not approved
Token Allies the First Decentralized VC in Cardano - 2nd phase
Current Project Status
Unfunded
Amount
Received
₳0
Amount
Requested
₳200,000
Percentage
Received
0.00%
Solution

Token Allies, the first Decentralized VC in Cardano, revolutionizes investing. Democratizing access, dismantling barriers, redefining VC through inclusivity, transparency, and mutual benefits.

Problem

TokenAllies-Logo-f295d2.png

It’s hard for projects to raise the money they need to continue building great products and services. Catalyst solves the starting up or inception, we need serious money, for continuity and growth.

Impact / Alignment
Feasibility
Value for money

LATAM Cardano Community

3 members

Token Allies the First Decentralized VC in Cardano - 2nd phase

Please describe your proposed solution.

Token Allies, the first Decentralized VC on Cardano, is poised to redefine venture capital. The VC will be managed by the Token Allies DAO, this DAO aims to ease capital flow and broaden opportunities by disrupting the traditional VC model and engaging many ecosystem participants. It is especially tailored to fuel the expansion of existing Cardano projects and provide those needed resources for those who have traction and proven business models.

There is nothing wrong with the purpose of the VCs, and it is clear that they have fueled innovation and growth in many areas. Though the centralized way of managing them, is what usually brings all sort of problems and disappointments. Private managed (centralized) VCs work with few "experts"(General Partners) that get to decide what, how and what to do with the Capital raised, leaving the investors (Limited Partners) to sit and wait in hope their funds will be wisely and carefully managed. That old model, produces also a misalignment of interests between these two parties, resulting in loosing impact and opportunities. Our purpose at Token Allies is to solve the bad part of the current VC model, while taking the good ones at higher levels, optimizing the inflows of serious money to impact driven and high growth projects, in a decentralized way, that can give all participants the level of trust, transparency, participation and results they are looking for.

Today, investment in Cardano is limited to starting level investments by Catalyst and some scarce more serious capital from a few investors (mostly coming within the ecosystem itself). Token Allies addresses this imbalance, extending the reach of Cardano's growth and development beyond this limitation, that is hindering great projects with good potential, to be able to reach escape velocity.

Acting as a Catalyst natural continuation in the Cardano ecosystem, Token Allies DAO is a community-driven platform that invites a wide range of investors from the Crypto space, to benefit from higher returns with less risk, without leaving the Crypto space, by investing in startups and companies the proper capital they need to reach sustainable businesses. It adds a unique twist to the investment landscape, pairing a unique decentralized funding model based in Cardano's blockchain technology with investors from all over the world. This fusion empowers high potential, high growth, high impact projects to reach their goals, while providing investors an avenue to optimize their capital while actively engaging in the process, without leaving the crypto space.

HOW DOES IT WORKS

Token Allies is a DAO that allow its members to become investors in FUNDs that are proposed, reviewed and approved by them. Participation on the FUNDS is optional, but to participate in them, the DAO membership is required.

All the DAO governance are proposed and debated thru our discord channels, while the voting itself will be performed at a DAO platform (1st option is Clarity platform).

The FUNDS once approved by the DAO, are coded via our own template Marlowe Smartcontract that has parameters that are set based on the DAO's decision for the fund (Amount to be raised, type of investment, minimum threshold to collect, timeframes, expected returns, expected duration of investments, requirements for companies applying, etc.) These Smartcontracts will be uploaded, run and instantiated on chain via Demeter.Run platform, which then be integrated to our own Investment Platform via its Marlowe API. Only the platform administrators will have access to this backend. The Smartcontract will be totally autonomous once instantiated in the blockchain and will either be closed once deadline is reached or the amount to be raised, securing investors and DAO valuables.

The investment platform exists today as a fully functional MVP with the capabilities to register, assign roles, manage preferences, create Funds entities (by Administrators) and allow users with Investor role to interact with those Fund entities. The platform integrates CIP30 wallets, so users can connect them to the platform, to create investment transactions and receive Tokens and returns.

