# Wefunder

> Wefunder — knowledge base and documentation. This is [llms.txt](/llms.txt), the complete documentation index.

## Articles

- [Overview: What is Wefunder?](https://help.wefunder.com/article/ce3901d0-overview-what-is-wefunder.md): Wefunder is... Wefunder (YC W13) is the operating system for fundraising. We help founders raise mor
- [Contacting Wefunder](https://help.wefunder.com/article/aa404a8e-contacting-wefunder.md): How to reach us: - Email us at support@wefunder.com for general support questions. - Email us at lau
- [How to follow up on missing investor perks or perk fulfillment](https://help.wefunder.com/article/80efe480-how-to-follow-up-on-missing-investor-perks-or-perk-fulfillment.md): If you have a question about a campaign perk, merchandise item, or fulfillment status, contact the c
- [2FA codes](https://help.wefunder.com/article/42224856-2fa-codes.md): Not receiving your 2FA code? We can help you figure this out. Two-factor authentication (2FA) adds a
- [Account access](https://help.wefunder.com/article/5b6f3ceb-account-access.md): Troubleshooting login issues If you're having trouble logging in, try these steps: Are you using the
- [Email unsubscribe](https://help.wefunder.com/article/96c2d237-email-unsubscribe.md): To unsubscribe from Wefunder emails, go to your Notification settings. You can subscribe to certain 
- [Getting an error or can't complete your investment?](https://help.wefunder.com/article/dd0431f9-getting-an-error-or-cant-complete-your-investment.md): Sorry you're running into trouble completing your investment — we can get this sorted. What helps us
- [Mobile app](https://help.wefunder.com/article/2e2aea78-mobile-app.md): Wefunder mobile app discontinuation and login instructions The Wefunder mobile app has been disconti
- [Password reset](https://help.wefunder.com/article/99c98987-password-reset.md): If you forgot your password or need to change your password, just go to the login page and click *Fo
- [Carried interest](https://help.wefunder.com/article/325531f7-carried-interest.md): Carried Interest Carried Interest is a share of the profits from an investment. It's how venture cap
- [Common stock](https://help.wefunder.com/article/875a9eb9-common-stock.md): Common stock is a security that represents ownership in a corporation. Holders of common stock exerc
- [Contracts Primer](https://help.wefunder.com/article/419f5800-contracts-primer.md): What contracts are used on Wefunder? The most common contracts used on Wefunder are: - SAFE (Simple 
- [Convertible note](https://help.wefunder.com/article/38d6b1e1-convertible-note.md): A convertible note is an unsecured loan that converts to stock at some point in the future. They are
- [Form C](https://help.wefunder.com/article/e98f459c-form-c.md): Definition: What is a Form C? A Form C is the compliance document companies must file with the SEC t
- [IRR (internal rate of return)](https://help.wefunder.com/article/51678f46-irr-internal-rate-of-return.md): IRR stands for "internal rate of return". Unlike a simple exit multiple, IRR takes into account _how
- [Legal Primer](https://help.wefunder.com/article/81adcb71-legal-primer.md): Even for repeat founders, fully understanding the nuances of securities regulations can be overwhelm
- [Post-money valuation](https://help.wefunder.com/article/22d7e580-post-money-valuation.md): Definition 1. A company’s estimated value after an outside investment is made. 2. Post-money valuati
- [Pre-money valuation](https://help.wefunder.com/article/a4a40e0d-pre-money-valuation.md): Definition 1. The valuation of a company prior to the investment about to be made. Formula 2. Pre-mo
- [Preferred stock](https://help.wefunder.com/article/3167780c-preferred-stock.md): Similar to common stock, this security is piece of ownership in a company. Typically, preferred stoc
