Back to home

Allocation Templates

16 pre-built templates across 5 sectors. Each maps to battle-tested condition types — no new backend logic. Pick a template to pre-fill your allocation, or build custom.

Real Estate

5 templates

Fractional Property Investment

Sell fractional ownership with escrow until threshold is met

manual_approvaltime_lockall_of

Funds held in escrow until a minimum investment threshold is reached, then released to the developer. A time-locked hold period prevents early withdrawal, protecting both investors and the project.

Example

Miami Commercial Tower — 200 Investors

$12,000,000 USDm·200 recipients

18-month construction + 12-month hold period. Rental income is distributed to holders on the schedule the deal creator sets.

Conditions

  • Investor threshold reached(manual_approval)

    Release funds when the minimum number of investors have committed

  • Minimum hold period(time_lock)

    12-month hold period after property completion

Use this template →

Construction Draw

Release funds at each construction milestone, hold retainage

milestonemilestonemilestonemilestonemilestonemanual_approvaltime_lockmanual_approvalall_of

Funds are disbursed in stages as construction milestones are completed. An independent inspector verifies each phase before release. Draws total 90% of the contract; a 10% retainage is held back and releases only after final handover, a lien-filing window, and a no-liens confirmation.

Example

Austin Mixed-Use Development — 5 Phases

$30,000,000 USDm·1 recipient

5 draw phases totalling 90%: foundation (18%), structure (23%), roofing (18%), interior (22%), handover (9%). 10% retainage releases after the lien-free period.

Conditions

  • Foundation complete(milestone)

    Site cleared, foundation poured and cured

  • Structure complete(milestone)

    Walls, columns, and beams erected

  • Roofing complete(milestone)

    Roof structure and waterproofing installed

  • Interior fit-out complete(milestone)

    Electrical, plumbing, finishing, and fixtures installed

  • Final handover(milestone)

    All punch-list items resolved, keys handed to buyer/investor

  • Inspector sign-off(manual_approval)

    Independent inspector confirms all milestones. Investor committee can approve or dispute.

  • Lien-filing window elapsed(time_lock)

    Statutory window in which subcontractors and suppliers can file a mechanic's lien after final handover. Retainage cannot release before this date.

  • No liens filed — retainage released(manual_approval)

    Owner or title company confirms no mechanic's liens were filed during the lien window and all subcontractor waivers are on file.

  • Retainage release gate(all_of)

    Final handover complete, lien-filing window elapsed, and no-liens confirmation received — all three required before the 10% retainage releases.

Recipient Structure

  • Foundation draw (18%)18%
  • Structure draw (23%)23%
  • Roofing draw (18%)18%
  • Interior draw (22%)22%
  • Handover draw (9%)9%
  • Retainage — released after lien-free period (10%)10%
Use this template →

Rental Income Distribution

Distribute rental income to investors on a schedule

time_lock

Rental income collected from a property is distributed to fractional investors on the payout schedule the property manager configures (distribution schedules control the recurring cadence). This template escrows a distribution and holds it until the earliest release date you set.

Example

Austin Apartment Portfolio — Q2 Distribution

$8,000,000 USDm·150 recipients

Quarterly rental income from 60-unit apartment complex. 150 fractional holders.

Conditions

  • Earliest release date(time_lock)

    Holds the escrowed distribution until this date. The recurring payout cadence (e.g. monthly or quarterly) is governed by the property's distribution schedule, not by this condition.

Use this template →

Home Purchase Closing Escrow

Hold purchase funds until all closing conditions are met

time_lockmilestonemilestonemilestonemanual_approvalall_of

Purchase funds held in escrow until closing conditions are satisfied: title search, property inspection, appraisal, and lender approval. Whether escrowed stablecoins count toward reserve or closing requirements depends on your lender — confirm eligibility with them directly.

Example

San Francisco Home Purchase Closing

$2,000,000 USDm·1 recipient

Closing escrow for a residential purchase. Title search + inspection + appraisal + lender sign-off required.

