 0x486F6AEA7d150254273AC7a5ffd872db54120b9a

Test Token Tool for free on testnets

Token Tool supports testnets for supported mainnet chains. This way you can test Token Tool for free. As an example: when you go to Create Token and select Ethereum as your chain, you can switch to Ethereum Sepolia Testnet in your Metamask. Token Tool will continue to function the same way as it does on mainnet.

To pay gas fees on testnets, you need testnet coins. Token Tool offers where you can get testnet coins for free.

Governance and security notice

We emphasize the importance of responsibly selecting contract configuration options based on your use case and target audience. While crypto-native projects may require a highly decentralized / trustless setup, enterprise customers often require a higher degree of controls and centralization to fulfill compliance requirements. To build trust with your audience, only grant yourself permissions that are required by your use case.

All contracts deployed via Token Tool are owned by the wallet you select. Depending on your configuration options, this wallet may have control over certain functions of your token, e.g. mint/burn, whitelisting or force transfers. Any compromise to the owner account may allow the hacker to take advantage of this authority. To avoid any a single point of failure, we recommend the use of multi-sig or MPC wallets such as Safe, Fireblocks or Ledger Enterprise.

Token vesting allows you to vest a certain number of tokens to a recipient over a pre-determined time period.

You can also set up a cliff. A cliff means that tokens already get allocated during the cliff period but can not yet be retrieved by the recipient.

Create Token Vesting Collection

As a first step you need to create a token vesting collection. This is a smart contract that will contain all your individual vestings for different recipients of the same token.

The underlying technological concept is a non-fungible token (NFT). Therefore the basic attributes are similar:

• Name: this could be something like "ABC Corp shares vesting"

• Symbol: this is a short form of the name, e.g. "ABCsharesVest"

• Token contract address: this is the contract address of the token that you want to vest. Note that within one collection you can only vest one particular type of token. If you want to vest different tokens / shares, you will need to create a separate collection for each token.

After you created the token vesting collection, you will see it in the overview. From there you can add individual vestings to the collection.

Manage Token Vesting Collection

From the Manage Token Vesting Collection part you can add and manage vestings. You can also top up the collection with tokens from here and withdraw tokens that haven't been transferred to the recipients, yet.

Create Token Vesting

For each individual token vesting you need to define:

• Recipient address: this is the address that will receive the tokens from this vesting

• Start time: from this moment onward the vesting will be calculated. This can also be in the past. Let's assume an employee started on October 1st and you only create the vesting on October 20th, you can date it back to October 1st. That way the employee will receive the amount of shares from October.

• Cliff period end time: this is an optional setting. If you leave this empty, there will be no cliff on this vesting and tokens can be transferred to the recipient according to the vesting schedule immedialtely. If you do specify a cliff, the tokens can be transferred to the recipient only after the cliff period end time.

Token transfer

It's important to note that for the token recipients to actually get their tokens someone needs to click one of the two options:

• Transfer tokens to recipients: this will transfer all the tokens that have been vested to this moment to the respective recipients (and where the cliff has ended). All tokens for all vestings of this collection will be transferred.

• Transfer: this will only initiate the transfer of tokens for all vestings of the particular recipient that you clicked on.

Anybody can click the transfer buttons. Note that when you do that, you will also pay the gas fees for the respective transactions.

If the vesting collection doesn't have enough tokens, the transfers will not happen. You will need to add a sufficient amount of tokens to the collection and initiate the transfer again.

The vesting will however continue even if there isn't a sufficient balance. This means you can always catch up with the transfer after you topped up tokens.

With the Bitbond Offering Manager you can

• Create new token offerings

• Maintain an overview of token offerings that you have previously set up and conducted or that are ongoing

• Manage ongoing and completed token offerings via the Asset, Orders and Token tabs of an offering

• Manage investors, review their KYC status and their orders

• Manage order books and reconcile investment-related payments from investors

• Trigger token minting and distribution to investors on the Stellar protocol

• Prepare distribution of tokens on EVM chains (token creation and distribution via )

• Schedule, manage and review snapshots of the list of investors holding your tokens (Token Registrar)

• Calculate and prepare payments to investors (e.g. dividends or coupons) for payout via bank transfer or stable coin payment

The configuration page is used to apply settings to the Offering Manager setup.

General Settings

Time zone sets the system time zone. This time zone is also used for the time stamp of Registrar snapshots.

Webhooks

Webhook URLs can be added by clicking on the "Add New" link. The Bitbond API will automatically retry a webhook if the response status code will be anything other than 200.

Webhooks are called with payload in POST request body when the following events happen:

• order_created

  • Is triggered when the endpoint POST /users/:user_id/projects/:project_id/orders is used and after a new order is successfully created.

• order_fulfilled

API keys

To generate a new public key that grants access to our API, click on the button labeled "Create New API Key". Once clicked, a new key will be created.

If there is a need to revoke access to the API, simply press the "Revoke" button, which will disable the public key associated with the API, making it useless for any future API requests.

Once an Offering has started, Investors can submit Orders to this Offering. Information about Investors and Orders are either created via the Offering Manager API or manually in this UI. Admins can review incoming Orders, Investors and respective details via the Offering Manager.

The Orders tab displays all the Orders associated with the Offering.

Select an Order to get more detailed information and manage its state.

Order attributes:

• Order code is the code assigned to the order, you can think of it as an identifier.

• Investor is the email address of the investor.

• Order amount is the value of the order in the asset currency.

• Currency is the fiat currency in which the offering is denominated.

• Date is the date and time the order was placed.

• Status defines where in the order process the order is currently at.

To create an order the following conditions need to be met:

• The current investor needs to be approved. An investor is approved automatically when they go through a successful KYC identification session. When a user is approved the approved_at is set to a non-null value and the approved attribute is set to true.

• An order can only be created for a live offering. A live offering has its start date before now and its end date after now.

• The investment terms need to be accepted by the investor for the offering they want to invest in. The investment terms are accepted by the investor by successfully creating terms through the investment_terms endpoint.

