TrueFi Docs

Onboarding for managers

Portfolio Managers ("PMs") can launch and run their own funds on TrueFi, using TrueFi's Structured Credit Vault infrastructure.

How do I onboard as a Portfolio Manager?

To deploy a portfolio, managers must be approved by TrueFi governance via the following steps:
  1. 1.
    PM posts forum request at
    • This forum request should outline the PM's background and plans, along with the PM's Ethereum (or Optimism) address.
    • For previous examples, please see here and More info on Portfolio Managers.
  2. 2.
    After governance approval, TrueFi governance adds the PM's address to the StructuredPortfolioFactory allowlist.
    • This enables the PM to launch their fund by deploying a credit vault.
  3. 3.
    PM deploys a credit vault to Ethereum (or Optimism).
    • See Structured Credit Vaults for a demo and further documentation.
    • Once a credit vault is deployed, lenders can put funds into the vault.