Here are some screenshots of the actual platform that is currently running in preprod:

Screenshot-2023-07-16-at-22.55.51-9a0745.pngScreenshot-2023-07-16-at-22.56.31-36fe49.pngScreenshot-2023-07-16-at-22.57.20-08614d.pngScreenshot-2023-07-16-at-22.57.31-115ac9.pngScreenshot-2023-07-16-at-22.57.43-d0a1c1.pngScreenshot-2023-07-16-at-22.57.57-09b094.pngScreenshot-2023-07-16-at-23.51.21-fd2b99.pngScreenshot-2023-07-16-at-23.53.10-8fcc93.pngScreenshot-2023-07-16-at-23.51.58-d7cffd.pngScreenshot-2023-07-16-at-23.54.16-2fcf3e.pngScreenshot-2023-07-16-at-23.54.39-c929dc.png

OUR TOKENOMICS

The Token Allies DAO has a three token business model, the DVC, the ALLI and the Investor ID NFT. They work in conjunction, the DVC being the governance utility token to participate in the DAO decision making process (Treasury management, Approval of Fund creation, Oversight of the DAO budget, etc), the ALLI token that works as a dual purpose utility token, first to give investors access to participate in the FUND their invested in decision making (voting which companies receive investment, approval the vesting of funds, approval progress reports from invested companies, etc) and also as a liquidity mechanism if they decide not to participate in the Fund governance, allowing them to sell the token in a secondary market. Finally the Investor ID NFT is the token that gives the investors rights to claim the returns generated by the FUND investments.

The complete details of how this model works can be found in our detailed WhitePaper in <https://www.tokenallies.com> and some clarifications in our FAQ channel at our Discord: <https://discord.gg/RREfkCdT65>

How does your proposed solution address the challenge and what benefits will this bring to the Cardano ecosystem?

Our alignment with the Challenge objectives is clear, we are building a Business Solution in the Defi space, that could fill a so much needed GAP many projects in Cardano are facing, with lack of serious money to reach their potential, specially with no outside VCs interest in our ecosystem. The impact could be huge, aiming directly to the Challenge Why statement: "Cardano needs innovations and solutions that help the ecosystem reach its potential and help improve the systems we use across the world."

Our DAO decentralizes decision-making, ensures expert due diligence, and promotes informed choices, fostering a vibrant, inclusive and transparent ecosystem. ALLI Token, minted as a utility token for investors' trust, offers voting rights in the Token Allies' fund they choose to invest in, thus reinforcing participatory decision-making, adding transparency and lowering the barriers for investment and deal flow.

Taking advantage of Cardano's ecosystem cutting edge technologies, such as the Cardano Blockchain, the Marlowe's financial Domain Specific language and infrastructure; Scaling and efficient solutions such as Demeter.run and DAO processes proven platforms such as Clarity we aim to create a unique set of trusted processes, governance rules and Smartcontracts that facilitate and secures the Funding processes needed for our model to work.

Our journey towards this innovative approach has seen countless hours, extensive expertise and immense passion. Our first platform MVP, testifies our commitment to transform investment via blockchain's potential. With Token Allies, investors and companies will have an empowering platform to drive mutual value creation.

During that journey, we have faced hard pivots to found a unique model that can really produce the world-wide impact we set to achieve, that were not easy to do, but the experiences and learnings we have collected allowed us to reach our current state that after almost two years have resulted in this unique model to approach the issues we want o solve by creating this Decentralized VC.

In essence, Token Allies is not just another VC player, but a game-changer aiming to democratize investing, making it more accessible, transparent, and beneficial for the Cardano community.

How do you intend to measure the success of your project?

As this is a development project, success will be easily measured by the delivery of its proposed Milestones, with clear and tangible verifiable outputs and evidence.