For Token Offerings on Stellar, the Offering Manager allows the admin to schedule daily snapshots of token holders of the offered asset at a specific time of day. For Tokens on EVM chains, snapshots can be created via the Token Tool. The list of Token holders and their respective holdings is also referred to as "Registrar". Upon distribution of Tokens, the system initiates a Registrar snapshot at the defined time and stores it under the "Registrar" tab.

The Registrar snapshots can be used for off-chain backups of token holdings, for reporting and compliance purposes as well as as a basis for Payouts to investors. Below is a list of each of the snapshots that can be used for payouts.

The Faucets function allows you to claim free testnet coins once every 12 hours. This feature is designed to facilitate easier testing and experimentation within Token Tool without requiring users to acquire testnet coins through external sources. Of course, you can use the testnet funds you claim to explore other dApps and DeFi protocols as well.

In order to be able to claim free testnet tokens, you need to do two things:

1. Complete your profile by at least 80% – this means you will need to verify your wallet address and add your email. You're not required to select an avatar.

2. Hold a minimum balance of 0.001 on the respective mainnet (so ETH or AVAX or BNB etc.).

Once complete, you can return to the Testnet Faucet page to claim your testnet coins on the desired network.

Simply connect your wallet, choose your designated network, and click the "Claim" button. You will receive the testnet funds to the address of the wallet that was connected once the transaction is processed. You cannot claim more than once every 24 hours.

Supported testnet faucets:

Create Chain Record allows you to add a text entry to a blockchain. This is done by sending a transaction and attaching metadata to it.

Currently the Chain Record function supports sending of cryptocurrencies. Going forward the sending of custom ERC20 tokens will also be supported in order to attach metadata to transactions of custom ERC20 tokens as well.

As a securities registrar you can use this function in order to use blockchains as an immutable store of registry data in an anonymized as well as non-anonymized way.

To add a chain record you need to specify:

• Amount: native cryptocurrency of the selected chain (i.e. ETH, MATIC, AVAX or BNB) that you are sending in order to add the chain record. If you only want to create the entry without actually sending a high dollar amount, you can simply put in a very small amount such as 0.00001

• Message content: use any type of text based content – this could be plain text such as "hello world" or a hash such as the MD5 hash of "hello world" which is 5eb63bbbe01eeed093cb22bb8f5acdc3

• Recipient address: address to which the transaction is sent

Here is an example configuration with plain text:

After the record was created successfully, you can see this confirmation modal:

From there you can see a block explorer link to the transaction. This is the link to the example above

To see the content on chain, select "Click to see More" in the bottom left of the explorer page. Then scroll to the bottom where it says "Input Data" and then from "View Input As" choose UTF-8. You will see all content the way you entered it:

KYC stands for “Know Your Customer.” It is a process where issuers and banks obtain information about their customers’ identity thereby ensuring that bank services and government regulations are not misused.

The KYC procedure is used when bank customers open accounts. Banks are also required to periodically update their customers’ KYC details. The purpose of KYC is to reduce the risk of identify theft, money laundering, financial fraud, and the financing of criminal organizations. KYC helps manage risks and helps to understand customer behaviors.

The onboarding of investors is done through our Bitbond Offering Manager API. This allows issuers to create and manage their own onboarding process. Once an investor has been added they can be managed through the Bitbond Offering Manager.

Identity Details

Identity Details subsection includes the investors First and Last name as well as Tax ID Number.

Addresses

The Addresses subsection is used to hold the Investor's registered address.

Bank Account

The Bank Account subsection hold the Investor's bank account details. This bank account is where refunds and coupon payouts are transferred in case of a payments/payouts via bank transfers.

KYC verification

The verification of KYC details is typically conducted via a third party service. For most financial institutions this process entails a video verification process. KYC verification data is submitted to the Offering Manager via API integration. A few moments after completion a status is returned to the Offering Manager and is updated here on this screen.

The function allows you to create a token lock-up through a smart contract that is immutable. This way you can lock up founder tokens or team tokens until a defined date. You can also lock liquidity pool or LP tokens.

This function therefore allows you to prove to third parties such as investors that you have locked up a certain amount of tokens and don't have access to them and cannot trade them until a pre-defined date.

Create and view a token locker

To create a new token locker, select the blockchain of your choice and click the contract address input field. A list of all the tokens in your wallet opens. You can also directly paste a token contract address in the input field.

A allows you to stream payments of a particular token to one or many recipients in an automated way.

Create Payment Stream Collection

As a first step you need to create a payment stream collection. This is a smart contract that will contain all your individual streams for different recipients of the same token.

The underlying technological concept is a non-fungible token (NFT). Therefore the basic attributes are similar:

This function allows you to send NFTs to many recipients (also called ) in one transaction. The NFTs that you want to send have to be in the wallet that is connected to Token Tool.

After selecting the NFT from the drop-down (or pasting in the contract address of the NFT) paste a list of recipient addresses and the respective token IDs (plus the respective amount in the case of ERC1155 tokens) in the Select token field.

The list should include each recipient address and the respective token ID separated by a comma. Make sure there are no spaces. Each address has to be on a newline like in this example:

After you click Continue you will be asked to approve Token Tool to send NFTs on your behalf. You can control this approval by determining the maximum amount of NFTs that Token Tool can send. Your tokens will be sent to batches of 150 addresses. If there are more than 150 addresses in your list, you will have to approve each batch separately.

After sending the NFTs is completed, you can also revoke the permission for sending from Token Tool via Metamask.

The Orders page displays all the Orders associated with every Offering via the sidebar of the Offering Manager. The information shown here is the same as when the Order is accessed from within the Offering orders tab and Investors orders tab.

Create new order manually

To create a new order manually click the "Create new order" button on the top right of the Orders list.

Order attributes:

An Offering generally describes the the issue or sale of a financial asset by an issuer. During the Offering, Investors submit Orders, thereby determining the investment amount they would like to commit to the respective issue.

In the Offering Manager, an Offering comprises the packaging around an asset, defining the terms on which the asset is made available to investors.

To set up a new token offering, the admin first has to define issuance attributes. Generally, the range of products and protocols supported within this feature are to be expanded over time, starting with a selection of the most popular products/protocols.

