Creating an Offering

This guide walks you through creating an investment offering on CapSign.

Prerequisites

  • Entity account with KYC completed

  • Token already created

  • Connected wallet (MetaMask/Coinbase Wallet)

  • ETH for gas fees

Step-by-Step Guide

Step 1: Navigate to Create Offering

  1. Log in and switch to entity context

  2. Navigate to Offerings → Create Offering

Step 2: Select Token

Choose which token you want to offer for sale.

  • Only tokens you've created appear in the list

  • If you don't see your token, create it first

Step 3: Configure Offering

Price Per Token (in USDC)

  • What investors pay per token

  • Example: 1.00 = $1.00 per token

Maximum Raise (in USDC)

  • Total amount you want to raise

  • Example: 100000 = $100,000 maximum

Minimum Investment (in USDC)

  • Smallest investment allowed

  • Example: 1000 = $1,000 minimum per investor

Step 4: Choose Compliance Preset

Select the securities exemption:

  • Reg D 506(b) - Private placement, up to 35 non-accredited

  • Reg D 506(c) - Accredited only, can advertise

  • Reg S - Non-US investors

  • Reg A+ - Mini-IPO (up to $75M)

  • Reg D (General) - General Reg D

Step 5: Add Promotional Image (Optional)

Upload an image to make your offering more attractive:

  • PNG, JPG, or WEBP

  • Max 5MB

  • Recommended: 1200x630px

Step 6: Review and Deploy

Review all settings, then click Deploy Offering.

Sign the transaction in your wallet and wait for confirmation (~2-3 seconds).

After Deployment

Your offering is now live! Next steps:

  1. Add documents - Upload subscription agreement, PPM, etc.

  2. Share with investors - If your exemption allows marketing

  3. Monitor investments - Review and countersign investments

  4. Close offering - When raise is complete

See Also

PreviousOverviewNextInvesting

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