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Checklist · DeFi

DeFi fundraising checklist — Step by Step 2026

Raising capital for a DeFi project requires a unique approach. This checklist provides a structured process to navigate the fundraising landscape, covering everything from tokenomics to community building.

50 checklist items Updated from migrated LaunchTry SEO content

Phase 01

Phase 1: Foundation & Tokenomics

10 tasks
  • 1.1
    critical1 week

    Define Token Utility

    Clearly outline the purpose and utility of your token within the DeFi ecosystem. Consider staking, governance, or access to specific features. Use case should be compelling to investors.

  • 1.2
    critical2 weeks

    Design Tokenomics Model

    Craft a sustainable tokenomics model including total supply, distribution, vesting schedules, and inflation/deflation mechanisms. Use simulations to assess long-term viability.

  • 1.3
    critical3 weeks

    Develop a Whitepaper

    Create a comprehensive whitepaper detailing your project's vision, technology, tokenomics, team, and roadmap. Highlight the problem you solve and your unique value proposition.

  • 1.4
    critical4 weeks

    Legal Structuring

    Consult with legal experts to ensure your token sale and project structure comply with relevant regulations. Consider jurisdictions like Switzerland or Singapore.

  • 1.5
    critical2 weeks

    Smart Contract Audit

    Engage reputable security firms like CertiK or Trail of Bits to audit your smart contracts and identify potential vulnerabilities before deployment.

  • 1.6
    high1 week

    Community Building Strategy

    Outline a strategy to build a vibrant and engaged community around your project. Focus on transparency, communication, and active participation.

  • 1.7
    medium2 weeks

    Establish a DAO Framework

    Consider implementing a Decentralized Autonomous Organization (DAO) framework for community governance and decision-making.

  • 1.8
    high3 weeks

    Website and Documentation

    Develop a professional website and comprehensive documentation that clearly explains your project and tokenomics.

  • 1.9
    critical1 week

    Team Vetting

    Ensure the team has relevant experience in blockchain, finance, and development. Clearly showcase the team's expertise and credentials on the website and whitepaper.

  • 1.10
    high1 week

    Define Key Metrics

    Identify key performance indicators (KPIs) to track progress and measure the success of your project. These metrics will be crucial for attracting investors.

Phase 02

Phase 2: Seed & Private Sale

10 tasks
  • 2.1
    critical2 weeks

    Prepare Pitch Deck

    Create a concise and compelling pitch deck highlighting your project's vision, technology, tokenomics, team, and roadmap. Focus on the problem you solve and your unique value proposition.

  • 2.2
    high1 week

    Identify Target Investors

    Research and identify potential investors specializing in DeFi and blockchain projects. Focus on VCs, angel investors, and crypto funds.

  • 2.3
    highOngoing

    Network & Outreach

    Attend industry events, conferences, and online communities to network with potential investors. Utilize platforms like LinkedIn and Twitter to connect with key individuals.

  • 2.4
    critical4 weeks

    Secure Seed Funding

    Negotiate terms and secure seed funding from early-stage investors. This funding will be crucial for initial development and marketing efforts.

  • 2.5
    critical2 weeks

    Private Sale Agreements

    Draft and execute private sale agreements with investors, outlining the terms of the token sale, including price, vesting schedule, and lock-up periods.

  • 2.6
    critical1 week

    KYC/AML Compliance

    Implement Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures to comply with regulatory requirements.

  • 2.7
    highOngoing

    Marketing & Awareness

    Begin building awareness through social media, content marketing, and community engagement. Focus on building a strong online presence.

  • 2.8
    mediumOngoing

    Partnerships

    Establish strategic partnerships with other DeFi projects, exchanges, and industry influencers to expand your reach and credibility.

  • 2.9
    critical1 week

    Legal Review

    Have all agreements and marketing materials reviewed by legal counsel to ensure compliance with applicable regulations.

  • 2.10
    high1 week

    Set up Token Vesting

    Configure smart contracts or platforms like Gnosis Safe for secure token vesting and distribution according to agreed schedules.

Phase 03

Phase 3: Public Sale & Launch

10 tasks
  • 3.1
    critical1 week

    Choose Launchpad

    Select a reputable launchpad platform (e.g., Polkastarter, Seedify) for your public token sale. Consider factors like community size, marketing support, and fees.

  • 3.2
    critical2 weeks

    Prepare for IDO/IEO

    Prepare all necessary documentation and marketing materials for your Initial DEX Offering (IDO) or Initial Exchange Offering (IEO).

  • 3.3
    criticalOngoing

    Marketing Campaign

    Execute a comprehensive marketing campaign to generate awareness and interest in your token sale. Utilize social media, PR, and influencer marketing.

  • 3.4
    highOngoing

    Community Engagement

    Actively engage with your community to answer questions, address concerns, and build excitement for the token sale.

  • 3.5
    critical1 week

    Public Sale Execution

    Execute the public token sale on the chosen launchpad platform. Ensure a smooth and secure process for participants.