The Token tab displays all the important information associated with the blockchain-based token representing the Asset as well as a respective transaction history. This is the case when the Asset tokenization is done on Stellar.

Custody Asset Attributes:

• Protocol states the blockchain protocol used for the Asset.

• Network states the network the protocol is assigned to and can be testnet or mainnet.

• Asset is the Asset code and Stellar address of the Token.

• Funding Account is the account from which Stellar network and account setup fees are paid.

• Issuing Account is the account from which Tokens are minted.

• Distribution Account is the account where Tokens are initially sent to at the minting step.

Transaction History shows all events associated with the token.

Mint tokens

Tokens on a blockchain are created through a process that is call minting. Tokens can represent physical objects or financial assets. As all Token transactions are recorded on the blockchain, there is an immutable transaction history of Token ownership.

There are two basic minting approaches. Firstly, Tokens can be pre-minted independently of the Offering progress, i.e. a fixed amount of tokens is created.

Secondly, Tokens can be minted based on incoming orders throughout the offering progresses. This can be done multiple times during the Offering or once at the end of an Offering. In the case of Stellar, the minting process is initiated via the Token tab of the Offering Manager, for EVM chains this is done via in the .

Corporate actions

Corporate actions can affect shares or bonds outstanding, denomination of bonds and shares as well as ownership structure. Many, but not all corporate actions impact security tokens. The most important ones are

• Capital increase or decrease: results in a higher or smaller number of total token supply

• Stock split or reverse split: results in a higher or smaller number of total token supply

• Share buyback: results in a smaller number of total token supply

Most corporate actions require either minting or burning of tokens.

Additional tokens on Stellar can be minted directly from within the Offering Manager. Simply edit the Total Number of Tokens field in the Asset tab and then clock MINT again on the Token tab. When you want to burn tokens on Stellar, you can simply send them back to the issuer account.

In Token Tool go to Manage Token from where you can mint additional and burn tokens.

Distribute tokens

After minting, Tokens can be transferred to Investor wallets based on the Investor's individual Order volume. The flow of this process is based on the selected Custody setup and blockchain for the Offering.

Token Distribution on Stellar

In the case of Tokens on Stellar, the distribution process is initiated via the Token tab of the Offering Manager.

Investor wallet addresses are assigned via an integration with the third-party custodian mandated for the Offering. When clicking "Distribute", Tokens are transferred to the assigned wallet addresses based on the respective Order volumes of the investors.

Alternatively, the issuer may want a setup that does not involve a custodian and will ask investors to do self-custody. While this setup is technically possible and has been implemented in combination with the Offering Manager before, it is not recommended. Usually this creates many technical customer support requests and creates a higher risk of loss for token holders.

Token Distribution on EVM chains

For EVM chains the distribution process is initiated via in the . Investor wallet addresses and distribution amounts can either be transferred from the Offering Manager via a CSV export or entered manually by the admin.

This function lets you create NFTs (non-fungible tokens) in the ERC721 token standard (and their equivalents on other EVM chains). It also allows NFT buyers to mint and buy NFTs in a convenient way directly from the NFT creator with no middleman involved.

There are two ways to create NFTs. When creating a collection NFT, you will have one contract address under which you can have a virtually unlimited amount of tokens, each with a different media file (image or video) and custom metadata. When you create a single asset NFT, you can have many tokens but they all show the exact same media file (image or video) as the underlying asset.

Create NFT collection

To get started with Create NFT, connect your wallet and select the blockchain of your choice. Create NFT lets you define the following parameters under collection minting (note that you will add your media file(s) and metadata at a later point, this step is just to create the NFT contract:

• Name: This is the name of your NFT collection, use something descriptive such as Beautiful Mountains 2022.

• Symbol: This can be something shorter such as BM2022.

• Set Custom NFT Contract Name: Sets a custom name for the NFT contract source code. The custom name cannot be changed after the initial NFT contract creation.

After you have specified these details click on Create NFT and sign the transaction from your wallet.

Once you have created the NFT contract, a success modal appears. Save both the URL of the NFT minting page and the NFT asset address (also called NFT smart contract address). You will need them later.

After you have saved the URLs, go to Manage NFT in order to add media via direct upload or by providing metadata links. NFTs can only be minted after media has been added. If you try to mint NFTs before you have added media, the minting will fail with an error.

Create NFT from single asset

Define the following parameters of your single asset NFT:

• Image file or image URL: This is the image that you would like to tokenize. It is recommended to upload your file to make sure the image is always available. Uploading will happen to . If you provide a media URL you will have to make sure that the media file is always available and its URL does not change, otherwise your NFT will not display anything.

• Name: This is the name of your NFT, use something descriptive such as Berlin wicked art exhibition ticket 2023.

After you have specified these details, you can create your NFT. Your wallet will notify you and you will be asked to confirm the transaction.

After the NFT has been created successfully, you will see a modal with a NFT minting page and the NFT asset address which links to the block explorer.

The NFT minting page is particularly important. From here you can view your NFT and mint it. You can also send your audience to this page so that they can mint your NFT.

Share this page with users who you want to make NFT minting accessible to. You can also embed this page into your website via an .

In case you missed the modal or forgot to save the NFT minting page, you can go to Manage NFT to see and manage all your NFTs.

After investors received their tokens, they are often entitled to coupon payments on bonds, dividend payments on equity instruments, repayments of bonds, share buybacks etc. Only few types of financial instruments don't pay anything after the primary issuance. Therefore, there needs to be a way to settle payments from issuer to investor.

The most common way to do this is to send bank transfers. For this, the issuer / arranger need to know the bank details of token holders. This is typically the case, when tokens are held by a custodian for investors in segregated accounts (i.e. each investor has his own address instead of all tokens being held in a pool account by the custodian).

The Bitbond Offering Manager lets you schedule daily snapshots of token holders on the Stellar blockchain. This way you can always go back in time. E.g. when the cutoff for a dividend payment is 1pm CET on April 1st but you make the actual payment on April 15th, you will be able to use the snapshot from April 1st to get a list of all token holders and their respective amount at that time.