- [Pro rata rights — what they are and how they work](https://help.wefunder.com/article/0903252e-pro-rata-rights-what-they-are-and-how-they-work.md): Pro rata rights let an early investor put more money into a company's future funding rounds to maint
- [Promissory note](https://help.wefunder.com/article/e2a3459d-promissory-note.md): The Wefunder Promissory Note is good for debt fundraises that don't require much complexity. It can 
- [Reg A+](https://help.wefunder.com/article/a876f4b0-reg-a.md): Also known as Title IV of the JOBS Act, Regulation A+ allows startups to raise up to $75 million per
- [Reg CF (crowdfunding)](https://help.wefunder.com/article/21ddace4-reg-cf-crowdfunding.md): Created by the JOBS Act, Regulation Crowdfunding allows startups to raise up to $1,235,000 per year 
- [Reg D, rule 506(b)](https://help.wefunder.com/article/7e27d4fd-reg-d-rule-506b.md): Companies using the Rule 506(b) exemption can raise an unlimited amount of money from Accredited Inv
- [Reg D, rule 506(c)](https://help.wefunder.com/article/2809bb13-reg-d-rule-506c.md): This is a newer exemption released by the SEC on September 23rd, 2013. Like Rule 506(b), startups us
- [Revenue (Rev) share](https://help.wefunder.com/article/65108baa-revenue-rev-share.md): This is a promissory note that is paid back from a share of the revenues of the business. Important 
- [SAFE (Simple Agreement for Future Equity)](https://help.wefunder.com/article/05de966f-safe-simple-agreement-for-future-equity.md): First developed by Y Combinator in 2013, a SAFE grants an investor the right to obtain equity at a f
- [Valuation cap](https://help.wefunder.com/article/81c78099-valuation-cap.md): The Valuation Cap is the most important term of a convertible note or a SAFE. It entitles investors 
- [What are Pro Rata rights, and why do they matter?](https://help.wefunder.com/article/09a7a12a-what-are-pro-rata-rights-and-why-do-they-matter.md): What Pro Rata rights are Pro rata rights give you the contractual right to invest in a company's fut
- [What is the difference between Reg CF and Reg D on Wefunder?](https://help.wefunder.com/article/df81e08d-what-is-the-difference-between-reg-cf-and-reg-d-on-wefunder.md): Reg CF (Community Round): - Open to anyone — accredited and unaccredited investors. - Public solicit
- [Eligibility & requirements](https://help.wefunder.com/article/0a9eb1a9-eligibility-requirements.md): What company structures do you support? We currently support C Corporations, LLCs or Public Benefit 
- [The right raise type for you](https://help.wefunder.com/article/f0016398-the-right-raise-type-for-you.md): Can Wefunder support a Series A or later raise? Yes. Wefunder works at every stage — pre-seed all th
- [Community Round Outreach Templates and Examples for Personalized Investor Communication](https://help.wefunder.com/article/5a891a7d-community-round-outreach-templates-and-examples-for-personalized-investor-communication.md): Personalized outreach to your existing network—including customers, investors, friends, and family—i
- [How to Craft personal outreach to Angel Investors](https://help.wefunder.com/article/e2377129-how-to-craft-personal-outreach-to-angel-investors.md): Why take the time to do personal outreach? As a general rule, people are more likely to invest in yo
- [How to Give Soft Launch access to Your Mailing Lists](https://help.wefunder.com/article/9faa5b6c-how-to-give-soft-launch-access-to-your-mailing-lists.md): How is announcing the Soft Launch different from personal outreach? One proven tactic in fundraising
- [The Basics of Soft Launch](https://help.wefunder.com/article/77617e70-the-basics-of-soft-launch.md): Go through each step of our Soft Launch guides below to get you on your way to raising 25% of your g
- [What's the difference between Soft and Public launch?
