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Deal Management

Overview​

The Deal Management system is the core functionality of the MarsBase Community Deals Platform, providing comprehensive tools for creating, managing, and participating in investment deals. It supports the full lifecycle from deal creation to investor applications and participation.

Key Features​

Deal Offering​

  • Deal Wizard Interface

    • Guided step-by-step deal creation process
    • Intuitive navigation with progress tracking
    • Validation at each step with clear feedback
    • Automatic draft saving to localStorage
    • Step-specific guidance and information
    • Dynamic field configuration based on asset type

  • Deal Creation Process

    • Seven-step structured wizard:
      1. Basic Deal Info (name, description, asset type, dates)
      2. Issuer & Legal Entity Selection/Creation
      3. Token Configuration
      4. Offering Terms
      5. Documentation & Media
      6. Offering Documentation
      7. Review & Submit
    • Asset-type specific fields and validation rules
    • Entity integration with existing issuers and legal entities

  • Document Management

    • Support for multiple document categories:
      • Information documents (presentations, summaries)
      • Legal documents (agreements, disclosures)
      • Required documents (compliance forms)
    • Document visibility controls and organization
    • Template-based offering document generation
    • Custom document upload capabilities

  • Key Terms & FAQ

    • Highlighted terms display for investors
    • Structured FAQ creation and management
    • Investor-focused information presentation
    • Searchable deal information
    • Custom deal terms framework for specialized requirements

Deal Wizard Features​

  • Persistent Draft Saving

    • Automatic saving of form progress to localStorage
    • Draft restoration when returning to the form
    • Draft clearing after successful submission
    • Progress tracking across wizard steps

  • Asset-Type Adaptation

    • Dynamic fields based on selected asset type (Equity, Debt, Real Estate, etc.)
    • Specialized validation rules per asset type
    • Relevant field defaults for each asset category
    • Consistent core structure with type-specific extensions

  • Offering Configuration

    • Configurable application period (Testing The Waters)
    • Sale period configuration
    • Soft cap and hard cap settings for rolling closes
    • Min/max investment amount constraints
    • Price per token configuration

  • Entity Integration

    • Selection from existing issuers and legal entities
    • Creation of new entities when needed
    • Consistent entity reference across platform
    • Entity data reuse and management

  • Deal Lifecycle Management

    • Status transitions (draft, pending, approved, active, etc.)
    • Broker approval workflow integration
    • Contract deployment process
    • Deal visibility and access controls

Investor Application​

  • Application Submission

    • Streamlined application process
    • Required information collection
    • Document upload capabilities
    • Application review and editing

  • Document Collection

    • Investor-specific document requirements
    • Secure upload functionality
    • Document verification process
    • Status tracking for each required document

  • Status Tracking

    • Real-time application status monitoring
    • Notification system for status changes
    • Timeline view of application progress
    • Clear next steps for applicants

Participation Process​

  • Investment Amount Selection

    • Flexible investment amount options
    • Minimum/maximum investment enforcement
    • Unit-based or amount-based participation
    • Clear fee and total calculations

  • Document Signing

    • Electronic signature integration
    • Sequential document presentation
    • Signature verification and storage
    • Fully auditable signing process

  • Payment Processing

    • Multiple payment method options
    • Secure transaction processing
    • Payment confirmation and receipting
    • Transaction history maintenance

  • Confirmation and Receipts

    • Investment confirmation documentation
    • Detailed receipt generation
    • Transaction records for accounting
    • Investment certificate issuance

Asset Type Support​

  • Equity Deals

    • Ownership percentage representation
    • Shareholder rights configuration
    • Voting mechanisms
    • Dividend distribution capabilities

  • Debt/Loan Offerings

    • Interest rate and terms configuration
    • Repayment schedule management
    • Collateral documentation
    • Default and resolution processes

  • Real Estate Investments

    • Property detail presentation
    • Location and amenity information
    • Occupancy and lease data
    • Revenue and expense projections

  • Custom Offerings

    • Flexible structure for unique deal types
    • Customizable terms and conditions
    • Specialized workflow configurations
    • Tailored investor experiences

User Benefits​

  • Issuer/Deal Creator Benefits

    • Streamlined deal setup with clear guidance
    • Reduced errors through validation at each step
    • Progress preservation with automatic draft saving
    • Flexible configuration for various offering types
    • Template-based document generation

  • Investor Benefits

    • Clear and standardized deal information
    • Transparent terms and conditions
    • Consistent application experience
    • Streamlined investment process
    • Comprehensive deal documentation

  • Platform Administrator Benefits

    • Structured deal data for compliance review
    • Standardized workflow for deal approvals
    • Quality control through step validation
    • Comprehensive audit trail
    • Consistent deal presentation