Our proposed KPIs are divided in two, the first set are there to demonstrate and allow auditory of project deliverables and progress, the second set are there to report and track on Outcomes of the project, once it start to operate in production, they are:

Project KPIs:

  • Project delivery Milestones agreed and documented as our project goals and roadmap, to report on the project progress and delivery on our commitments. (Detailed description in the Roadmap section)

Outcome KPIs:

Short-Medium term

  • Number of DAO members: Reaching 250 wallets holding an average of 5 DVC tokens each within the first two months of operation.
  • A FUND1 with a minimum of 1 M USD equivalent target, proposed, voted and created within the first semester of operation (that means the Fund's smartcontract is enacted on the Blockchain, and open to receive investors money).
  • Depending on the KPI above, start of the FUND1 Campaign to attract companies willing to apply to funds, based on the FUND1's approved terms voted by the DAO.
  • Number and value of the Tokens minted (DVC and ALLI) thru time.

Medium-Long term

  • Number of companies invested by the Token Allies Funds, by type series (series A, series B, etc).
  • Number of companies invested, per Fund, that generated a successful Exit (reached the growth and scale purpose).
  • Number of companies invested, that are using the Cardano Blockchain.
  • Average return ratio to investors per Fund (in X amounts from the invested amount).
  • Average holding amount of ALLIs on Fund investors' wallets.
  • Average voting power of DVCs on DAO members' wallets.

Please describe your plans to share the outputs and results of your project?

As we are a DAO, all of our activities and results are shared openly with our community, thru our Channels, which are open also to the public, so anyone can jump in to our Discord, Telegram or tap into our Twitter, and listen to our spaces to check on the progress and results of the DAO.

But if the project is funded, besides from the monthly reports and POA that we will be submitting as part of the Catalyst process. We are willing to participate in any forum or event that is open to or we are invited to, so we can share the progress, lessons learned and results. So other VCs can also growth within the ecosystem to form a continuous source of Capital to foster and fuel more and more real use cases.

When we have enough experience and proof of our hypothesis we will open source our playbook and best practices.

After this project is completed, we will provide a detailed summary in writing with a nice video on the journey, accomplishments, learnings and outcomes of it.

What is your capability to deliver your project with high levels of trust and accountability?

Our core team, is comprised of 4 partners from Argentina, who are active members in Catalyst and the Cardano ecosystem, looking to leave a footprint in the world. We are passionate about the potential that Cardano can provide to people all over the world.

Lucas Macchiavelli

Lucas started his journey in the traditional stock markets, and quickly made his road into a passion at 19 years old. After advising several clients to traditional investments he turned his sight into Cryptocurrencies and Blockchain Technology, where he recognized it's life changing potential. Thanks to blockchain technology many doors that were previously closed opened, crowdfunding was one of them. After seeing the difficulties with traditional funding methods, he came up with Token Allies. F8 Proposal Assessor & Cardano Ambassador.

F7 Funded Proposer (https://cardano.ideascale.com/c/idea/382611)

F8 Funded Proposer (https://cardano.ideascale.com/c/idea/400427)

F9 Funded Proposer (https://cardano.ideascale.com/c/idea/64666)

Linkedin: https://www.linkedin.com/in/lucasmacchiavelli/

Alex Pestchanker

Alex has 24+ years of experience building Digital Products and Companies. He has a dual background, on one side a Solutions Architect and Developer (Cloud, Blockchain, C#, .NET, Java, Angular, DevOps) and on the other side a Company Builder and Advisor, building high-performance teams to deliver products that customers love (Customer Development, Agile, Lean, Design Thinking). Alex is also a professor at ITBA (one of the most prestigious engineering universities in LATAM) and a public speaker, helping to build common knowledge around Digital Transformation, Exponential Organizations, and Abundance.

Within Cardano, Alex is an active community member, performed as Proposal Assessor in F6, F7, F8 and F9 with high ratings on his assessments, and Veteran PA in F7, F8 and F9. He has also been awarded several times for his proposals and successfully completed most of them such as: F6: Proposals Mentors Marketplace ( https://cardano.ideascale.com/a/dtd/369749-48088 ), F7: Proposals Mentors Marketplace -cont (https://cardano.ideascale.com/c/idea/382926), F8: DCorps - Digital company registry (https://cardano.ideascale.com/c/idea/400064), F8:Funding real world Businesses (https://cardano.ideascale.com/a/dtd/422489-48088), F9:Bringing Business to Cardano (https://cardano.ideascale.com/a/dtd/422416-48088), among others.

