TrueFi Docs

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. 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.
  2. 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. 3.
    PM deploys vault