How to Review, Approve, and Deploy Token Contracts for Deals

This guide provides step-by-step instructions for administrators on how to review deal submissions, approve them for investor visibility, and deploy token sale smart contracts on the WhiteLabel Community Deals Platform.

Table of Contents

1. Overview
2. Prerequisites
3. Accessing Pending Deals
4. Reviewing Deal Submissions
5. Approving or Rejecting Deals
6. Deploying Token Sale Contracts
7. Verifying Contract Deployment
8. Best Practices
9. Troubleshooting

Overview

As an administrator, you play a critical role in ensuring that only high-quality, compliant deals are available to investors on the platform. This process involves:

1. Reviewing deal submissions from issuers
2. Approving deals that meet platform standards
3. Deploying token sale smart contracts for approved deals
4. Verifying successful contract deployment

This guide will walk you through each step of this process.

Prerequisites

Before you begin, ensure you have:

• Admin access to the WhiteLabel Community Deals Platform
• Basic understanding of blockchain technology and smart contracts
• Familiarity with the platform's compliance requirements
• Access to the blockchain network where contracts will be deployed (e.g., Polygon)

Accessing Pending Deals

1. Log in to your admin account and navigate to the Admin Dashboard.

2. Access the Deals Management section by clicking on "Deals" in the main navigation menu.

3. View pending deals by selecting the "Pending Approval" filter from the status dropdown menu.

4. Sort deals by submission date to prioritize older submissions if needed.

Reviewing Deal Submissions

When reviewing a deal, you need to assess several key aspects:

1. Access the deal details page by clicking on the deal name from the list of pending deals.

2. Review basic deal information:

   • Deal name and description
   • Issuer information and track record
   • Asset type and investment structure
   • Funding target and timeline

3. Examine deal documentation:

   • Offering memorandum
   • Financial projections
   • Legal disclosures
   • Supporting documents

4. Verify compliance elements:

   • Investor eligibility requirements
   • Risk disclosures
   • Regulatory compliance statements
   • Terms and conditions

5. Check token sale parameters:

   • Token name and symbol
   • Token supply and allocation
   • Token price and sale structure
   • Vesting schedule (if applicable)

Approving or Rejecting Deals

After thorough review, you'll need to make a decision on the deal:

1. To approve a deal:

   • Click the "Approve" button in the deal approval section at the top of the deal page.
   • A confirmation dialog will appear explaining that approving will make the deal visible to investors.
   • Confirm your decision.

2. To reject a deal:

   • Click the "Reject" button in the deal approval section.
   • Provide detailed feedback explaining the reasons for rejection.
   • This feedback will be visible to the issuer so they can address the issues.

3. To request changes before approval:

   • Click the "Comment" button.
   • Provide specific feedback on what needs to be modified.
   • The issuer will be notified and can make the requested changes.

4. After approval:

   • The deal status will change to "Approved"
   • The deal will become visible in the "Active Deals" section
   • You'll need to deploy the token sale contract next

Deploying Token Sale Contracts

Once a deal is approved, you'll need to deploy the token sale smart contract:

1. Navigate to the Token Sale section of the approved deal.

2. Review deployment requirements:

   • You'll see a notification if token sale deployment is required
   • The system will show how many deals require contract deployment

3. Initiate contract deployment:

   • Click the "Deploy Contract" button for the specific deal
   • This will open the token deployment interface

4. Review deployment information:

   • The system will display a summary of the token and sale details
   • Verify all information is correct before proceeding

5. Configure deployment parameters:

   • Token details (name, symbol, supply)
   • Network selection (e.g., Polygon)
   • Treasury address
   • Sale parameters (price, dates, caps)
   • Vesting schedule

6. Execute deployment:

   • Click the "Deploy Token Sale" button
   • Confirm the transaction in your wallet when prompted
   • Wait for the deployment process to complete

Verifying Contract Deployment

After initiating deployment, you should verify that the contract was successfully deployed:

1. Monitor deployment status:

   • The platform will show a progress indicator during deployment
   • Once complete, you'll see a success message with the contract address

2. Verify on-chain details:

   • Click "View on Explorer" to see the contract on the blockchain explorer
   • Verify that the contract parameters match what was configured

3. Check token functionality:

   • Ensure the token contract is functioning as expected
   • Verify that the token sale contract is correctly configured

4. Update deal status:

   • The deal status will automatically update to "Token Sale Active"
   • The deal will now be available for investment

Best Practices

To ensure a smooth review and deployment process:

1. Establish a consistent review checklist:

   • Create a standardized set of criteria for deal evaluation
   • Document common issues to look for during reviews

2. Maintain clear communication:

   • Provide detailed, constructive feedback to issuers
   • Document all review decisions and reasoning

3. Schedule regular deployment windows:

   • Set specific times for contract deployments to manage gas costs
   • Batch multiple deployments when possible

4. Keep detailed records:

   • Document all deployed contracts and their parameters
   • Maintain a log of approval decisions and deployment activities

5. Stay updated on regulations:

   • Regularly review and update compliance requirements
   • Ensure all deals meet current regulatory standards

Troubleshooting

Common Issues During Review

Issue	Solution
Incomplete documentation	Request specific missing documents from the issuer
Compliance concerns	Consult with legal team and provide specific guidance to issuer
Unclear deal terms	Request clarification or simplification of terms

Common Deployment Problems

Problem	Solution
Failed transaction	Check gas settings and network congestion, then retry
Contract verification failure	Ensure source code and parameters match exactly, then reverify
Parameter mismatch	Cancel deployment and reconfigure with correct parameters
Network issues	Switch to a different RPC endpoint or try during lower congestion periods

If you encounter persistent issues with contract deployment, contact the platform's technical support team for assistance.

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By following this guide, you'll be able to effectively review deal submissions, approve quality deals, and successfully deploy token sale contracts on the WhiteLabel Community Deals Platform.