Alex is also a 1st cohort ATALA-Prism Pioneer a 3rd cohort Plutus pioneer and 1st cohort Marlowe's pioneer.

Linkedin: https://www.linkedin.com/in/apestchanker/

Facundo Lopez

His entrepreneurial mindset has led him to develop skills and live experiences throughout his company path that were essential when it came to create, design and execute Token Allies. His ambition, passion, perseverance and abilities, combined with all the knowledge acquired during his academic training, are crucial when carrying out and managing the project, especially when taking care of administrative issues.

Linkedin: https://www.linkedin.com/in/facundo-l%C3%B3pez-franceschi-b13814184/

Elias Aries

Started as a content creator, creating and managing CardanoWeekly, on Instagram. Through strategic marketing efforts, Elias witnessed firsthand the overwhelming support of the Cardano community and recognized the importance of simplifying information for a broader audience to comprehend the project and its ecosystem. This experience led him to join the Token Allies team, where he seamlessly transitioned his skills into a more institutional landscape.

Linkedin: <https://www.linkedin.com/in/elias-aires-342058236/>

Both Alex and Lucas are known active members of the Cardano ecosystem, as cofounders of the LATAM Cardano Community helping to building impact in and out of the Latin America region and hosts of the LATAM Townhall and Spaces weekly meetings that aim to lower the barriers for adoption of Cardano in Latin America and organizers of the 13 CIP 1694 Cardano Decentralized Workshops held in LATAM and attendees of the Global CIP 1694 workshop in Edinburgh.

What are the main goals for the project and how will you validate if your approach is feasible?

This Development phase seeks to elevate our first MVP to a full working platform, that can successfully host our first Fund's Smartcontracts and investment/operating platform.

Our objectives and its validations for this phase are:

  • Functionality added to the platform, to CIP30 wallet integration, so DAO members can select appropriate roles by holding their DVC tokens in the connected wallet.
  • DAO members can vote on governance proposals on the voting platform (Clarity as the first candidate) Operating Budget, Funds, etc.
  • The Token Allies investment platform is available and ready in production to register the first FUND (FUND1), so DAO members can be able to review all the details of the FUND and required investment.
  • The Demeter.Run backend is properly configured, so it can successfuly register and run the FUND1 Smartcontract. This will be enacted by sending to the Smartcontract the initial transaction with the corresponding ALLI tokens to the FUND target raising amount. Smartcontract script can be verified to be running on chain and corresponding status waiting to receive investments.
  • The wallet integration (CIP30) and the investment process that is triggered from our investment platform works as intended so investors can send money to the Smartcontract, and the corresponding role token is received in the investor's wallet.
  • After the collecting period (to be defined by the Fund's parameters), the fund can be declared Fully Funded (raising amount above predefined threshold) and ALLIs are sent from the SmartContract to each investors wallet, or if the FUND does not reach the threshold it is declared closed not funded and all the investments are returned to the respective investors wallets.
  • If FUND is Fully Funded, and investors had received their corresponding ALLIs, then the collected funds are sent to the FUND Multisig wallet so the VC can start the companies application phase.
  • Reports can be generated from the Blockchain and the Marlowe Smartcontract so investors can understand the status of the FUND.
  • After a fully funded FUND, the investment platform, shall move the process to the next stage, publishing the FUND, so companies can start applying to it.

Please provide a detailed breakdown of your project’s milestones and each of the main tasks or activities to reach the milestone plus the expected timeline for the delivery.

<u>Milestone 1</u>: By the end of first month, since project start.

INVESTMENT PLATFORM: users can register on our platform and select their role as Investors or DAO members using the DVC tokens in their connected CIP30 wallets.

GOVERNANCE PLATFORM: Clarity (or equivalent) platform managing the DAO governance is published and accessible, DAO members can register and are recognized by their DVC token. First voting on the platform is performed to enable the operating budget of the DAO.

