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Checklist · Web3

Web3 fundraising checklist — Step by Step 2026

Fundraising in Web3 requires a strategic approach that considers tokenomics, community engagement, and decentralized governance. This checklist provides a step-by-step guide to navigate the unique landscape of Web3 fundraising, covering essential aspects from crafting your whitepaper to securing grants and launching your token.

50 checklist items 7 min read
Reviewed by Roman Trotsko & Denis TrotskoLast reviewed March 2026

Phase 01

Phase 1: Foundation & Planning

10 tasks
  • 1.1
    critical1 week

    Define your Web3 Value Proposition

    Clearly articulate how your dApp, protocol, or DAO solves a problem and creates value for users. Focus on UX and scalability.

  • 1.2
    critical2 weeks

    Develop a Detailed Whitepaper

    Outline your project's vision, technology, tokenomics, team, and roadmap. Address potential security concerns and regulatory compliance.

  • 1.3
    critical1 week

    Establish a Legal Structure

    Consult with legal experts to determine the optimal legal structure for your Web3 project, considering regulatory implications and token distribution.

  • 1.4
    critical1 week

    Craft a Tokenomics Model

    Design a sustainable tokenomics model that incentivizes participation, aligns with your project's goals, and addresses potential inflationary pressures.

  • 1.5
    high2 weeks

    Build a Minimum Viable Product (MVP)

    Develop an MVP to showcase your project's core functionality and gather early user feedback. Consider using tools like Thirdweb for rapid prototyping.

  • 1.6
    high2 weeks

    Assemble a Core Team

    Recruit a team with expertise in blockchain development, smart contracts, marketing, and community management.

  • 1.7
    high1 week

    Set Up Essential Infrastructure

    Establish your project's infrastructure, including blockchain nodes (Alchemy, Infura, QuickNode), wallets, and data analytics tools.

  • 1.8
    medium0.5 week

    Define Key Metrics and KPIs

    Establish key metrics to track your project's progress and success, such as user adoption, transaction volume, and token price.

  • 1.9
    high0.5 week

    Plan for Security Audits

    Schedule security audits for your smart contracts and infrastructure to identify and address potential vulnerabilities. Use firms like CertiK.

  • 1.10
    medium0.5 week

    Create a Fundraising Budget

    Estimate the costs associated with fundraising, including marketing, legal fees, and development expenses.

Phase 02

Phase 2: Community Building & Marketing

10 tasks
  • 2.1
    high1 week

    Build a Strong Online Presence

    Create a website, Twitter account, Discord server, and other social media channels to engage with your community.

  • 2.2
    medium1 week

    Develop a Content Marketing Strategy

    Create informative and engaging content about your project, including blog posts, articles, videos, and infographics.

  • 2.3
    mediumongoing

    Engage with the Web3 Community

    Participate in relevant online forums, attend industry events, and connect with other Web3 projects and influencers.

  • 2.4
    lowongoing

    Run Targeted Advertising Campaigns

    Use targeted advertising on social media and other platforms to reach potential investors and users.

  • 2.5
    mediumongoing

    Host AMAs and Community Events

    Host Ask Me Anything (AMA) sessions and other community events to answer questions and build relationships with potential investors and users.

  • 2.6
    mediumongoing

    Develop Partnerships with Other Projects

    Collaborate with other Web3 projects to cross-promote your projects and reach new audiences.

  • 2.7
    low1 week

    Create a Referral Program

    Incentivize existing users to refer new users to your project.

  • 2.8
    mediumongoing

    Monitor Community Sentiment

    Track community sentiment on social media and other platforms to identify potential issues and address concerns.

  • 2.9
    low1 week

    Translate Content for Global Reach

    Translate your website, whitepaper, and other content into multiple languages to reach a global audience.

  • 2.10
    medium1 week

    Prepare for a Launch on Product Hunt

    Plan a Product Hunt launch to gain visibility and attract early adopters. Prepare assets and engage with commenters on launch day.

Phase 03

Phase 3: Grant Applications & Funding

10 tasks
  • 3.1
    high1 week

    Identify Relevant Grant Programs

    Research and identify grant programs offered by blockchain foundations, DAOs, and other organizations (e.g., ETHGlobal, Web3 Foundation).

  • 3.2
    high2 weeks

    Prepare Grant Applications

    Craft compelling grant proposals that highlight your project's impact, technical feasibility, and team expertise.

  • 3.3
    mediumongoing

    Network with Grant Providers

    Attend industry events and connect with grant program representatives to build relationships and learn about upcoming opportunities.

