Quick Start Guide - Get Started in 5 Minutes

5-minute setup walkthrough to get you started on CDAO Platform immediately

Quick Start Guide - Get Started in 5 Minutes

Get up and running on CDAO Platform in just 5 minutes. This streamlined guide covers the essential steps to create your account, set up security, and start exploring investment opportunities.

⏱️ Time Investment: 5 Minutes

What you'll accomplish:

  • ✅ Create and secure your account
  • ✅ Connect your Web3 wallet
  • ✅ Complete basic profile setup
  • ✅ Explore your first investment opportunity
  • ✅ Understand next steps for full access

🚀 Step 1: Create Your Account (1 minute)

Option A: Web3 Wallet Registration (Recommended)

  1. Visit CDAO Platform and click "Connect Wallet"
  2. Select your wallet: MetaMask, WalletConnect, or Coinbase Wallet
  3. Approve connection in your wallet popup
  4. Sign welcome message to create your account (no gas fees)

Option B: Email Registration

  1. Click "Sign Up with Email" on the registration page
  2. Enter email and password
  3. Check your inbox for verification email
  4. Click verification link to activate account

Note: You can connect a Web3 wallet later for full functionality

🔒 Step 2: Secure Your Account (1 minute)

⚡ Quick Security Setup

  1. Enable 2FA: Go to Profile → Security → Enable Two-Factor Authentication
  2. Use Authenticator App: Google Authenticator, Authy, or similar
  3. Save Recovery Codes: Store backup codes in secure location

👤 Step 3: Complete Basic Profile (1 minute)

Essential Information

  • Display Name: How you'll appear to the community
  • Email Address: For important notifications
  • Investment Interests: Select your areas of focus
  • Experience Level: Beginner, Intermediate, Advanced, or Professional

💡 Pro Tip

Complete your profile thoroughly to increase acceptance rates for exclusive investment groups!

🌐 Step 4: Connect Web3 Wallet (1 minute)

Skip if you already connected during registration

Supported Wallets

Most popular browser wallet
Mobile wallet connectivity
User-friendly with built-in features
Advanced features and security

Network Configuration

Ensure your wallet has these networks added:

  • Ethereum Mainnet (usually pre-configured)
  • Polygon (for lower fees)
  • Other networks as needed for specific investments

🔍 Step 5: Explore Your First Opportunity (1 minute)

Browse Available Deals

  1. Visit the Deals Page from the main navigation
  2. Filter by Interest: Use categories that match your profile
  3. Review Deal Details: Click on deals that catch your attention
  4. Check Requirements: Note any KYC or group membership requirements

Understand Deal Types

  • Public Deals: Open to all verified users
  • Group-Exclusive Deals: Require investment group membership
  • Accredited-Only Deals: Higher verification requirements

🎯 Next Steps for Full Access

🚦 Your Progress Checklist

Completed in Quick Start:

  • ✅ Account created and secured
  • ✅ Basic profile completed
  • ✅ Wallet connected (if using Web3)
  • ✅ First deals explored

Next Steps for Investment Access:

  • 📋 Complete KYC Verification (15-30 minutes)
  • 👥 Apply to Investment Groups (varies by group)
  • 💰 Fund Your Wallet (for crypto investments)
  • 📚 Read Investment Guides (ongoing learning)

⚡ Immediate Actions You Can Take

Without KYC Verification

  • Browse Deals: View all public investment opportunities
  • Join Community: Participate in forums and discussions
  • Learn: Access educational content and guides
  • Network: Connect with other investors and issuers
  • Research Groups: Explore investment groups you might join

With Basic KYC (Email + Phone)

  • Apply to Groups: Submit applications for investment groups
  • Start KYC Process: Begin enhanced identity verification
  • Use Escrow System: Make investments while KYC is pending

🛠️ Troubleshooting Common Issues

Wallet Connection Problems

  • Clear browser cache and try again
  • Disable browser extensions temporarily
  • Try different browser (Chrome recommended)
  • Update wallet extension to latest version
  • Check network selection in wallet

Account Access Issues

  • Email not received: Check spam folder, try different email
  • 2FA not working: Use backup codes, contact support
  • Wallet signature failed: Ensure wallet is unlocked

📱 Mobile Experience

Mobile Wallet Apps

CDAO Platform works seamlessly with mobile wallet apps:

  • MetaMask Mobile: Built-in browser for dApp access
  • Coinbase Wallet: Direct mobile app integration
  • Trust Wallet: WalletConnect compatibility
  • Rainbow Wallet: Native mobile experience

Progressive Web App

Install CDAO Platform as a mobile app:

  1. Open CDAO Platform in mobile browser
  2. Tap "Add to Home Screen" prompt
  3. Access like native app from home screen

📞 Get Help When You Need It

🆘 Support Options

  • Live Chat: Available in your dashboard for quick questions
  • Email Support: support@cdao.vc for detailed assistance
  • Help Center: http://companydao.org/support for comprehensive guides
  • Community Forums: Get help from other users
  • Video Tutorials: Step-by-step visual guides

🎉 Congratulations!

You've successfully completed the Quick Start process!

🌟 What you've accomplished:

  • Created a secure account on CDAO Platform
  • Connected your Web3 wallet (if applicable)
  • Set up essential security measures
  • Completed your basic profile
  • Explored your first investment opportunities

You're now ready to dive deeper into the CDAO Platform ecosystem!

Recommended Next Steps

  1. 📋 Complete KYC Verification to unlock investment features
  2. 👥 Learn About Investment Groups for exclusive opportunities
  3. 🔐 Review Security Best Practices to protect your assets
  4. 💼 Make Your First Investment when ready

Welcome to CDAO Platform - your journey in community-driven DeFi investing starts now!