<u>Success criteria - Milestone 1:</u>

a) INVESTMENT PLATFORM: Platform recognizes the DVC token in the connected wallet, searching for it when a user wants to gets the DAO member or Investor role.

b) GOVERNANCE PLATFORM: DAO's Governance platform working, enabling members to register using their DVC token as proof of membership. Successful first voting to enable the DAO's operating budget.

<u>Milestone 2</u>: By the end of second month, since project start.

DEMETER PLATFORM: Marlowe Smartcontract developed, instantiated and working from a Demeter.run node in the Cardano's Preprod net. API published, to be accessible from the platform.

INVESTMENT PLATFORM: Token Allies investment platform connected to the Demeter.run backend allowing to register and connect the Funds entity to the Smartcontract. Test stable coins can be sent from the platform to the Smartcontract as investment and role tokens are received on the test wallets. Smartcontract is properly closed after the test funding period.

GOVERNANCE PLATFORM: FUND1 fund is register, reviewed and proposed in the Governance platform and voted by the DAO members.

<u>Success criteria - Milestone 2:</u>

a) DEMETER PLATFORM: Fund Smartcontract can be created in Preprod, with the predefined Fund parameters, ALLIs token can be sent to the contract to instantiate it. Contract is properly closed after defined period of time or after Fully funded. Smartcontract running with proper parameters can be verified on chain in Preprod.

b) INVESTMENT PLATFORM: Token Allies Platform can interact with the Smartcontract via Marlowe API running at the Demeter.run node. Information can be seen on the platform, retrieving number of investors, amount invested, % of threshold reached, etc.

After collection test date or Fully funded contract is closed properly, tests are successful: If threshold has not been reached funds are returned to investors, if it does, test ALLIs are sent to test Investors Wallets and Test Collected Funds to the test Fund's Wallet.

c) GOVERNANCE PLATFORM: Proposal and voting of the FUND1 successfully performed and results published.

<u>Milestone 3:</u> By the end of the third month, since project starts.

DEMETER PLATFORM: Production Marlowe's Smartcontract created on a Demeter.run node in Mainnet. ALLIs sent to the Smartcontract to instantiate it. Smartcontract running with proper parameters can be verified on chain in Mainnet.

INVESTMENT PLATFORM: FUND1 entity is created in the platform and connected to the Marlowe backend. Investors can see FUND1 available and running on chain. Investors can send required investment amount to the FUND1, via their connected CIP30 wallet. All FUND indicators are properly updated on the platform.

<u>Success Criteria - Milestone 3:</u>

a) DEMETER PLATFORM: Fund production Smartcontract successfully created, with the predefined Fund parameters, ALLI tokens sent to the contract, verification of Smartcontract running on the Cardano mainnet passes all test. API is available and accessible.

b) INVESTMENT PLATFORM: Token Allies production Platform can interact with the Smartcontract via Marlowe API running at the Demeter.run production node. Fund information can be properly seen on the platform target amount, dates, number of investors, amount invested, % of threshold reached, etc. Investors can successfully send the proper investment amount to the Fund via their CIP30 connected wallet at the platform. Role token is received in the Wallet.

<u>Milestone 4</u>: By the end of the fourth month, the Smartcontract is working as expected with funds still being collect or is either closed after deadline or Fully Funded (depending of the DAO selected parameters). Any issues founds, any feedback for improvement is uploaded to our DeWork Kanban and prioritized by the team, to solve it or update the platform accordingly.

New investors are still able to send funds to the SmartContract and verify the contract status via the Investment Platform.

Fund ID NFT is designed and registered in NMKR platform, ready to be minted when fund is Fully funded.

<u>Success Criteria - Milestone 4:</u> Contract still runs as expected. New investors can still add Funds to the Contract and verify its status via de Investment Platform. Fund ID NFT uploaded to the NMKR platform ready with all its proper metadata to be sent to investors when Fund is Fully Funded.