If the token exists on an EVM chain, you can currently download a snapshot from block explorers. When you scroll down on the balances tab of Etherscan you can download a CSV file with all token holders. We will also be adding the snapshot functionality for EVM chains to the Offering Manager.

Once you know the token holders and their bank details, you can either give this list to your paying agent or send out the payments from the bank account of the issuer.

When you send payments on-chain in cryptocurrency or stable coins, you simply send a transaction to all token holders via the functionality of Token Tool (this is currently under construction).

The allows to efficiently airdrop tokens or cryptocurrencies to multiple recipients based on their holding of a specific token. Token Tool automatically retrieves the token holders and their balances from the blockchain. This spares you the need to manually insert recipient addresses as done in the Custom recipients airdrop. The autofill recipients airdrop is great for:

• Token airdrops

• Dividend payments

When investors subscribe to a token offering, they pay for the asset they bought. The moment when this happens depends on the type of offering and investor.

Institutional investors will typically submit a legally binding order, then orders are allocated by the issuer or the issuer's arranger (e.g. an investment bank) and the deal is confirmed. Only after that, the payments settlement happens. Investors send the funds and receive the security tokens.

Retail investors will usually make their payment directly after they have subscribed to an offering and before they receive tokens. Only after their payment arrived, their investment is confirmed and the subscription period finished (or other similar conditions are met) tokens are distributed to investors.

Once the issuer received a payment from an investor, the respective order needs to be updated with the payment information. The Bitbond Offering Manager has two options how to update orders.

In the case of a referral by one of our affiliate partners, users receive a 10% discount code to redeem upon completing a purchase on Token Tool. This section provides a brief explanation on how to use the discount code and Token Tool's .

Redeeming you discount

If you received a discount code and would like to redeem it, simply go to the designated function, insert the code in the discount box field at the bottom of the page, and click "Submit":

There are several instances when payments need to be settled and processed in the context of a token offering. Additionally, there are multiple ways, how these payments are processed.

When a token offering is conducted – this is also called the primary issuance – at some point investors will pay for the asset that they bought. This part is covered in the next section on .

After a token offering is completed – this is also called the post-trade part or life-cycle management part – investors typically receive payments. The triggers for such payments are for example coupon payments on bonds, dividend payments on equity instruments, repayments of bonds, share buybacks etc. This part is covered in the section on .

Payments can be settled via the following currencies:

You can find our API endpoints documentation under this link

The API includes a number of webhook notifications, you can find them documented under .

Under Manage Token Sale you can review the status of your token sale and edit parameters before the start. To enter the Manage screen, you either need to paste you token sale contract address in the input field or click the cogwheel icon from the list of your token sales.

Standard token sale (without auto listing)

Token sale information and token transfer

Here, you can review the address of the token that is on sale, the public token sale link for investors and further details. Before the sale starts, it is critical that the token sale contract receivs the tokens designated for the sale.

To send the tokens to the sale contract, simply click the Transfer Tokens button and complete the steps to process the transaction.

General settings

If you want to change the parameters of your token sale, you must do so before you transferring tokens. After the tokens have been sent to the sale contract, no further edits are possible.

Public token sale page for investors

The Token Sale link Is the page where investors will submit their investments. Important: Investors should only invest using the official token sale page. They must not send funds directly to the token sale contract address.

The Token sale sharing/iframe embedding section under the Token sale information provides a code snippet that you can easily attach the public sale page to your website via an .

For an additional , you can enable custom theme for your token sale page. This allows you to customize the colors of the token sale investor interface to fit your branding/website theme.

To enable custom branding, click on "Enable custom theme" and pay fees in your wallet. Once the transaction is complete, you will be provided with the customization assistant tool to help you set up the token sale page based on your requirements.

You can use it to generate the required link/iframe with the custom branding for your own use. Below is a overview example for which fields customize which parts of the sale UI:

You can see an example of how the iframe is implemented in this blog post. Of course you can edit the parameters such as height and width.

This way you can create a website that describes your project, team, roadmap, use of proceeds etc. and embed the according to your own branding without the need to send investors to a separate website.

Investor on-boarding

If you look for guidance on the to manage investor on-boarding, please go to .

To add investors to the whitelist you can either paste one or multiple addresses in the input field that opens after you click Add addresses. Alternatively you can upload a CSV file or a spreadsheet with all addresses.

Refunds

Sometimes investors want to cancel their investment. In this case you may either want to grant a refund out of fairness or you may even be required to do so by law. In Germany for instance private investors have a right to cancel online purchases / investments for 14 days.

There are two ways how you can handle refunds:

• Blacklist the wallet address of the investor and send them their money back. In this case they won't be able to claim their tokens after the token sale is finished.

• When the token sale is over and the investor has claimed their tokens, ask them to send the tokens back to you and issue the refund in return.

Finishing the token sale

Token sale is automatically finished when either of the two conditions occur:

• Specified sale duration is finished. The total investment is either above or below the softcap.

• Sale ends early due to all available tokens getting purchased (hardcap reached).

It is recommended to remind investors in any case after the token sale finishes. This way they will know that they can claim their tokens (if softcap was reached) or claim their funds (if softcap was not reached).

Investors simply claim their tokens or funds respectively from the same page where they invested.

As the token sale organizer you will want to withdraw the invested funds (if softcap was reached after the token sale ended or immediately after the hardcap was reached) or withdraw tokens (if softcap was not reached) from the token sale contract. If the softcap was reached but the hard cap was not reached, there will also be some remaining tokens. You can withdraw these as well under the Manage Token Sale functionality.

The following buttons are visible when you scroll all the way down. Note that the buttons become active after the token sale ends and the conditions for the withdrawals are met.

In the case you activated the "Burn unsold tokens" feature upon creating the token sale, you will need to manually click the burn button under the withdrawals section of the manage token sale:

Token Sale with Auto Liquidity Listing

If you enabled Auto Liquidity Listing during token sale creation, the management flow differs slightly from a :

• You must ensure liquidity is provided according to the sale parameters.

• Once the sale ends, the creator has 7 days to trigger automatic liquidity addition on the token sale page. Failing to do so results in failure of the token sale. In such cases, investors will be able to .

