How to start an investment DAO in 10 minutes (FREE)
Hey guys so today i’m going to show you How to set up an investment club on Chain and i’ll give you an easy way as Well as a more elegant way depending on How big you want to go and look i know It’s fun going solo hunting in the nft Space you know sitting in a dimly lit Basement browsing open c trying to pick The perfect larva bread for your Linkedin profile pick but sometimes you Just gotta team up with others whether That’s people that you met in a discord Or a group of real life friends that are Trying to get more active in crypto or Maybe you just want to play pretend that You’re the hedge fund manager at jpeg Capital which if that’s the case don’t Forget to hit me up because i have Something you might want yeah sometimes We do a little domain squatting but Seriously people have been forming Groups for a while now and it appears That the trend is accelerating and one Of the main reasons is well because nfts Are expensive so once upon a time it was Rare for an nft to reach say a floor of Three to five eth and even if it did Reach that level it was only after Spending a good period of time at a Lower price point where people could Jump in so if you missed the boat well That’s on you but at least you had an Opportunity at a cheaper price but now We’re seeing nfts reach a floor of 2-3
Eth or more right out of the gate and in Some cases like with hate beasts if you Weren’t on that blessed white list then You wouldn’t stand a chance unless you Have six to eight each so if you’re just One person it gets really hard to Compete and even if you know that an nft That’s worth three eth has the potential To reach say 10 eth it’s going to be Hard for you to monetize that intuition One solution to this has been to buy Fractionalized nfts where you own tokens That represent you know say five percent Of an nft and this allows you to get in On blue chip collections like bordeaux Biacla but the problem there is that When you fractionalize an nft you Basically give up the utility that comes With it for example you can’t claim air Drops anymore and that’s often one of The best value propositions that you get Out of a collection but there’s another Way and that’s forming a dow or in this Case to be specific an investment club And this is actually way easier than you Might think and we can narrow this down To just a few components so first you Need to set up a wallet and figure out Who’s going to control that wallet then You need to raise money from a group of People and organize it so that everyone Knows how much they own in that wallet And then finally you need a way for Everyone to discuss and vote on how they
Actually want to use that money and as You’ll see in a second you do have the Option to get fancy at each one of these Steps to make your investment club more Robust so let’s get right into it with The first step which is choosing a Wallet and then figuring out who’s going To be the admin for that wallet now if This is just a small group of friends or You know people that you really trust Then you can get away with just using a Standard metamask wallet on ethereum or Phantom on solana or whatever other Chain that you’re using and so basically One person controls this heat phrase and They’re the one that pulls the trigger On any transactions and so you just need To trust that this person isn’t going to Empty out the wallet and run away with The money now as soon as your group Grows larger and that level of trust Isn’t shared across everyone then this Isn’t going to work anymore at this Point what you’ll probably need is a Multi-signature wallet which is when Multiple people have keys to the wallet And you need more than one confirmation For a transaction to go through think of This as having like two or more locks That have to be opened by different People in order to access the funds now The most popular platform for this is Going to be gnosis safe which is Basically a smart contract that
Effectively gives you a wallet that Requires multiple confirmations for any Transaction as you can see in this image And you can set this up any way you want So as you see here in the gnosis create A wallet page i can add multiple Accounts just by dropping their public Wallet addresses and then set the Minimum number of confirmations needed For any transaction by the way this is a Free service you only need to pay gas to Set it up okay so now that we have the Wallet set up step two is going to be to Just raise money from a group of people And then setting up a cap table that Shows everyone’s ownership in that Wallet so again if you’re just a group Of like five friends and this isn’t a Big deal you can just maintain a Spreadsheet with everybody’s numbers and As far as the wallets holdings all this Can be viewed publicly on something like Etherscan which is going to show the Balance of the wallet as well as every Transaction however you might want Something more robust and this is Definitely true the larger the group Gets but even with smaller groups you Still might want it as you’ll see in a Minute when we get to the portion about Voting and we’re in luck here because Just before i made this video we got a Brand new web 3 investment club platform By syndicate and i’ll throw a link in
The description below okay so here’s how It works easily transform any wallet Into a powerful web 3 investing dial Connect your wallet and launch an Investment club in a few clicks for just The cost of gas and you can use your Typical wallet here or plug in a gnosis Safe then send the link to accept Deposits from members ready to bring Everyone on board send members a link to Easily deposit and receive erc20 mirror Shares and this is gonna be the club’s Token and we’ll talk about that in a Second manage everything investments Members and more never manually track Investments or trades on spreadsheets Again syndicates dashboard manages Investments in real time okay so now i’m Going to do an example here and click Get started and create an investment Club and hit agree now the first thing It’s going to ask for is an investment Club name so i’m going to go with like Button down which is where we all get Together to bring gifts to the algorithm Which gives life to us all and then Choose a token that’s going to be used For things like voting and to token gate Your discord if you want then you select The amount you’re raising and it says Here that people will receive one club Token for every usdc deposited so this Is going to be the representation of Their ownership in this wallet then set
Up a time duration for how long people Have to join in so let’s just give them One week and then finally select the max Number of members and for now let’s just Go with the max which is 99. then it’s Going to ask you to agree to some terms Here basically confirming that you’re Not going to do anything illegal and Then hit create so here you are going to Have to pay some gas fees which is Probably going to be between 100 and 200 Depending on the current gas prices so This might not make sense if you’re Raising only 2 000 because you’re Already giving up you know about ten Percent of your pot but it’s less Material obviously if you’re raising Twenty thousand or a hundred thousand Dollars all right now here’s a demo for What it looks like when you have Everything set up so when people receive Their links to deposit money they’ll Land here and we can see the name and The token how far along we are to our Goal and i can deposit whatever i want Here and once the dial is closed you can See your ownership share of the total Pot here and then down here you can see The wallet balance and in this table we Have tokens on the ethereum network and You can also throw in seed round Investments if you want to make Off-chain investments and then finally We have nfts and here you can see that