  • 3.4
    highongoing

    Track Application Deadlines

    Maintain a calendar of grant application deadlines and ensure timely submission of all required materials.

  • 3.5
    high1 week

    Develop a Pitch Deck

    Create a concise and visually appealing pitch deck that highlights your project's key features, tokenomics, and fundraising goals.

  • 3.6
    medium1 week

    Prepare a Financial Model

    Develop a detailed financial model that projects your project's revenue, expenses, and cash flow.

  • 3.7
    mediumongoing

    Practice Your Pitch

    Rehearse your pitch to ensure a clear and confident delivery.

  • 3.8
    medium1 week

    Identify Potential Investors

    Research and identify venture capital firms, angel investors, and other investors who are interested in Web3 projects.

  • 3.9
    lowongoing

    Attend Investor Events

    Attend industry events and conferences to network with potential investors.

  • 3.10
    mediumongoing

    Tailor Your Pitch to Each Investor

    Customize your pitch to address each investor's specific interests and investment criteria.

Phase 04

Phase 4: Token Launch & Distribution

10 tasks
  • 4.1
    high1 week

    Choose a Launch Platform

    Select a suitable launch platform for your token, such as a decentralized exchange (DEX) or a launchpad.

  • 4.2
    critical1 week

    Prepare for KYC/AML Compliance

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

  • 4.3
    critical1 week

    Set Up Token Contracts

    Deploy your token smart contracts on the chosen blockchain network.

  • 4.4
    high0.5 week

    Configure Token Distribution

    Determine the token distribution strategy, including allocation for the team, community, and investors.

  • 4.5
    high1 week

    Conduct a Token Sale

    Execute your token sale, ensuring a smooth and transparent process for participants.

  • 4.6
    medium2 weeks

    List Your Token on Exchanges

    List your token on centralized and decentralized exchanges to increase liquidity and accessibility.

  • 4.7
    high0.5 week

    Provide Liquidity

    Provide liquidity to your token on decentralized exchanges to facilitate trading.

  • 4.8
    medium1 week

    Implement Staking Mechanisms

    Implement staking mechanisms to incentivize token holders to participate in the network.

  • 4.9
    mediumongoing

    Monitor Trading Activity

    Monitor trading activity and address any issues or concerns that arise.

  • 4.10
    mediumongoing

    Provide Ongoing Support

    Provide ongoing support to token holders and address any questions or concerns.

Phase 05

Phase 5: Post-Launch & Sustainability

10 tasks
  • 5.1
    highongoing

    Track Key Metrics

    Monitor key metrics such as user growth, transaction volume, and token price to assess the success of your launch.

  • 5.2
    highongoing

    Engage with the Community

    Continue to engage with the community and provide regular updates on your project's progress.

  • 5.3
    mediumongoing

    Develop New Features

    Continuously develop new features and improvements to your project to maintain user engagement and attract new users.

  • 5.4
    mediumongoing

    Explore New Partnerships

    Explore new partnerships with other Web3 projects to expand your reach and user base.

  • 5.5
    criticalongoing

    Adapt to Regulatory Changes

    Stay informed about regulatory changes and adapt your project accordingly to ensure compliance.

  • 5.6
    mediumongoing

    Secure Ongoing Funding

    Explore options for securing ongoing funding, such as grants, venture capital, or revenue generation.

  • 5.7
    medium2 weeks

    Build a DAO

    Transition your project to a decentralized autonomous organization (DAO) to empower the community and ensure long-term sustainability.

  • 5.8
    medium1 week

    Implement Governance Mechanisms

    Implement governance mechanisms to allow token holders to participate in decision-making.

  • 5.9
    criticalongoing

    Ensure Security

    Continuously monitor and improve the security of your project to protect against attacks and vulnerabilities.

  • 5.10
    highongoing

    Foster a Positive Culture

    Foster a positive and inclusive culture within your community to encourage participation and collaboration.

Pro tips

  • Prioritize community engagement by actively participating in Discord, Telegram, and other relevant platforms.
  • Focus on building a strong brand identity that resonates with the Web3 ethos of decentralization and transparency.
  • Conduct thorough security audits of your smart contracts and infrastructure to prevent costly exploits.
  • Stay up-to-date with the latest regulatory developments in the crypto space to ensure compliance.
  • Consider offering incentives for early adopters to bootstrap your community and generate initial traction.

Frequently asked questions

Keep building

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