• After liquidity is added, investors are able to claim their tokens and directly start trading it. The creator can withdraw LP tokens from the manage token sale page.

In addition to the general settings, token sales with auto listing have liquidity management settings:

Automatically adding liquidity

When the sale ends, you must add liquidity

Withdrawing LP tokens

After adding liquidity, you can withdraw their LP tokens from the manage token sale. If LP tokens are locked, withdrawing will be possible once unlock date is reached:

Similarly to the standard token sale, you can withdraw funds and remaining tokens (or burn in case enabled).

Once completed, investors can claim their tokens from the same page they invested in. Your token is also immediately tradable on the chosen DEX.

When a buyer buys an asset from the seller, there is usually counterparty risk involved – especially in over-the-counter (OTC) trades. Either the buyer makes the payment as a first step and waits for the delivery of the asset, or the seller delivers the asset and waits for the payment.

In both cases the counterparty may go bankrupt or simply disappear before the transaction is fully settled. On-chain DvP settlement solves such issues by allowing instant settlement between parties through so-called atomic swaps.

Programmatic and instant delivery vs. payment (DvP) settlement allows you to eliminate the counterparty risk from token transactions. The configurable DvP contract acts as an escrow. Each party will only receive their tokens if both parties have transferred their respective asset to the DvP contract.

Delivery versus Payment (DvP) Settlement function on Token Tool

The Delivery versus Payment (DvP)Settlement function on Token Tool ensures a simultaneous exchange of assets and payments, providing a secure and efficient settlement process. It guarantees that the transfer of tokenized assets and the corresponding payment occur at the same time, minimizing risks for both, buyers and sellers.

Key Features and Security

• Simultaneous exchange: Ensures the asset delivery and payment occur in a single, atomic transaction.

• Smart contract enforcement: Utilizes smart contracts to enforce the terms and conditions of the DvP, providing a transparent and immutable transaction record.

• Risk mitigation: Minimizes counterparty risk by ensuring that both parties fulfill their obligations simultaneously.

Below is a step-by-step guide on how to use the DvP settlement function.

Steps to create DvP settlement contract:

1. Set the token price

   • Navigate to the DvP section and connect your wallet. Make sure you're connected to the right network on both Token Tool and in your wallet.

   • Choose the delivery token (the token that is being sold to a buyer) via the drop-down or by pasting the smart contract address. Then click continue.

1. Set investment details

• Specify the price, indicating how many delivery tokens the buyer will get for one unit of the payment token. For example, 1 USDC = 100 NNT.

• Define the minimum and maximum investment amounts in the payment token (e.g., EURC). If no limits are required, set the value to 0.

• Set the DvP start time by selecting the date and time from the calendar.

1. Set DvP Duration

• Define the DvP duration in days, which will automatically calculate the DvP end time.

• The DvP contract owner address is by default the connected wallet. You can also change the DvP owner address to specify another wallet address that will manage the DvP settlement contract.

1. Agree to T&Cs and create DvP settlement

• Agree to the Token Tool Terms & Conditions by checking the respective box.

• Click on the "Create delivery vs payment" button to finalize and create the DvP contract.

• Confirm transaction in your wallet to pay fees. Once the transaction is processed, you will receive your DvP settlement contract details on the Token Tool Interface.

The DvP function on Token Tool is an essential feature for secure and efficient token transactions. By following the outlined steps, users can easily set up and manage DvP transactions, ensuring a seamless and risk-free exchange of digital assets and payments.

Funding DvP Contract

Once the DvP contract has been created and the transaction is processed, you will receive a pop-up modal displaying the DvP contract address and the blockexplorer link of the transaction. Make sure to save the DvP contract address as you will need to be able to manage the DvP contract:

To manage an existing DvP contract, simply go to the Delivery vs Payment page on Token Tool and paste the DvP contract address under the "Display existing Delivery vs Payment" section.

After that, click "Continue" and you will be redirected to the Delivery vs Payment page. This page serves as the DvP contract management section for the DvP contract owner (i.e. the seller), and as the buyer interface through which the token can be bought via the DvP contract:

In order for the buyer to be able to buy tokens, the DvP contract must first be topped up with the desired token amount. To do so, scroll down to the "Manage DvP" section and click the "Top up" button:

Insert the amount to be topped up and then click "Submit". You will need to approve access to tokens in your wallet in an initial step. Once the approval transaction is processed, click "Submit" again and approve the transaction in your wallet to finalize the top up.

After the transaction is complete, you will receive a success message and the DvP contract balance will be updated accordingly:

The DvP contract is now ready for buyers to buy the tokens. You can redirect buyers to the DvP Page Link for them to start buying your tokens. They can simply insert amount to buy and confirm the transaction in their wallet after clicking "Buy".

When a buyer buys a token from the DvP contract, the transaction is settled instantly via so-called "atomic swaps". This means that, after the transaction is processed by the network, there will be a simultaneous exchange of assets. The seller will automatically receive the funds to the wallet address owning the DvP contract; and the buyer will receive the tokens from the DvP contract address to the wallet connected.

In order to allow investors to subscribe to an Offering, the admin first has to create said Offering. Each Offering is assigned a specific asset and each asset can only be assigned to a single offering.

Depending on which will be used for the asset tokenization and how is managed, there are two options how an offering is created.

Option 1: Tokenization on EVM chains via Token Tool

In this option the following components are utilized:

Under you can see further details about your NFTs, upload media and metadata and manage minter whitelists.

For single asset NFTs you will see an overview with key data under Manage NFT. This includes the contract address of the NFT and the NFT minting page from where the NFT can be minted. There are no further edit options for single asset NFTs.

For collection NFTs there is rich functionality to add media and metadata to the NFT. If you have activated the minter whitelist, you will be able to add and remove addresses from here as well. The whole process consists of the following 6 steps.

Many wallets don't have a convenient way to show which tokens you hold under a particular address. Therefore Token Tool provides a user-friendly way to track your token portfolio including all your custom tokens.