It’ll show you the floor price as well As the price that you bought in at now Obviously in this case this ape is going To be worth a lot more than the floor of The collection so it’s difficult to Calculate the present value until you Actually sell so it’s not going to be as Accurate as the crypto section where you Always know exactly what your profits or Losses are beyond this if you really Want to cover your basis syndicate also Allows you to incorporate your Investment club as an llc and they’ve Also partnered with a company called Doula to help you with tax filings now You are gonna need to do your own Research on whether or not you need to Incorporate at all and what kind of tax Filings you need to do but i just wanted To add that here as an option but okay Just to review we now have our wallet And we have everything looking organized And so the next step is just to set up a Way for everyone to discuss and vote on What they want to buy and this is where Going with an option like syndicate does Come in handy because as you recall with Syndicate you receive erc20 tokens in Exchange for your deposit in the wallet And what you can do now is tokengate a Discord using a service like collab land Which already has a discord bot that Many nft discords use to verify that you Hold a certain token in your wallet and
So you can limit certain channels only To the people who hold the tokens from The wallet but again if you’re just like Five friends then this might be overkill And you can probably get away with just Using a normal discord server okay so Now you have people discussing what they Want to buy but at some point you have To make a vote and here you mainly have Two options you can either tie the votes To the tokens themselves or you can just Do simple polls on discord or a similar App so if you do want the tokens tied to The votes then the most popular way to Do this is with snapshot so if we look Here snapshot is a free gasless way to Create proposals and vote on them votes Are signed messages using your wallet And you can select different voting Systems which we’ll talk about in a Second so going to the snapshot website We can see that a ton of dials are Already using it you know d5 Organizations nft collections etc and Let’s jump into the doodles one for Example and here you can see they have An open proposal and this one is about Creating a sort of doodles mcdonald’s Meme as a reference to the market Crashing and it’s a pretty simple vote You either say sure or nah and if i go To vote it’ll check for a doodle on my Wallet which i have and then i can sign Off using metamask without paying any
Gas and in this case it looks like People were mostly against it and you Can actually see everyone’s individual Votes down here which is pretty cool so I would highly recommend using something Like snapshot if you have a larger group But i have also seen many smaller dows Function using discord polls where People just you know vote using emojis It sounds silly but it does work and It’s good enough until you feel you need To get more sophisticated regardless of Which path you choose one thing you do Need to figure out is your voting Strategy so the most common strategy I’ve seen is just one token equals one Vote some people think this is the Fairest option but others have Criticized it because it can lead to Inequality and it might give too much Power to wales so as an alternative you Can go with something like erc20 with Balance which checks whether the Participant has a minimum amount of Tokens required to vote and assigns all The votes to one and if you check in With the snapshot documents you’ll find That there are a ton of other strategies You can use as well you also need to Figure out the voting type or the Structure so for example you have single Choice voting where each voter may Select a single choice to give his total Voting power to and this is the one that
We’re most accustomed to but another Popular option is quadratic voting where Each voter may spread voting power Across any number of choices depending On how big the dow gets you might also Want to go with a delegate system where You assign your voting power to another Wallet and let them choose for you now If you do want to go with the delegate System then i would just check any legal Problems around that because if we look At syndicate they say that these clubs Don’t need to register as securities as Long as you meet certain requirements Including making sure that all members Actively participate in investment Decisions but again not a lawyer so just Do your own research on that and by the Way if you do just want to go the simple Discord route just know that you can Still use one of these fancy voting Systems okay you’re not limited to just Emojis for example if you want quadratic Voting well there is a website that Allows you to create these polls for Free and you simply assign individual Voting links to each member and lastly Another thing you want to figure out is How to handle withdrawals you know given That nfts are a liquid and it’s not Always practical to sell a small piece Of it you’re gonna have to figure out a Rage quit mechanism that satisfies Anyone who doesn’t like where the dial
Is heading okay so just to review we Have two types of dowels one which is Quick and easy and that might work best With smaller more informal groups and One that’s more robust and that’s Probably more appropriate for larger Groups and then we can break this down Into three steps so going with the quick And easy dial when you set up a wallet You might want to go with a simple meta Mask or phantom wallet when you organize It can just be with a simple spreadsheet You don’t really need a token and then For discussion and voting you can just Go with discord and telegram and simple Polls getting fancy with the more formal Dial when you set up a wallet you might Want to go with the gnosis safe then you Might want to choose something like the Syndicate investment clubs and that’s Going to give you organization but also A token and then when you discuss and Vote you might want to go with a Tokenized discord and something like Snapshot to tie votes to the actual Tokens by the way excluding gas fees Everything you see on this screen is Completely free so personally i think One of the biggest developments in web 3 Over the past year or so has been just How much easier capital formation has Become we don’t talk about it as much on This channel just because it’s not as Flashy as nfts but this could really be
One of the biggest trends of the year so Definitely familiarize yourself with all These tools and you might just want to Consider opening a dial with your Friends just to get a handle of how this All works to be honest it’s already Happening a lot more than you probably Think alright thanks for watching and I’ll catch you the next video