](https://help.wefunder.com/article/b7cb3566-whats-the-difference-between-soft-and-public-launch.md): When you launch in Soft during Testing the Waters, your campaign page is live, but only to people wh
- [When does Soft Launch start?](https://help.wefunder.com/article/cba78b6e-when-does-soft-launch-start.md): You’ve set up your campaign, secured your Lead Investor, and decided the terms of your Community Rou
- [How long after filing my Form C does my campaign page become searchable?](https://help.wefunder.com/article/80d84eb1-how-long-after-filing-my-form-c-does-my-campaign-page-become-searchable.md): Once your Form C has been filed with the SEC, your campaign page will become searchable on Wefunder,
- [Maximum fundraising limits under Reg CF, Reg D, and Reg A+](https://help.wefunder.com/article/3c995b98-maximum-fundraising-limits-under-reg-cf-reg-d-and-reg-a.md): Regulation Crowdfunding (Reg CF) Under Regulation Crowdfunding, you may raise up to $5 million in a 
- [Why can't people find my company page?](https://help.wefunder.com/article/ad17e4be-why-cant-people-find-my-company-page.md): There are four different places your page can appear Founders usually say "nobody can find my page,"
- [Performance Marketing Primer](https://help.wefunder.com/article/25ce6bac-performance-marketing-primer.md): Wefunder offers everything you need for a performance marketing campaign. - Lead Generation - Captur
- [Promoting your community round compliantly](https://help.wefunder.com/article/68fa7985-promoting-your-community-round-compliantly.md): If you’re raising a Community Round under Regulation Crowdfunding, there are a few rules you need to
- [Does Wefunder curate the startups on its site?](https://help.wefunder.com/article/9c60654d-does-wefunder-curate-the-startups-on-its-site.md): No. It's not our role to choose what is worthy of investment. We screen companies for signs of fraud
- [How do I make sure investors don't see Reg D platform fees when I share my page?](https://help.wefunder.com/article/5b896594-how-do-i-make-sure-investors-dont-see-reg-d-platform-fees-when-i-share-my-page.md): Reg D platform fees (management fees + carry) are only waived for investors who arrive via your dire
- [How offerings are sorted and campaigns are highlighted on Wefunder](https://help.wefunder.com/article/745cbad0-how-offerings-are-sorted-and-campaigns-are-highlighted-on-wefunder.md): Offerings displayed on the platform are sorted by objective metrics, including page views, press men
- [I have a reservation pending my approval — should I approve it, and what does it do?](https://help.wefunder.com/article/71fc6c63-i-have-a-reservation-pending-my-approval-should-i-approve-it-and-what-does-it-do.md): Do you have to approve a pending reservation? No. When an investor makes a reservation (Testing the 
- [Marketing strategy](https://help.wefunder.com/article/6248acc8-marketing-strategy.md): The momentum game From watching hundreds of rounds, the pattern is clear: the ones that succeed buil
- [Paid promotion](https://help.wefunder.com/article/ceb99e32-paid-promotion.md): Yes, you can pay for promotion It's totally fine to pay someone to promote your round. The only rule
- [Setting up analytics](https://help.wefunder.com/article/dbf84b0a-setting-up-analytics.md): We tracks events for you already! You can see your campaign page views and investor information anal
- [Wefunder Community Round promotions](https://help.wefunder.com/article/216c96af-wefunder-community-round-promotions.md): Important note: These thresholds only count investments made through Wefunder. If you raise money ou
- [What counts toward the $50K marketing / disbursement threshold?](https://help.wefunder.com/article/86ab2852-what-counts-toward-the-50k-marketing-disbursement-threshold.md): The required $50,000 must be be raised from your own community, including family, friends, and perso
- [What do I submit for the Wefunder newsletter or webinar, and by when?](https://help.wefunder.com/article/13b8bb76-what-do-i-submit-for-the-wefunder-newsletter-or-webinar-and-by-when.md): Once your campaign is pushed publicly to Wefunder’s Explore page, you will be automatically featured
- [What image do I need to go live on the Explore page?](https://help.wefunder.com/article/98e13c99-what-image-do-i-need-to-go-live-on-the-explore-page.md): To go live on the Wefunder Explore page, send the following to fundraising@wefunder.com: - A 600×600
- [What image is required to go live on the Wefunder Explore page?](https://help.wefunder.com/article/466bc1f5-what-image-is-required-to-go-live-on-the-wefunder-explore-page.md): To go live on the Wefunder Explore page, please send to fundraising@wefunder.com : - A 600x600 pixel
- [What messaging am I allowed to use when promoting my raise?](https://help.wefunder.com/article/23687b62-what-messaging-am-i-allowed-to-use-when-promoting-my-raise.md): On the Wefunder platform, you can communicate any information about your raise. However, make sure t
- [Why your round isn't on the Explore page](https://help.wefunder.com/article/5cc2a147-why-your-round-isnt-on-the-explore-page.md): The $50k requirement To show up on Wefunder's Explore page, you need to hit $50,000 in commitments. 