The portfolio tracker currently supports tokens and NFTs on the following mainnets:

• Ethereum

• Polygon

To get started with creating a token via Token Tool, connect your wallet and select the blockchain of your choice from the network dropdown menu at the top right.

There are three different token types based on which you can create your token. All three types are ERC-20 compatible tokens when deployed on EVM chains:

• Mainly used for Utility tokens, DAO tokens, DeFi tokens and meme coins.

To manage an existing token you need to connect the wallet that owns the token contract in Token Tool. After that, enter the token contract address. Alternatively you can also click on the token that you want to manage from the drop down or the list of tokens shown on the page. Make sure that your wallet is connected to the same network as the one on which the token was created.

Token verification with custom contract name

Token verification is available on all supported mainnet and testnet networks except for peaq network. Contracts created with Token Tool can be verified on multiple block explorers, you can see supported explorers in the verification process.

All tokens created with Token Tool will have Bitbond branding by default as the name of the contract file. You can however change the default name to your own custom contract name for an extra fee upon creating the token.

To do that, when creating your token, simply enable "Set Custom Token Contract Name" by turning on toggle. Then type the name you desire in PascalCase (e.g. MyTokenProject):

The custom contract name cannot be changed once the token is created and deployed.

Example of a verified token contract on the block explorer without a custom name:

Example of a verified token contract on the block explorer with a custom name:

The custom contract name verification will be complete once you complete the steps in the Verify Source Code section.

Verify source code of contracts

Source code verification is supported for all contracts created via Token Tool.

Here is an example process for how you can complete verification for a token contract. The process is similar across other contracts, you should simply follow the same steps from their designated sections within Token Tool.

To verify token contract source code for a Token, go to and select your token. Then click the Verify Source Code button:

Then select the block explorer on which you wish to have the contract verified. You can choose from supported explorers, and you can perform verification on more than just one block explorer:

Then click next and choose the type of verification you wish to complete. Please note that contract source code verification is possible in three different options:

1. Source code verification with Bitbond branding

2. Source code verification Bitbond branding removed

3. Source code verification with your own custom branding

Select the verification option you desire, agree on the terms, and then click "Submit". Confirm transaction in your wallet to pay fees and complete the verification. Once the transaction is complete, you will be able to see the source contract verified and publicly displayed on the block explorer.

Click the "View verified contract" to see your token contract on the explorer. :

Here is how your token contract source code looks like on the block explorer with the default Bitbond branding:

Here is how your token's contract source code without any branding:

Here is how your token's contract source code with your own branding:

Token configuration

You can control the following parameters of your token. Please note that some of these parameters can only be changed, if the respective function was activated at the initial token creation. Some of these settings are only possible for certain token types:

• Mint (only possible if activated at creation)

• Burn (only possible if activated at creation)

• Change owner (always possible)

Manage Token is particularly useful if you want to execute corporate actions that have an impact on existing or to be newly minted tokens / shares.

View of Manage Advanced Token

View of Manage Asset Token

Add liquidity pool to DEX

This feature enables you to easily submit and add a liquidity pool for your token on a decentralized exchange (DEX). Feel free to try it on testnets prior to proceeding with mainnet transactions.

Start by clicking the "Add liquidity pool to DEX" button under the Manage Token page. Then select the DEX of choice from the presented options by creating a new pool. If you already have an existing pool, you can choose top "Top Up" that LP after clicking the add liquidity button.

Note: If your token has holder rewards, burn fee or tax, it needs to be set to 0. After adding/topping up the liquidity pool (LP), modify it back to the desired rate. If your token has a max limit per holder / whale protection set up, ensure to add the initial LP within the limits, you can then add the LP contract address to the exclusion list under Manage Token and increase the liquidity as needed.

Next, insert the pair amount you wish to submit to the LP. After that, click "Approve" to allow the sending of the tokens and confirm the transaction in your wallet. Once completed, proceed with clicking "Submit", confirm the transaction in your wallet.

After the transaction is processed, your liquidity pool will be submitted to the selected DEX.

You can then return to this page to modify existing pool ratios for your LP by topping it up.

Add and Manage Liquidity for Tokens with Fees and Holder Limits

The Add Liquidity function on Token Tool is designed to simplify the process of submitting liquidity to decentralized exchanges (DEXs) like Uniswap or PancakeSwap. It acts as an intermediary, allowing you to add liquidity in a user-friendly way without needing to interact directly with the DEX platform.

Token Tool is not a DEX protocol. We do not have control over platforms like Uniswap or PancakeSwap. Our feature is solely meant to help you submit liquidity to these protocols more easily. This guide explains how to add and manage liquidity for tokens with fees (tax, deflation, holders reward) and/or a maximum limit per address.

1. Adding Liquidity for Tokens with Fees

• You can add liquidity even if token fees are enabled.

• If fees are not set to 0, they will be deducted when adding liquidity.

• Recommendation: Temporarily set fees to 0 when adding liquidity. This ensures the pool ratios remain correct.

2. Adding Initial Liquidity for Tokens with Max Limit per Address enabled

• Add liquidity using a token amount that is smaller or equal to the maximum limit per address.

• As long as the LP (Liquidity Pool) address is not excluded, tax will apply to any swaps involving that LP.

• Swapping in both directions (buy/sell) should work fine at this stage.

3. Excluding the LP Address

After liquidity is added, you can exclude the LP contract address to achieve the following:

1. Disable tax on transactions involving the LP (i.e. swaps).

2. Remove the max limit per address, allowing you to fund the LP with an amount greater than the limit.

When the LP address is excluded:

• Swapping: Swaps will continue to work.

• Tax: No fees will be charged on swap transactions involving the LP address.

• Max Limit: You can now add liquidity beyond the original max limit per address.

⚠️ Important: Once you finish funding the LP remove the LP address from the exclusion list to re-enable tax and max limit restrictions.

4. Fixing Pool Ratio Issues

If tax is applied or swaps occur during the initial LP setup, the pool ratios may get disrupted. This can cause issues, especially if slippage tolerance is low or set to 0.