  • 3.6
    critical4 weeks

    Exchange Listing

    Secure listings on reputable cryptocurrency exchanges to provide liquidity and accessibility for your token. Consider both centralized (CEX) and decentralized (DEX) exchanges.

  • 3.7
    high1 week

    Liquidity Provision

    Provide sufficient liquidity on decentralized exchanges to facilitate trading and prevent price manipulation. Consider using liquidity mining programs.

  • 3.8
    highOngoing

    Monitor Market Performance

    Monitor the market performance of your token and address any issues or concerns that arise. Actively manage community sentiment.

  • 3.9
    highOngoing

    Post-Launch Marketing

    Continue marketing efforts to maintain awareness and drive adoption of your token. Focus on utility and real-world use cases.

  • 3.10
    highOngoing

    Track Token Metrics

    Monitor on-chain metrics like transaction volume, active addresses, and token holder distribution using tools like Nansen or Glassnode.

Phase 04

Phase 4: Product Development & Growth

10 tasks
  • 4.1
    criticalOngoing

    Execute Roadmap

    Execute your product development roadmap according to schedule, delivering promised features and functionalities.

  • 4.2
    highOngoing

    Community Feedback

    Actively solicit and incorporate community feedback into your product development process. Prioritize user needs and suggestions.

  • 4.3
    criticalQuarterly

    Security Audits

    Conduct regular security audits of your smart contracts and platform to identify and address potential vulnerabilities.

  • 4.4
    mediumOngoing

    Partnership Expansion

    Continue expanding your partnerships with other DeFi projects, exchanges, and industry influencers to drive adoption and increase user base.

  • 4.5
    highOngoing

    Marketing & Promotion

    Maintain consistent marketing and promotional efforts to increase awareness and attract new users. Highlight your project's unique features and benefits.

  • 4.6
    mediumOngoing

    Data Analytics

    Implement analytics tools to track user behavior, identify areas for improvement, and optimize your product for maximum engagement.

  • 4.7
    high2 weeks

    Incentive Programs

    Design and implement incentive programs to reward users for their participation and contribution to the ecosystem. Consider staking rewards, liquidity mining, or referral programs.

  • 4.8
    high1 week

    Integrate Oracles

    Integrate reliable oracle services like Chainlink to provide accurate and up-to-date data feeds for your DeFi protocols.

  • 4.9
    medium4 weeks

    Cross-Chain Compatibility

    Explore cross-chain compatibility solutions to expand your reach and integrate with other blockchain networks. Consider using bridges or interoperability protocols.

  • 4.10
    highOngoing

    Monitor Governance

    Actively participate in governance processes and encourage community involvement in decision-making. Ensure transparency and accountability.

Phase 05

Phase 5: Long-Term Sustainability

10 tasks
  • 5.1
    criticalOngoing

    Revenue Generation

    Implement sustainable revenue generation models to ensure the long-term viability of your project. Consider transaction fees, subscription models, or premium features.

  • 5.2
    highOngoing

    Treasury Management

    Develop a robust treasury management strategy to safeguard and grow your project's financial reserves. Consider diversifying assets and investing in yield-generating opportunities.

  • 5.3
    highOngoing

    Community Governance

    Transition to a fully decentralized governance model where the community has significant control over the project's direction and development.

  • 5.4
    criticalOngoing

    Regulatory Compliance

    Stay up-to-date on evolving regulatory requirements and adapt your project accordingly to ensure compliance and avoid legal issues.

  • 5.5
    highOngoing

    Innovation & Adaptation

    Continuously innovate and adapt to the ever-changing DeFi landscape. Explore new technologies, trends, and opportunities to stay ahead of the curve.

  • 5.6
    criticalOngoing

    Risk Management

    Implement comprehensive risk management strategies to mitigate potential threats and vulnerabilities. Address smart contract risks, market risks, and operational risks.

  • 5.7
    mediumOngoing

    Ecosystem Growth

    Focus on expanding the DeFi ecosystem through partnerships, integrations, and the development of new applications and use cases.

  • 5.8
    mediumOngoing

    Education & Awareness

    Promote education and awareness about DeFi to increase adoption and attract new users. Create informative content and participate in industry events.

  • 5.9
    medium1 week

    Succession Planning

    Develop a succession plan to ensure the smooth transition of leadership and responsibilities in the event of unforeseen circumstances.

  • 5.10
    highOngoing

    Monitor On-Chain Governance

    Actively monitor on-chain governance proposals and voting activity to ensure community interests are represented and decisions are aligned with the project's vision.

Pro tips

  • Prioritize security audits: DeFi projects are prime targets for exploits. Invest in regular audits by reputable firms like OpenZeppelin.
  • Focus on community: A strong community is essential for DeFi success. Engage actively on platforms like Discord and Telegram.
  • Navigate regulatory uncertainty: The regulatory landscape for DeFi is still evolving. Stay informed and consult with legal experts.
  • Embrace interoperability: Explore cross-chain solutions to connect with other blockchain ecosystems and expand your reach.
  • Test thoroughly on testnets: Before deploying to mainnet, rigorously test your smart contracts on testnets like Goerli to identify and fix bugs.