Conditions

  • Closing date(time_lock)

    Earliest date funds can be released (closing day)

  • Title search clear(milestone)

    Title company confirms no liens, encumbrances, or ownership disputes on the property before closing

  • Property inspection(milestone)

    Licensed inspector confirms property condition

  • Appraisal(milestone)

    Licensed appraiser confirms property value meets loan requirements

  • Lender approval(manual_approval)

    Mortgage lender signs off on final disbursement

Use this template →

Property Deed Transfer

Earnest money up front, balance when the deed is recorded

milestonemilestonetime_lockmilestonemilestonemanual_approvalmanual_approvalall_of

Structured like a standard residential purchase: a small earnest-money portion releases to the seller on offer acceptance, and the balance stays in escrow until contingencies (inspection & financing) are removed, the title company confirms the deed is recorded at the county recorder's office, a clean title search is verified, and both buyer's and seller's attorneys sign off. The deed-recording milestone is confirmed by the closing agent (Qualia/ATTOM automation on the roadmap). Works for cash purchases, 1031 exchanges, and cross-border property transfers.

Example

Brooklyn Brownstone — Cash Purchase

$1,500,000 USDm·1 recipient

3% earnest money released on offer acceptance. Balance releases after contingencies are removed, the deed is recorded, title search is clear, and buyer + seller attorneys sign off. The closing agent confirms deed recording (Qualia/ATTOM automation on the roadmap).

Conditions

  • Earnest money — offer accepted(milestone)

    Closing agent confirms the purchase agreement is fully executed and releases the earnest deposit to the seller. Attach the signed agreement as evidence — its SHA-256 hash is recorded on the audit trail.

  • Contingencies removed — inspection & financing(milestone)

    Buyer's inspection and financing contingencies are formally removed. Attach the signed contingency-removal form as evidence — its SHA-256 hash is recorded on the audit trail.

  • Closing date(time_lock)

    Earliest date funds can be released (scheduled closing day)

  • Deed recorded(milestone)

    Title company confirms deed recorded at county recorder's office. Auto-verified via Qualia webhook when available, or triggered manually.

  • Title search clear(milestone)

    Title company confirms no liens, encumbrances, or ownership disputes. Auto-verified via Qualia webhook when available, or triggered manually.

  • Buyer's attorney sign-off(manual_approval)

    Buyer's attorney confirms all closing documents are in order

  • Seller's attorney sign-off(manual_approval)

    Seller's attorney confirms deed transfer and closing terms

  • Balance released at closing(all_of)

    Contingencies removed, closing date reached, deed recorded, title clear, and both attorneys signed off — all required before the purchase balance releases to the seller.

Recipient Structure

  • Earnest money to seller (3%)3%
  • Purchase balance to seller (97%)97%
Use this template →

Trade Finance

4 templates

Invoice Escrow

Hold payment until delivery is documented and terms expire

time_lockmilestoneall_oftime_lockany_of

Buyer funds escrow tied to invoice net terms. Payment releases when delivery is documented AND the net terms period has elapsed. If delivery is never confirmed, an auto-refund deadline returns the funds to the buyer — the rejection backstop for disputed shipments.

Example

Shenzhen→LA Electronics Export Invoice

$500,000 USDm·1 recipient

Net 60 terms. Delivery receipt / bill of lading attached as milestone evidence. 90-day auto-refund backstop.

Conditions

  • Net terms expiry(time_lock)

    Payment cannot release before the invoice net terms expire

  • Goods delivered — receipt on file(milestone)

    Assign an independent logistics inspector as this milestone's attestor. When confirming, attach the signed delivery receipt or bill of lading — the document's SHA-256 hash is recorded on the audit trail.

  • Net terms expired AND delivery documented(all_of)

    Both the net terms expiry and the documented delivery milestone are required before payment releases to the seller.

  • Auto-refund deadline(time_lock)

    If delivery is never confirmed by this date, escrowed funds return to the buyer automatically

Use this template →

PO Financing

Finance purchase orders with milestone-gated release

milestonemanual_approvalmilestoneany_ofall_of

Buyer deposits funds against a purchase order. Payment releases when shipment is documented AND the goods are accepted — by the buyer, or by an independent inspector's certificate if the buyer is unresponsive or disputes. The inspector path keeps an honest seller from being held hostage; the buyer path keeps payment conditional on real acceptance.

Example

Industrial Equipment PO — Chicago Manufacturing

$1,200,000 USDm·1 recipient

Bill of lading attached at shipment. Release on buyer sign-off OR independent inspection certificate.