To try and fix this issue:

1. Go directly to the DEX platform where the liquidity is added (Uniswap, PancakeSwap etc.).

2. Remove 100% of the liquidity from the pool.

3. Re-fund the LP with the correct amount of tokens.

⚠️ Reminder: Once the LP is successfully funded, remove the LP address from the exclusion list to restore tax and max holder limit functionality.

Crucial Note on Pool Ratios:

• Correct Ratio at the Start: It is critical to submit the correct ratio of tokens when adding initial liquidity. If the wrong ratio is submitted initially, it cannot be fully fixed later.

• DEX Protocol Behavior: Even when you remove 100% of the liquidity, the DEX protocol retains a very small ratio of the token pair. This ensures that the ratio is maintained in case liquidity is added to the same token contract address in the future.

5. Finalizing the LP Setup

After re-funding the LP or adding tokens beyond the limit:

1. Remove the LP address from the exclusion list.

2. Swaps will now work, and taxes will apply as intended.

If a swap fails: Increase your slippage tolerance to account for adjusted pool ratios.

6. Adding Liquidity Beyond the Address Limit

To fund the LP with an amount greater than the max limit per address:

1. Exclude the LP address temporarily.

2. Add the desired amount of liquidity.

3. Once done, remove the LP address from the exclusion list.

⚠️ Note: While the LP address is excluded, tax will not apply, and the max limit restriction is bypassed.

By following these steps, you can seamlessly add and manage liquidity for tokens with fees and address limits while ensuring smooth swap functionality and proper tax enforcement.

Supported decentralied exchanges (DEXes):

• Ethereum: Uniswap V2, SushiSwap V2

• Avalanche: Trader Joe V1, Uniswap V2, SushiSwap V2

• Polygon PoS: Quickswap V2, Uniswap V2, ApeSwap, SushiSwap V2

Create Token Sale is an easy to use STO / IDO / ICO token sale script that lets you run a token sale in a lean way. Use this function to conduct and run an

• Initial coin offering (ICO)

• Initial DEX offering (IDO)

• Security Token Offering (STO)

In order to get started with your Token Sale, you need to have a token prepared. Unless you already created a token, go to to configure and create your token.

Select your token for the token sale

Once you have your token created, you can enter the Create Token Sale function and select the token that you want to run a token sale for from the drop-down menu.

All available tokens that you own are automatically shown in the drop-down menu. Alternatively you can paste the token contract address in the input field.

We recommend that you don't use tokens in a token sale that have whitelisting enabled. If you still want to use such a token in a token sale, you will have to add the token sale contract address to the whitelist as well as the addresses of all investors otherwise you will not be able to start the token sale and investors wouldn't be able to claim their tokens after the sale is over.

You should also be careful when creating a token sale that have transaction tax/fees, as you would need to fund the sale contract with the full amount of tokens on sale.

Configure your token sale

Once you have selected the token and clicked Continue, you will enter Step 1 of 2: Configure your token sale.

Select payment token

Here you determine, how your investors will pay for the tokens you have on sale. In the past, many token sales have been conducted in a way that the only payment method was the native cryptocurrency of the blockchain on which the token was created.

In the case of Ethereum, this was ETH or in the case of Polygon it was MATIC. This has the disadvantage that investors and issuers are exposed to exchange rate fluctuations of the underlying cryptocurrency.

Therefore, Token Tool lets you choose any custom token on the selected chain as a payment method. The most common choice is usually a stable coin such as . Token Tool provides you with the possibility to already choose USDC as a pre-selected option.

Of course, you are free to use any stable coin or custom token. Just make sure that the payment token is easily accessible for your investors. You can also include a DEX in your token sale for convenient exchange from cryptocurrencies such as ETH to the payment token / stable coin of your choice.

If you choose a custom payment token, you will need to specify the payment token via its token contract address. If you have the custom token in your own wallet, you can simply select it from the drop-down menu, then you don't need to look up the token contract address.

Set the token price

This determines the price per token on sale quoted in the selected payment token. So let's assume that you choose USDC as the payment token, then entering a value of 5 means that for each token on sale 5 USDC has to be paid by your investors.

Sometimes you may want to provide incentives for investors to invest in your token sale early on. One way to do that is to apply discounts / lower prices in different weeks throughout the token sale such as:

• Week 1-2 token price: USDC 0.90

• Week 2-5 token price: USDC 0.95

• Week 5-8 token price: USDC 0.98

In order to do that you can set up a separate token sale for each tier. Just make sure to set the start time and duration of each token sale in a way that there are no time gaps between the different tiers.

Options for Tiered Pricing

Let’s assume you want to raise up to USDC 100,000 for your token. Here is how you can incentivize injvestors to join early

Option 1: Multiple Token Sale Contracts

How It Works: Create separate token sales for each pricing tier.

• Example:

  • Tier 1 early bird: sell up to 10,000 tokens at the lowest price of USDC 0.75 per token (this implies a 25% discount) for 3 days or shorter if the hardcap is reached – this means you raise up to USDC 7,500 in this tier

  • Tier 2 main sale: immediately after Tier 1 finishes (either after 3 days or once the hard cap is reached) you create a second token sale contract, here you sell up to 80,000 tokens at a price of USDC 0.85 per token (this implies a 15% discount) for 6 days or shorter if the hardcap is reached – this means you raise up to USDC 68,000 in this tier

Option 2: Post-Sale Bonus

• How It Works: Sell tokens at a single price during the entire sale, then manually distribute additional tokens to early investors as a bonus to reflect discounts.

• Steps to Implement:

  • Create a single token sale with a base price (e.g., USDC 0.15 per token).

Set token sale raised amount caps

Soft cap: this is the amount you need to raise by the end of the token sale in order for the token sale to happen. The soft cap must be lower than the hard cap. Soft cap range: so let's assume USDC is your payment token and you want to raise USDC 5,000,000. The soft cap can be a maximum of USDC 4,999,999 and a minimum of USDC 0. If this amount is not reached, the invested funds can be reclaimed by investors after the token sale is over.

Hard cap: this is the maximum amount that you can raise in your token sale.

Choose an amount that is in line with your funding needs and that you believe you can realistically raise from investors.

