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SimplyVest Docs

Quick Start

Get up and running with SimplyVest in three steps.

Prerequisites

Section titled “Prerequisites”
  • A Solana wallet (e.g., Phantom or Backpack)
  • Some SOL for transaction fees (devnet SOL works too)
  • A web browser

Step 1: Create an organization

Section titled “Step 1: Create an organization”
  1. Go to the SimplyVest app and sign in with your Solana wallet
  2. Click Create Organization
  3. Enter a name (e.g., “Acme Corp”) and a slug (e.g., “acme”)
  4. Add a short description

Your organization is now created. You’re automatically the owner.

Step 2: Add a token

Section titled “Step 2: Add a token”
  1. On your organization dashboard, click Create Token or Link Existing Token
  2. If creating: enter name, symbol, decimals, and total supply
  3. If linking: enter the mint address of an existing SPL token
  4. Sign the transaction with your wallet

Your organization now has an equity token attached.

Step 3: Vest to a member

Section titled “Step 3: Vest to a member”
  1. On your organization dashboard, click Vest to Member
  2. Enter the recipient’s wallet address
  3. Set the amount of tokens to vest
  4. Choose the vesting schedule:
    • Linear — tokens unlock continuously over time
    • Cliff — tokens unlock after a set period
    • Milestone — tokens unlock when a condition is met
  5. Set the duration (e.g., 1 year, 2 years)
  6. Sign the transaction

The member can now claim their vested tokens from the claim dashboard.

Next steps

Section titled “Next steps”