- [Viewing your investments](https://help.wefunder.com/article/7d68a7e0-viewing-your-investments.md): Where to view your investments and reservations Want to see who's backing your round? There are two 
- [Reservations vs. investments](https://help.wefunder.com/article/ba7cf0ee-reservations-vs-investments.md): Is it a reservation or a real investment? When you're raising on Wefunder, you'll see two different 
- [Investment statuses explained](https://help.wefunder.com/article/c62540f1-investment-statuses-explained.md): What do investment statuses mean? When you're looking at your investors on the Directory or Investme
- [Understanding "pending" investments](https://help.wefunder.com/article/8fa301ec-understanding-pending-investments.md): What does "pending" mean? On the directory and investments pages, you'll see investment funds in thr
- [Requesting your 1st withdrawal](https://help.wefunder.com/article/06e46bc2-requesting-your-1st-withdrawal.md): Do you qualify for a withdrawal? If it's your 1st withdrawal Before you can request your first withd
- [Timeline to your 1st withdrawal](https://help.wefunder.com/article/5753b703-timeline-to-your-1st-withdrawal.md): The full picture: From launching your round to your 1st "rolling" disbursement (withdrawal) A "rolli
- [Providing wire info for withdrawals](https://help.wefunder.com/article/5db82117-providing-wire-info-for-withdrawals.md): Why you need to provide wire information Before we can send your withdrawn funds to your bank accoun
- ["Rolling" withdrawals overview](https://help.wefunder.com/article/e2711790-rolling-withdrawals-overview.md): What's a "rolling" withdrawal? Instead of waiting until your round closes to access your money, you 
- [Navigating the Wefunder "withdrawals" page](https://help.wefunder.com/article/a11c7f17-navigating-the-wefunder-withdrawals-page.md): The Wefunder "withdrawals" page If you want to submit a request for a withdrawal (whether it's your 
- [Checking your withdrawal progress](https://help.wefunder.com/article/b9f1a386-checking-your-withdrawal-progress.md): Where to track your withdrawal status You can see exactly where your withdrawal request is in the pr
- [Understanding your withdrawal amount](https://help.wefunder.com/article/0f7d8d8e-understanding-your-withdrawal-amount.md): How your withdrawal amount is calculated Your next disbursement amount depends on several factors: -
- [Investor communication during withdrawals](https://help.wefunder.com/article/c34ff9fa-investor-communication-during-withdrawals.md): We handle investor communication for you Here's the good news: you don't need to send investors a he
- ["Final" withdrawal overview](https://help.wefunder.com/article/cb33bd0e-final-withdrawal-overview.md): What's a "final" withdrawal? The final withdrawal is the last chance to pull funds from your closed 
- [How to Withdraw Funds from Wefunder Cash](https://help.wefunder.com/article/27cc2646-how-to-withdraw-funds-from-wefunder-cash.md): To withdraw funds from Wefunder Cash, follow these steps: 1. Go to https://www.wefunder.com/cash. 2.