Set investment amount limits per investor

This setting is optional and allows you to control the maximum and minimum investment per investor.

Min investment amount: if you set this too high, the entry barrier for some investors might be prohibitive. If you set this to a very low amount, you might have to manage many very small investors.

A value between 1 and 100 dollars normally makes sense unless you are allowed to only accept accredited or professional investors who invest much higher amounts each.

⚠️ Important: If you set a minimum investment amount, it may prevent the token sale from reaching its hard cap. Once the remaining amount is less than the minimum, no further investments can be made, this may cause the sale to remain incomplete until the set end time.

Max investment amount: this is the maximum one investor can invest.

Please note that the investment amounts min and max values are tied to addresses, it is therefore possible to circumvent these limits. If you want to make sure that a certain investor doesn't exceed the limits, you need to set up the token sale in a way that only whitelisted addresses can invest. That way you can make the connection between a particular investor and an address.

Set the timing

Token sale start time: this is the moment from which investors can invest.

It normally makes sense to run a marketing phase before your token sale starts. You should also allocate enough time to send the tokens to the token sale contract address. When you want to whitelist investors, you can also do that during a ramp-up phase before your token sale starts.

Typically anything between starting in a few days up to several weeks are usual values here.

Important: if you want your token sale to start immediately, we highly recommend to leave enough time to send your tokens to the sale contract. Therefore, make sure you leave at least half an hour between the time you create the sale and the token sale start time.

Token sale duration in days: this determines how long investors can invest in your token sale.

When this is too short, you might not have enough time to find investors. If too long, your marketing impact might fade away. Adjust everything according to your needs. Anything between 2 and 12 weeks (i.e. between 14 and 90 days) is usual here.

As stated above, sometimes you might want to provide discounts for early investors. In that case it makes sense to set up a token sale for each discount tier and align the start and duration of each discount phase accordingly.

The token sale ends either at the end of the token sale duration or when the hard cap is reached.

Lock duration in days: this determines how many days after the token sale ends investors can claim their tokens.

Set token distribution settings

This feature allows you to define how tokens will be distributed to buyers after the token sale ends. You can choose between two options:

• Release all tokens immediately after the sale ends, or

• Set up a custom token release and vesting schedule.

If you opt for a vesting schedule, you will be able to configure multiple release stages. For each stage, specify:

• The date and time of the token release.

• The percentage of tokens to be released at that time.

The total percentage across all stages must equal 100%, ensuring the full token allocation is eventually distributed.

Once the token sale concludes, all tokens are locked and will only become claimable according to the schedule you've set. Investors will be able to claim their tokens during each release phase as they are unlocked.

Burn unsold tokens: by activating this option, all unsold tokens will be burned after the token sale ends when you withdraw funds.

Liquidity pool listing (i.e. IDO)

Here you can choose whether to launch a sale with automatic liquidity listing, or without auto listing.

Token sale without auto-listing (manual listing)

If you wish to create a token sale without automatically listing your tokens on a DEX, simply choose the manual listing option.

Token sale with auto-listing

Important: The auto-listing feature will not work for tokens with an existing liquidty pool. It is also incompatible with token contracts with fees, whitelisting, and/or wallet balance limits. Double check necessary adjustment of token features prior to proceeding.

When choosing the auto listing option, you will be prompted to configure LP submission settings based on available options:

1. LP percentage: This is the percentage of raised funds that will be added directly to the liquidity pool after the sale completes.

2. LP tokens locking duration: How long your liquidity pool tokens will be locked up, you will not be able to withdraw liquidity from your pool for as long as the locker is ongoing.

3. Price per token: Determines the price relationship between your sold tokens and the payment token in the liquidity pool.

A preview of results will be displayed giving you better insights into the process. Make sure to review all the settings before proceeding to the next step.

When a sale with auto listing is complete, the creator will have 7 days to add liquidity otherwise the sale will fail and investors will get a refund. Make sure to refer to the manage auto listing sale documentation to avoid issues.

Set investor whitelist

This setting has a big impact on how you onboard investors, make a careful decision here.

Every address can invest: in this case everybody can invest in your token sale. This option is suitable for unregulated token sales such as Initial Coin Offerings (ICO) where you don't need to know the identity of your investors. Here you don't need any additional investor on-boarding. The Token Sale function of Token Tool delivers everything you need for the entire process.

Only whitelisted addresses can invest: when you select this option, an investor can only invest from an address that you whitelisted previously. This option is suitable for token sales where investor is necessary e.g. for regulatory reasons. This is usually the case in a Security Token Offering (STO). The whitelisting of addresses is done under the functionality.

You can manage investor on-boarding manually via a and a spreadsheet or use other products for this such as ERP software.

When you manage investor on-boarding via a Google Form and a spreadsheet, everyone who wants to invest should submit the following information:

• Full name (and legal entity in case of an institutional investor)

• KYC document (e.g. image of an ID card or passport) of investor or legal representative

• Full postal address

When all data is checked, the wallet address can be added to the whitelist and email updates can be sent (e.g. when the sale starts and finishes).

Set token sale owner

By default the wallet address with which you are logged-in to token tool is the owner. However, you can also assign a different owner who will then be able to manage the token sale. Only change this if you know what you are doing!

Review token sale configuration and create sale

After you click Continue you arrive at Step 2 of 2: Review token sale configuration. Here you can review everything. Once done, click on the Create sale button to launch your token sale.

After you confirmed the token sale creation from your wallet, you will be shown the Token sale contract address and Shareable token sale link. Bookmark them both!

The Shareable token sale link is the page that you need to share with your investors so they can invest. It normally makes sense to include this page on your existing website via an . Then you can display your project details, team, roadmap etc. on your website and have the token sale page through which investors invest integrated directly.

The Token sale contract address is necessary to log in to Manage Token Sale.

Go to Manage Token Sale

You can edit your token sale up until 10 minutes before the start of the token sale in the section. It is not possible to make edits to the token sale once the tokens have been transferred to the sale contract.

Once you create the token sale successfully it's important that you send tokens to the token sale contract under the function or via standard ERC20 transfer. Otherwise the sale will fail upon start time.