MarsBase Community Deals Platform Documentation

This document outlines practical how-to guides for the MarsBase Community Deals Platform, organized by user role.

Admin How-To Guides

Getting Started
- Getting Started as an Admin - How to set up your admin account and navigate the platform
Dashboard Management
- Monitor Platform Metrics - How to track key platform metrics and respond to alerts
User Administration
- Create User Accounts - How to manage user accounts, assign and modify user permissions, and review and approve KYC
Deal Administration
- Review, Approve and Deploy Deals - How to review, approve, and deploy token contracts for deals
- Monitor Active Deals - How to track deal performance and funding progress
Platform Configuration
- Configure Platform Settings - How to customize platform appearance and behavior
- Update Legal Documents - How to update privacy policy and terms of use
- Set Up Compliance Rules - How to configure KYC requirements and investor accreditation
Blockchain Management
- Configure Smart Contracts - How to configure smart contract settings and fee structures
- Add Blockchain Networks - How to add and configure supported blockchain networks
Marketing and Growth
- Set Up Referral Program - How to configure and track the referral program
- Create Investment Tiers - How to establish investor tier levels and benefits

Getting Started
- Set Up Issuer Account - How to set up your issuer profile and company information
Creating Deals
- Create New Deal - How to create your first deal
- Configure Token Sale - How to set up token parameters and sale terms
- Upload Deal Documents - How to prepare and upload required deal documents
Managing Your Deals
- Submit Deal for Approval - How to finalize and submit your deal for review
- Respond to Broker Feedback - How to address broker comments and requests
- Track Funding Progress - How to monitor your deal's fundraising status
- Review Investor Applications - How to evaluate and approve investor applications
Post-Funding Activities
- Distribute Tokens - How to distribute tokens to investors
- Communicate with Investors - How to send updates and manage investor relations
- Close Completed Deal - How to properly close a fully funded deal

Getting Started
- Set Up Transfer Agent Account - How to configure your transfer agent profile and permissions
Managing P2P Trades
- Review Trade Requests - How to evaluate and process incoming P2P trade requests
- Approve Compliant Trades - How to verify and approve compliant trade transactions
- Reject Non-Compliant Trades - How to handle and reject problematic trade requests
- Monitor Trade Execution - How to ensure successful trade execution on the blockchain
Trade Administration
- Search Trade History - How to find and review past trade transactions
- Generate Trade Reports - How to create compliance reports for trade activity

Getting Started
- Set Up Broker Account - How to configure your broker profile
Deal Review Process
- Access Pending Deals - How to find and access deals awaiting review
- Evaluate Deal Compliance - How to assess deal compliance with regulations
- Review Deal Documents - How to verify required documentation is complete
- Provide Deal Feedback - How to add constructive comments for issuers
Deal Approval Workflow
- Approve Compliant Deals - How to approve deals that meet all requirements
- Request Deal Changes - How to request modifications from issuers
- Reject Non-Compliant Deals - How to properly reject deals with compliance issues
- Track Deal Revisions - How to monitor changes made to previously reviewed deals

Getting Started
- Create Investor Account - How to register and set up your investor profile
- Complete KYC Verification - How to submit and complete identity verification
Finding Deals
- Browse Available Deals - How to discover and filter available deals
- Research Deal Details - How to evaluate deal information and documents
- Understand Investment Terms - How to interpret key investment terms and conditions
Making Investments
- Apply for Investment - How to submit an application for a deal
- Sign Required Documents - How to use e-signatures for investment documents
- Fund Your Investment - How to complete payment for your investment
- Track Application Status - How to monitor your investment application progress
Managing Your Portfolio
- View Your Investments - How to track your active investments
- Receive Distributions - How to receive and track investment returns
- Access Tax Documents - How to download tax-related documentation
Trading on Secondary Market
- Create Sell Order - How to list your tokens for sale on the P2P market
- Purchase Listed Tokens - How to buy tokens from other investors
- Complete P2P Transaction - How to finalize a peer-to-peer trade