- [When will funds from an investor's commitment be available for withdrawal?](https://help.wefunder.com/article/504a95fa-when-will-funds-from-an-investors-commitment-be-available-for-withdrawal.md): Investments are only available for withdrawal after we have investors’ funds in escrow and the inves
- [The Wefunder "Closing Guide"](https://help.wefunder.com/article/ac1ce019-the-wefunder-closing-guide.md): This guide covers everything you need to know about accessing your funds and finalizing your Wefunde
- [Extending your round deadline](https://help.wefunder.com/article/da029126-extending-your-round-deadline.md): Extending your round deadline Closing your round on time is great! But sometimes you need more time 
- [Closing your round](https://help.wefunder.com/article/6eab0501-closing-your-round.md): Everything you need to know about ending your round When you close your round, you're officially end
- [If your raise fails](https://help.wefunder.com/article/9e5855e7-if-your-raise-fails.md): Unfortunately, if your raise fails, you won't be able to run a new one on Wefunder unless you can de
- [How to Close Strong in Your Final 1-2 Weeks on Wefunder](https://help.wefunder.com/article/d7ad46ab-how-to-close-strong-in-your-final-1-2-weeks-on-wefunder.md): How to Close Strong in Your Wefunder Community Round When you approach the final 1-2 weeks of your W
- [Canceling your Community Round](https://help.wefunder.com/article/66541e74-canceling-your-community-round.md): Can I cancel my Community Round? Yes. You can cancel at any point - before you file your Form C, or 
- [How do I close my round early or cancel it and refund investors?](https://help.wefunder.com/article/98f90f6b-how-do-i-close-my-round-early-or-cancel-it-and-refund-investors.md): To cancel your raise before funds have been disbursed: Before contacting Wefunder, please notify you
- [What do I need to do to extend my campaign deadline?](https://help.wefunder.com/article/2de14ffd-what-do-i-need-to-do-to-extend-my-campaign-deadline.md): Most Community Rounds have an SEC-imposed deadline of April 30th. Depending on your Form C filing, w
- [How to file your Regulation Crowdfunding annual report (Form C-AR)](https://help.wefunder.com/article/eb75e67a-how-to-file-your-regulation-crowdfunding-annual-report-form-c-ar.md): If you complete a successful Regulation Crowdfunding offering, the law requires that you file an ann
- [Investor updates: how, when, why](https://help.wefunder.com/article/8c56495c-investor-updates-how-when-why.md): What you need to know Unlike public companies, investor updates aren't legally required. But here's 
- [Responsibilities after closing your round](https://help.wefunder.com/article/916a996e-responsibilities-after-closing-your-round.md): What's next after closing Congrats on closing your round! Now that your round is officially closed, 
- [Where can I download my Wefunder documents (listing agreement, executed contracts)?](https://help.wefunder.com/article/99adc485-where-can-i-download-my-wefunder-documents-listing-agreement-executed-contracts.md): Once your Wefunder raise is completed, all executed contracts will be downloadable from the contract
- [Does Wefunder file my Form C and annual reports, or do I hire someone?](https://help.wefunder.com/article/7e5e1a4b-does-wefunder-file-my-form-c-and-annual-reports-or-do-i-hire-someone.md): After you provide all the information we need via the Form C checklist, Wefunder will prepare and fi
- [How do I increase my offering maximum after my round is live?](https://help.wefunder.com/article/b4077f9a-how-do-i-increase-my-offering-maximum-after-my-round-is-live.md): To raise your offering maximum, check with your account manager. If you’re planning to raise the max
- [Regulation CF financial requirements](https://help.wefunder.com/article/79f1eeba-regulation-cf-financial-requirements.md): In order to raise a Community Round (Reg CF), you will need to provide financial statements that wil
- [Testing the waters legal disclosure](https://help.wefunder.com/article/d5a5b992-testing-the-waters-legal-disclosure.md): TTW (testing-the-waters) disclosure *We are 'testing the waters' to gauge investor interest in an of
- [Where founders find their filed Form C and SEC filings (Form C, C/A amendments, C-U updates)](https://help.wefunder.com/article/7fe19539-where-founders-find-their-filed-form-c-and-sec-filings-form-c-ca-amendments-c-u-updates.md): Your Form C is the disclosure document filed with the SEC for a Regulation Crowdfunding (Reg CF) rai