<u>Milestone 5:</u> By the end of the fifth month, the Smartcontract is Closed either Fully funded (by reaching the threshold) or not funded. If Fully Funded, investors will receive in their wallets the equivalent in ALLI to their invested funds, and the Fund ID NFT with the proper metadata customized for each investor. Collected funds are sent to the Funds Multisig Wallet, 9% of them are sent to the DAO Operating Wallet, Core team ALLIs are sent to core teams Wallet. Any remaining ALLIs are sent to the burn wallet.

<u>Success Criteria - Milestone 5</u>: Contract is closed, proper behavior is validated either contract closed not funded and all Stable coins are returned to the investors in the proper amount, ALLIs are burned. Or Fully funded, ALLIs are sent to the investors wallets, together with the Fund ID NFT tailored for each investor, Core team ALLIs are sent to Core team wallet and Collected funds are sent 91% to the Funds multisig wallet and 9% are sent to the DAO operations wallet. Verification that the contract is properly closed are performed and the Investment platform shows the FUND in its next stage, with all the information updated.

After Milestone 5, in a predefined date, if FUND was Fully Funded, the DAO core team will appoint the DUE DILLIGENCE team to be ready to work on applications, and FUND will be opened to receive applications by Companies.

Please describe the deliverables, outputs and intended outcomes of each milestone.

A report will be provided for each milestone, together with a video in english showing the satisfied condition. Links to the blockchain TXs or Script addresses will be provided so, the conditions can be audited and validated.

Specific details of the deliverables of each milestone where provided in the section above.

Please provide a detailed budget breakdown of the proposed work and resources.

The project main costs are developing costs, which are comprised of the following:

1 PM - ADA 10.345 x month = ADA 51.725

1 UX - ADA 6.897 x month = ADA 34.485

2 DEV - ADA 8.621 x month each (ADA 17.242 per month ) = ADA 86.210

Platform and infrastructure needed:

Demeter.run = ADA 136,21 x 5 months = 681,05

Governance Platform = ADA 175 x 5 months = ADA 860

Investment Platform (Netlify+Neo4J DB) = ADA 862,1 x 5 months = ADA 4310,5

DNS + Hosting for website = ADA 51,28 x 5 months = ADA 256,4

The total of the project is ADA 178.527

We have rounded it up to ADA 200.000 to have a minimum margin for ADA price variation

To successfully run this project we will need a monthly payment of ADA 40.000

Who is in the project team and what are their roles?

Lucas Macchiavelli is the CEO and leads the institutional relationships of the DAO and marketing strategy

Alex Pestchanker is the CTO and is the one responsible for developing and maintaining the platform and its integrations. He is the one that coded our Marlowe Smartcontract and also designer of the Neo4J GraphQl schema. All the infrastructure required for the project at this time, is managed as well by Alex, including all the DevOps, CI/CD automations. Also responsible for the Business Model and its iterations.

Elias Arias is responsible for marketing operations and community management.

Facundo Lopez is responsible for business development

We have an existing team of 1 PM, 2 Devs and 1 UX that works closely with Alex and is the team that developed the platform so far. So they are well trained in the project's purpose, technologies, architecture and also on the integrations with the CIP30, Blockfrost and are now being trained into Marlowe integration.

How does the cost of the project represent value for money for the Cardano ecosystem?

With the Token Allies model we will be able to close the GAP that projects face after initial funding, when they have proven the business model and are getting traction, but they lack the proper funding to escale and growth (also known as the Death Valley).

This DAO, will prove a very innovative model, that will reshape the concept of a VC, from the standpoint of the investor, providing the investors with the ways, tools and rules to be able to participate on the decision making process of the Funds where they invest. The Cardano community will have the unique opportunity to participate into this process and multiply their assets value without leaving the Cardano blockchain.

We will be minting 3 different tokens, natively in Cardano, so we will be collaborating with increased transaction and fess numbers. Provide the ecosystem with a very innovative way to solve the funding problem and create great value on the ecosystem, that will be probably get noticed by other investors so they can come to the Cardano blokcchain.

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