Post Investment Management

We will mention Asset Management features in this case.

If the project we would like to invest

Had issued a token

Take Looksrare as an example

Looksrare issued its token in January 2022. We could add the project to the list of on-chain investments.

Imagine we invest 2M $LOOKs in their A round, we could input the on-chain investment by clicking on Manage Schedule, and then:

Now we can track them here

Looksrare's going to raise series B. We are wondering if we should invest in another round. At this time, we may need some more specific indicators—— Let's check at Looksrare project page.

We will find out that Looksrare lost in the NFT Marketplace Competition and has only about 1/30 DAU of its competitors.

Then we decide not to attend this round and wait for the unlock time to sell our unlocked tokens.

Run by equity

Take Opensea as an example

Because Opensea hasn't issued their tokens yet (or never will), we could add the project to the list of off-chain investments.

Imagine we invest 50M for a 5% share of Opensea in the seed round, we could input the off-chain investment like this:

Now your portfolio value would be 50M.

Now it's Opensea's series A, when you are wondering if you should invest in another round, you check our Opensea project page. And you find out that Opensea still dominates the NFT marketplace track and has 40x DAU of its competitors.

So you make an additional investment of 50M and this round the unit price is 20M.

You can update the Opensea investment like this:

Months later, Opensea raised series B at the unit price of 40M, you think it's time to exit, so you exit all your shares (7.5%), and now you have a 200M realized gain.

Plans to issue tokens

Blur is used here as an example.

Blur has not yet issued tokens but plans to issue their token $BLUR in the near future, so there is no $BLUR price on the market.

You want to predict how much return Blur will bring to you after its release in the future, so you need to make a reasonable estimate of the future market value of Blur tokens.

Project hub will be a good valuation tool, which can compare Blur's data with other competitors, such as user overlap, profitability, user attraction, and other key indicators.

First, you can use the Project hub to determine the projects with the highest overlap with Blur users.

Second, you can compare the number of users and DAU trends between similar products to see whether Blur has an advantage among them.

Third, further compare the user retention rates between competing products to see if they can attract users and make users rely on the product.

Finally, you find a project that has issued tokens similar to Blur and compare it with a reasonable range of Blur's future market value.