- [Board of Directors responsibilities, typical Series A composition, and Form C signing requirements](https://help.wefunder.com/article/a3989402-board-of-directors-responsibilities-typical-series-a-composition-and-form-c-signing-requirements.md): Fiduciary responsibility The Board of Directors have a fiduciary responsibility to guard the interes
- [Can I run a Reg D and Reg CF at the same time?](https://help.wefunder.com/article/46cc3623-can-i-run-a-reg-d-and-reg-cf-at-the-same-time.md): Yes, concurrent Reg D and Reg CF is allowed, with one important compliance distinction: - Reg D 506(
- [Contracts used for Regulation CF SPV & Custodian raises](https://help.wefunder.com/article/184f0b32-contracts-used-for-regulation-cf-spv-custodian-raises.md): SPV Contracts If your raise is using the SPV structure (which is most raises done after 2021), here 
- [Do all investors vote on corporate actions?](https://help.wefunder.com/article/a4bc4b5b-do-all-investors-vote-on-corporate-actions.md): No. You only need to talk to one person to sign off on any corporate actions: your Lead Investor. Yo
- [Do founders have to give up control to the Lead Investor?](https://help.wefunder.com/article/bff3f74d-do-founders-have-to-give-up-control-to-the-lead-investor.md): While the Lead Investor should have normal rights that professional angel investors enjoy, we don't 
- [Do I still need Carta or another transfer agent if I have a Wefunder SPV?](https://help.wefunder.com/article/b071ee46-do-i-still-need-carta-or-another-transfer-agent-if-i-have-a-wefunder-spv.md): Yes! The SPV only holds investments offered on Wefunder. You should still use Carta or other softwar
- [Do Wefunder investors appear as one entity on your cap table?](https://help.wefunder.com/article/67dd725d-do-wefunder-investors-appear-as-one-entity-on-your-cap-table.md): Yes! All investors on Wefunder will be aggregated into SPVs. Even if you raise funding from 2,000 in
- [How an SPV invests in your company (LLC series structure, early bird SPV, and admin fees)](https://help.wefunder.com/article/7ba86dfd-how-an-spv-invests-in-your-company-llc-series-structure-early-bird-spv-and-admin-fees.md): How SPVs work An SPV, or "special purpose vehicle," is an entity that is set up for the sole purpose
- [How to choose a Lead Investor when you have multiple options](https://help.wefunder.com/article/bd192e50-how-to-choose-a-lead-investor-when-you-have-multiple-options.md): If you have multiple options for a Lead Investor, that's great! Here's how we recommend choosing, in
- [Lead Investor role and voting/signing authority under the custodian structure](https://help.wefunder.com/article/55924c56-lead-investor-role-and-votingsigning-authority-under-the-custodian-structure.md): Lead Investor The Lead Investor gets to know a startup and decides to personally invest. Responsibil
- [Preferred stock: Ownership, voting rights, and dividend/liquidation priority](https://help.wefunder.com/article/10227ae1-preferred-stock-ownership-voting-rights-and-dividendliquidation-priority.md): Similar to common stock, this security is piece of ownership in a company. Typically, this stock car
- [Promissory Note](https://help.wefunder.com/article/c7d25e56-promissory-note.md): The Wefunder Promissory Note is good for debt fundraises that don't require much complexity. It can 
- [Regulation Crowdfunding](https://help.wefunder.com/article/b3d9f9ba-regulation-crowdfunding.md): Created by the JOBS Act, Regulation Crowdfunding allows startups to raise up to $1,235,000 in a 12-m
- [Replacing a lead investor and what happens if they quit](https://help.wefunder.com/article/283f4d96-replacing-a-lead-investor-and-what-happens-if-they-quit.md): Replacing a Lead Investor The Lead Investor is meant to advocate for investors. You should choose yo
- [Revenue Share](https://help.wefunder.com/article/1e7fa152-revenue-share.md): This is a promissory note that is paid back from a share of the revenues of the business. Important 
- [SPVs vs. Crowd SAFEs in Regulation Crowdfunding: cap table, 12(g), signatures, and lead investor differences](https://help.wefunder.com/article/9f1b5dee-spvs-vs-crowd-safes-in-regulation-crowdfunding-cap-table-12g-signatures-and-lead-investor-differences.md): How are SPVs different than the Crowd SAFE The Crowd SAFE and most other crowdfunding securities use
