TrueFi Docs
  • What is TrueFi?
  • 🔎User Guide
    • Lend
      • How to lend
      • How to withdraw
      • Onboarding / KYC (for permissioned pools)
    • Borrow
      • Receiving a loan
      • Repaying a loan
    • Manage
      • Onboarding for managers
      • Creating a vault
      • Disbursing loans
      • Managing KYC/KYB requirements
  • âš¡TrueFi Protocol
    • Lines of Credit
      • Line of Credit tutorial
      • Lines of Credit technical details
    • Asset Vaults
      • Asset Vault tutorial
      • Asset Vault technical details
    • Credit Vaults
      • Credit Vault tutorial
      • Credit Vault technical details
        • Credit Vault contract overview
        • Waterfall details
    • Index Vaults
      • Index Vault tutorial
      • Index Vault technical details
    • TRU token
      • Staked TRU
      • How to Get TRU
    • Other concepts
      • Controllers
      • Instruments
        • FixedInterestOnlyLoan
        • BulletLoans
      • [Legacy] DAO pools
        • delt.ai loan: Jan 2023 airdrop claiming instructions
        • delt.ai loan: July 2023 airdrop claiming instructions
        • delt.ai loan: October 2023 airdrop claiming instructions
        • delt.ai loan: Jan 2024 airdrop claiming instructions
        • delt.ai loan: Apr 2024 airdrop claiming instructions
        • delt.ai loan: Nov 2024 airdrop claiming instructions
        • Loan approval process
        • Lender FAQs
          • Lending to DAO pools
          • Farming TRU rewards
          • Withdrawing funds
          • How lending pool (LP) tokens work
          • How loan tokens work
          • SAFU (Secure Asset Fund for Users)
          • Risk Mitigation
        • Developer docs
      • Other legacy contracts
        • Managed Portfolio [legacy]
        • Flexible Portfolios [legacy]
          • Flexible Portfolio contracts
    • Audits
Powered by GitBook

General

  • TrueFi app
  • Docs

Governance

  • Tally
  • Snapshot

Community

  • Forum
  • Twitter
On this page
  • How does it work?
  • Does TrueFi support "real world" use cases?
  • What are potential benefits of using TrueFi?

Was this helpful?

Export as PDF
  1. User Guide

Manage

Getting started as a Portfolio Manager on TrueFi

PreviousRepaying a loanNextOnboarding for managers

Last updated 12 months ago

Was this helpful?

Portfolio Managers ("PMs") can use TrueFi infrastructure to run their own credit fund on the Ethereum blockchain and additional networks.

In this section, PMs can learn how to launch and manage a fund on TrueFi. Below is a step-by-step guide to running a fund on TrueFi:

  1. Onboarding for managers: New managers introduce themselves to the TrueFi community and are vetted by TrueFi governance. During this process, potential lenders can communicate with and learn more about PMs.

  2. Creating a vault: PMs deploy their fund (called a "vault") via the TrueFi app.

  3. Disbursing loans: Once a vault is live, PMs can disburse funds to borrowers. The TrueFi app makes it easy for PMs and borrowers to create loans, disburse funds, and repay loans.

  4. Continuous fund management: TrueFi smart contracts streamline the processing of lender inflows/outflows, as well as principal and interest payments, in real-time 365/24/7.

TrueFi's partner Archblock can help institutional users onboard and operate on TrueFi.

For more info, visit .

How does it work?

For a brief overview, see the demo video below:

PMs are able to share information and due diligence materials with lenders via the TrueFi app.

Does TrueFi support "real world" use cases?

Yes, TrueFi offers infrastructure to support "real world" financing as well as crypto-centric financing deals. TrueFi smart contracts give PMs the ability to create instruments such as fixed rate loans, lines of credit, amortizing loans, and multi-tranche facilities.

What are potential benefits of using TrueFi?

  • Reduced overhead cost, by servicing otherwise difficult and expensive components of fund management on-chain.

  • Access TrueFi's global liquidity network, leveraging DeFi rails to interact with lenders across the world 24/7/365.

  • Best-in-class infrastructure enables PMs to configure pools to their specifications.

When the PM configures policies for fees, min/maximum portfolio size, portfolio maturity dates/tenor, and other parameters.

Additionally, PMs have the option to run, where they can enforce KYC/KYB policies for lenders. Read more on how PMs can set such policies.

For a recent example, read here:

🔎
creating a portfolio
permissioned portfolios
here
https://blockworks.co/news/on-chain-investors-us-treasury
archblock.com/managers