Conditions

  • Shipment confirmed — bill of lading on file(milestone)

    Assign an independent freight inspector as this milestone's attestor. When confirming, attach the bill of lading and tracking documents — each document's SHA-256 hash is recorded on the audit trail.

  • Buyer acceptance(manual_approval)

    Buyer confirms goods received in acceptable condition

  • Independent inspection certificate(milestone)

    Assign an independent inspection firm as the attestor. Their signed inspection certificate (attached as evidence, SHA-256 recorded) releases payment if the buyer does not sign off.

  • Acceptance — buyer sign-off OR inspection certificate(any_of)

    Either the buyer's approval or the independent inspector's certificate satisfies acceptance.

Use this template →

Supply Chain Finance

Multi-party approval for cross-border supply chains

milestonemilestonemanual_approvalall_oftime_lockany_of

Funds held in escrow across a multi-party supply chain. Each stage (customs, delivery, buyer acceptance) is confirmed with documents attached as evidence — every document's SHA-256 hash lands on the audit trail. If the chain stalls and no stage completes, an auto-refund deadline returns funds to the buyer.

Example

Shenzhen→Chicago Manufacturing Supply Chain

$500,000 USDm·3 recipients

3-party chain: customs clearance, delivery confirmation, buyer acceptance. Clearance and delivery documents hashed to the audit trail. 120-day auto-refund backstop.

Conditions

  • Customs cleared — clearance documents on file(milestone)

    Assign your customs broker as this milestone's attestor. When confirming, attach the customs clearance documents and certificate of origin — each document's SHA-256 hash is recorded on the audit trail.

  • Delivery confirmed — proof of delivery on file(milestone)

    Assign the logistics provider or an independent inspector as the attestor. Attach the signed proof-of-delivery — its SHA-256 hash is recorded on the audit trail.

  • Buyer acceptance(manual_approval)

    Buyer inspects goods and approves quality/quantity

  • All supply chain stages confirmed(all_of)

    Customs clearance, documented delivery, and buyer acceptance are all required before funds release.

  • Auto-refund deadline(time_lock)

    If the supply chain stalls and stages are not confirmed by this date, escrowed funds return to the buyer automatically

Use this template →

Buyer-Funded Trade Escrow

Buyer funds escrow; staged release to seller on milestones

milestonemilestonemilestonetime_lockany_of

The buyer deposits the full trade amount into escrow. Funds are released to the seller in stages as milestones are confirmed (shipment, customs, delivery), each with shipping documents attached as evidence — SHA-256 hashes recorded on the audit trail. An auto-return deadline protects the buyer: if no milestones fire within the deadline, funds return automatically.

Example

Rotterdam→Houston Industrial Equipment Purchase

$2,000,000 USDm·3 recipients

Buyer funds → staged release: shipment (40%), customs (30%), delivery (30%). B/L, clearance, and delivery documents hashed to the audit trail. 60-day protection.

Conditions

  • Shipment confirmed — bill of lading on file(milestone)

    Assign an independent marine surveyor or freight inspector as the attestor. When confirming dispatch, attach the bill of lading — its SHA-256 hash is recorded on the audit trail.

  • Customs cleared — clearance certificate on file(milestone)

    Assign your customs broker as the attestor. Attach the clearance certificate and certificate of origin — each document's SHA-256 hash is recorded on the audit trail.

  • Delivery confirmed — inspection report on file(milestone)

    Assign an independent inspector as the attestor. Attach the signed proof-of-delivery and inspection report — SHA-256 hashes recorded on the audit trail.

  • Auto-return deadline(time_lock)

    If no milestones fire by this date, funds return to buyer automatically

Recipient Structure

  • Shipment payment (40%)40%
  • Customs payment (30%)30%
  • Delivery payment (30%)30%
Use this template →

Securities

3 templates

Employee Vesting

Time-locked vesting with board approval gate

time_lockmanual_approvalall_of

Employee or advisor token allocation with a cliff period (time lock) followed by periodic releases. Board approval required before any vesting event is processed. Standard 4-year schedule with 1-year cliff.

Example

Series B Employee Token Options — 200 Recipients

$10,000,000 USDm·200 recipients

4-year vesting, 1-year cliff. Board approval gate. 200 employees across 3 offices.