- [SPVs, taxes, and fees
](https://help.wefunder.com/article/ede4b3be-spvs-taxes-and-fees.md): *Note: this article is only for companies raising equity (i.e. SAFE, convertible note, priced round)
- [What contract does a Lead Investor sign (SPVs vs Custodian)?](https://help.wefunder.com/article/bf052c81-what-contract-does-a-lead-investor-sign-spvs-vs-custodian.md): It depends on whether the company is using SPVs or the Custodian. Have a look here for a list of con
- [What is a Convertible Note?](https://help.wefunder.com/article/3dffe762-what-is-a-convertible-note.md): A convertible note is an unsecured loan that converts to stock at some point in the future. They are
- [What is a custodian (and how the custodian structure works)](https://help.wefunder.com/article/84f7fad9-what-is-a-custodian-and-how-the-custodian-structure-works.md): A custodian is an entity (such as a broker-dealer, bank, or transfer agent) that holds securities on
- [What is an SPV or Custodian account and how does it affect my investment?](https://help.wefunder.com/article/abf8c072-what-is-an-spv-or-custodian-account-and-how-does-it-affect-my-investment.md): Investments on the Wefunder platform are managed in three ways: - Direct - Managed by the company th
- [What makes a lead investor's endorsement great](https://help.wefunder.com/article/c12adcb7-what-makes-a-lead-investors-endorsement-great.md): When a company has invited you to be the lead investor in their community round, this means they tru
- [What name appears on your cap table when you raise on Wefunder](https://help.wefunder.com/article/bbd8eaaa-what-name-appears-on-your-cap-table-when-you-raise-on-wefunder.md): If you use an SPV - It will be called "[Company Name] [], a series of Wefunder SPV, LLC." - If you u
- [What to do if you don’t yet have a Lead Investor](https://help.wefunder.com/article/c081e2fa-what-to-do-if-you-dont-yet-have-a-lead-investor.md): We suggest you choose from your professional network or the Wefunder investors that back your compan
- [Who chooses the Lead Investor for a Wefunder raise?](https://help.wefunder.com/article/8c1b5536-who-chooses-the-lead-investor-for-a-wefunder-raise.md): You do (with our approval). Before you file a Form C for your Wefunder raise, we must mutually agree
- [Who manages an SPV and where to find the manager](https://help.wefunder.com/article/48cf518a-who-manages-an-spv-and-where-to-find-the-manager.md): For most new SPVs, the manager is Wefunder Admin, LLC, who then delegates voting decisions to the Le
- [Who qualifies to be a Lead Investor](https://help.wefunder.com/article/a83db903-who-qualifies-to-be-a-lead-investor.md): Lead Investor qualification criteria If your Reg CF campaign began before February 19, 2026: - They 
- [Who signs corporate documents in a Custodian structure](https://help.wefunder.com/article/3c4ef552-who-signs-corporate-documents-in-a-custodian-structure.md): XX Investments LLC signs corporate documents on behalf of your investors at the direction of your Le
- [Why startups use SPVs](https://help.wefunder.com/article/7c14e78d-why-startups-use-spvs.md): Startups use SPVs to ensure their future growth and follow-on financings won’t be at risk. Having to
- [Early bird terms](https://help.wefunder.com/article/77700484-early-bird-terms.md): What are Early Bird terms & how do they work? Early Bird terms allow you to offer slightly better te
- [Do I have to file Form C-AR if I'm not raising again?](https://help.wefunder.com/article/02dff9dc-do-i-have-to-file-form-c-ar-if-im-not-raising-again.md): I'm not raising again. Do I still have to file Form C-AR? Yes. If you ran a successful Regulation Cr
- [Wefunder fees for public community raises (Reg CF)](https://help.wefunder.com/article/bfbe7354-wefunder-fees-for-public-community-raises-reg-cf.md): Getting started It's free to create a company profile on Wefunder. Reg CF fee For Reg CF, Wefunder c
- [What does Wefunder charge in fees?](https://help.wefunder.com/article/c548bb29-what-does-wefunder-charge-in-fees.md): It's always free to start raising on Wefunder. Reg CF (Community Round): 7.9% of the amount raised, 
- [Fiscal year end: definition and common date](https://help.wefunder.com/article/3a1e36fa-fiscal-year-end-definition-and-common-date.md): The business’ fiscal year is any twelve-month period that the company uses for accounting purposes. 
