About the Manager Requests category

This category is used for Portfolio Managers who plan to use the TrueFi protocol to administer a loan portfolio and want to share information with the community and engage with lenders and stakers.

Today, the steps to become a manager include:

  1. Complete TrustToken’s KYC/AML
  • When asked for the purpose of your account please select “Other” and fill in “Applying as a TrueFi Manager”
  1. Please reach out to bd@trusttoken.com to proceed to this step and discuss any questions you might have.
  2. Complete review with TrueFi team for structuring your portfolio on TrueFi.
  3. Once KYC/AML is completed, the manager makes a post on https://forum.truefi.io/ providing information about their fund and the intended use of funds raised on TrueFi.
  • Managers who would like to request TRU incentives for lenders in the portfolio should include this here. The TrueFi team will advise on the amount of TRU incentives to propose.
  1. The manager provides TrustToken an ETH address to whitelist for managing. This will be what you use to essentially sign into the platform.
  2. Using the whitelisted wallet to connect to TrueFi, managers will be able to create new portfolios on the TrueFi platform to raise funds.

While ultimately it will be up to TRU participant to decide on formal criteria they want prospective managers to present, for now, some suggested details include:

  • Name of you and/or your firm
  • Social links (Firm’s Website, Twitter, etc.)
  • Assets under management
  • Trading / investing strategy
  • Use of funds
  • Years in business
  • Approximate number and type of counterparties (if applicable)
  • Other relevant information about you or your business