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Token document management, e-signatures, recordkeeping, and contract templates using Liquifi

Robin Ji
Robin Ji
Robin Ji
Robin Ji
CEO & Co-Founder at Liquifi
Token document management, e-signatures, recordkeeping, and contract templates using Liquifi
Key takeaways

Token document management, e-signatures, recordkeeping, and contract templates using Liquifi

Create, issue, and sign token agreements using Liquifi

For teams that manage employee token programs or fundraise from private investors, you typically work across multiple stakeholders (Finance, HR, Ops, Legal) to issue and manage your token documents (employee comp awards, token warrants, etc.). We’re proud to announce new features to help your team simplify this process and better manage their token agreements.

  • Document management
  • Automated e-signatures
  • Legal agreement templates
  • Custom documents

These features will help you automatically update your token cap table, save on administrative legal expenses, and streamline hiring processes.

Spend less time and resources managing documents

When managing critical token-related decisions, it’s necessary to have your records up-to-date and error-free. The legal document serves as the source of truth, and teams frequently find themselves manually transferring data from signed agreements to a spreadsheet to update ownership percentages on token cap tables and track historical records of grant issuances and acceptances.

Without Liquifi, token processes may incur significant legal expenses in managing the paperwork and administration. With numerous handoffs, from HR to employee to legal and back, there are too many opportunities to make mistakes and for numbers to get lost with how fast teams move.

Automation for HR, operations, and legal departments

Liquifi offers the first complete solution to manage your token distribution needs from start to finish. When launching your project, you start with the token documents you need to set up employee token awards or investor warrants. As your team scales, Liquifi will help you navigate the complexities of a token launch until the delivery of tokens on your token generation event.

Your law firm can use Liquifi directly and upload your legal templates. Our platform also offers token agreement templates for educational purposes. 

Gathering wallet addresses and signatures is easy using our customizable document templates. Standardize your information collection process, and employee onboarding gets even easier with a solution that replaces onboarding forms, spreadsheets, e-signature platforms, and other disparate tools you stitch together.

  • Upload, modify, and review agreements across your entire team
  • Collect necessary onboarding information from your stakeholders with template forms (e.g., name, token allocation amount, vesting schedule, lockup periods, token purchase price, etc.)
  • Specify who you want to send agreements to 
  • Have stakeholders sign documents and keep one source of truth between all parties

FAQ

Question Answer
What if I have my own token agreement template? Do I have to use the one provided in the platform? Liquifi allows you to upload your own token agreement template and set custom data request tags/fields so that it fully matches your needs.
Do your custom templates support different tags or information fields? Yes, Liquifi lets you collect different information during the document signing process, such as your jurisdiction, wallet address, and other fields you get to pre-select and define.
What if I don't have a live token yet, and it’s a future token agreement? Without a live token, you can upload a future token agreement and use our platform during the pre-launch phase to track stakeholder ownership records.
How do we collect wallet addresses or other information? Collecting wallet addresses CAN be done as part of the document signing process by defining it as a custom field to complete.
Do I have to create a grant to send documents for signature? Yes, creating a grant plan is required to send documents for signatures. Liquifi automatically keeps your records up to date by creating a token grant upon execution of the agreement.

Simplify document management with Liquifi today

Curious about about the end-to-end flow? Download our one-pager for a sneak peek or contact bd@liquifi.finance to discuss your use case.

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Robin Ji
Robin Ji
·
CEO & Co-Founder at Liquifi
Token Vesting and Compensation Guru

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