Conditions

  • Cliff period(time_lock)

    No vesting until the cliff date (typically 1 year)

  • Board approval(manual_approval)

    Board of directors must approve each vesting release

Use this template →

Lock-Up Period

Regulatory lock-up with compliance sign-off

time_lockmanual_approvalall_of

Early investor or pre-IPO shares locked for a regulatory minimum period. Compliance officer must approve release after the lock-up expires. Prevents premature selling and ensures market stability.

Example

Pre-IPO Share Lock-Up — 20 Early Investors

$10,000,000 USDm·20 recipients

12-month lock-up period. Compliance approval required for release.

Conditions

  • Lock-up period(time_lock)

    Regulatory minimum holding period (e.g. 12 months)

  • Compliance approval(manual_approval)

    Compliance officer confirms lock-up requirements are met

Use this template →

Dividend Distribution

Batch dividend payout on the ex-dividend date

time_lock

Dividend funds are time-locked until the ex-dividend date, then released immediately as a batch payout to all shareholders. Leverages Multicall3 batching for up to 1,000 recipients in under 2 minutes.

Example

Q2 2026 Dividend Distribution — 500 Shareholders

$2,500,000 USDm·500 recipients

Quarterly dividend to 500 shareholders. Automatic batch on ex-dividend date.

Conditions

  • Ex-dividend date(time_lock)

    Funds release on the ex-dividend date

Use this template →

Government

2 templates

Government Budget Disbursement

Multi-department budget allocation with audit checkpoints

manual_approvalmanual_approvalmilestoneall_of

Federal or state budget funds held in escrow and released to agencies only after department approval, treasury sign-off, and independent audit. Immutable audit trail satisfies public accountability requirements.

Example

Federal Infrastructure Grant — 15 Agencies

$25,000,000 USDm·15 recipients

3-phase disbursement: department approval, treasury sign-off, audit verification at each phase.

Conditions

  • Department approval(manual_approval)

    Originating department head approves the disbursement

  • Treasury sign-off(manual_approval)

    Treasury department confirms budget availability and compliance

  • Audit verification(milestone)

    Independent auditor confirms prior-phase deliverables before next release

Use this template →

Public Procurement Escrow

Milestone-gated payment for government contracts

milestonemilestonemanual_approvalall_of

Public procurement funds held in escrow until the vendor delivers and a procurement officer certifies receipt. Inspector verification prevents payment for incomplete deliverables.

Example

Municipal IT Infrastructure Upgrade

$2,000,000 USDm·1 recipient

3-milestone delivery: hardware installation, software deployment, training complete. Officer sign-off at each.

Conditions

  • Delivery confirmed(milestone)

    Vendor delivers goods or completes service milestone

  • Inspection passed(milestone)

    Independent inspector verifies quality and completeness

  • Procurement officer approval(manual_approval)

    Authorized procurement officer certifies payment release

Use this template →

NGO & Development

2 templates

Grant Management

Milestone-based grant disbursement with donor reporting

milestonetime_lockall_of

Grant funds held in escrow and released as program milestones are achieved. Quarterly time locks ensure steady disbursement cadence. Immutable audit trail provides donor-grade reporting automatically.

Example

Education Initiative — 3 Countries, 50 Schools

$5,000,000 USDm·50 recipients

Enrollment milestones + quarterly reporting gates. Automatic release on target achievement.

Conditions

  • Program milestone achieved(milestone)

    Program target (enrollment, completion, delivery) confirmed by field officer

  • Quarterly reporting gate(time_lock)

    Funds for next quarter locked until the quarterly reporting date

Use this template →

Impact-Linked Funding

Release funds only when measurable impact is verified

milestonetime_lockall_of

Outcome-based funding where disbursement is linked to verified impact metrics. An independent metric inspector confirms results before release. Time-locked review periods ensure proper verification cadence.

Example

Clean Water Program — 10 Communities

$3,000,000 USDm·10 recipients

Impact metrics: wells drilled, water quality tests, community access verified by inspector.

Conditions

  • Impact metric verified(milestone)

    Independent metric inspector confirms measurable impact achieved

  • Review period(time_lock)

    Review period before next disbursement tranche

Use this template →

Ready to create an allocation?

Sign up to use any template or build a custom allocation from scratch.

Get started