Onboarding for managers

Portfolio Managers ("PMs") can launch and run their own funds on TrueFi, using TrueFi credit infrastructure.

How to onboard (as a Portfolio Manager)

To deploy a portfolio, managers must be approved by TrueFi governance via the following steps:

1. PM posts forum request at https://forum.truefi.io/.

   • 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.

2. After governance approval, TrueFi governance adds the PM's address to an allowlist.

   • This enables the PM to deploy vaults from a factory contract.

3. PM deploys vault

   • Vaults are supported on Ethereum and Optimism.

   • For more details on how vaults work, visit Credit Vaults and Asset Vaults.