- [How taxes work on Wefunder based on investment structure (SPV vs Direct vs Custodian)](https://help.wefunder.com/article/40960144-how-taxes-work-on-wefunder-based-on-investment-structure-spv-vs-direct-vs-custodian.md): It depends on what investment structure you used. Wefunder has done fundraises using three investmen
- [SPVs, tax documents, and annual fees for equity raises (C-Corps and LLCs)](https://help.wefunder.com/article/614d2d18-spvs-tax-documents-and-annual-fees-for-equity-raises-c-corps-and-llcs.md): _Note: this article is only for companies raising equity (i.e. SAFE, convertible note, priced round)
- [Tax document and filing deadlines for direct, custodian, and SPV (Schedule K-1)](https://help.wefunder.com/article/c672c84f-tax-document-and-filing-deadlines-for-direct-custodian-and-spv-schedule-k-1.md): Deadlines - Direct/Custodian - Taxes are your obligation. If necessary, you should make sure you’ve 
- [Tax obligations by tax classification (partnership vs corporation): Form 1065 and Schedule K-1s](https://help.wefunder.com/article/7de7d780-tax-obligations-by-tax-classification-partnership-vs-corporation-form-1065-and-schedule-k-1s.md): This depends on how your company is taxed. Generally, if you are taxed as a partnership (as most LLC
- [Tax-related costs and annual fees for LLCs raising on Wefunder (debt vs equity, SPV vs direct)](https://help.wefunder.com/article/004771e1-tax-related-costs-and-annual-fees-for-llcs-raising-on-wefunder-debt-vs-equity-spv-vs-direct.md): For most LLCs raising on Wefunder, the only post-raise cost will be our standard $1K annual admin fe
- [What is a Tax ID or EIN (FEIN)?](https://help.wefunder.com/article/5d11f89b-what-is-a-tax-id-or-ein-fein.md): Employer Identification Number (EIN), also known as the _Federal Employer Identification Number_ (FE
- [Private Rounds overview](https://help.wefunder.com/article/d207bb20-private-rounds-overview.md): What is a Private Round? Private Rounds help founders raise money with less grunt work. Founders can
- [Wefunder pricing](https://help.wefunder.com/article/6510d773-wefunder-pricing.md): How much does it cost to raise on Wefunder? Private Rounds are free for founders. Direct investors a
- [Getting started](https://help.wefunder.com/article/5b44b54b-getting-started.md): How to get started Start a Private Round at wefunder.com/raise. Enter your company's legal name, you
- [Raise amounts & timeline](https://help.wefunder.com/article/bfd5d749-raise-amounts-timeline.md): How much can I raise? There is no upper limit on how much you can raise. Is there a minimum amount? 
- [Investors & solicitation rules](https://help.wefunder.com/article/d2e60c46-investors-solicitation-rules.md): What do investors look like on my cap table? Wefunder will aggregate all your investors to one Speci
- [Overview: SPVs](https://help.wefunder.com/article/fd2f54ae-overview-spvs.md): What is an SPV and how does it work? An SPV, or "Special Purpose Vehicle", is an entity that is set 
- [Signing & representation](https://help.wefunder.com/article/3f7e84b0-signing-representation.md): Who signs for the SPV? Someone needs to authorize future financings and corporate actions on behalf 
- [Overview: Investment contracts](https://help.wefunder.com/article/04c6fc04-overview-investment-contracts.md): What investment contracts can I use? We have industry-standard contracts you can use for SAFEs (YC) 
- [Terms](https://help.wefunder.com/article/534da24f-terms.md): Can I set a minimum investment value? You choose your own minimum check size – as low as $100. Many 
- [For a Reg D raise, does Wefunder provide the investment contract?](https://help.wefunder.com/article/d05ed34d-for-a-reg-d-raise-does-wefunder-provide-the-investment-contract.md): For Reg D, we have three template investment agreements ready to use: SAFE, convertible note, and SA
- [Requesting your 1st withdrawal](https://help.wefunder.com/article/b8f007d3-requesting-your-1st-withdrawal.md): Do you qualify for a withdrawal? If it's your first withdrawal There are just a couple of important 
- [Providing wire info for withdrawals](https://help.wefunder.com/article/36a53923-providing-wire-info-for-withdrawals.md): Why you need to provide wire information Before we can send your withdrawn funds to your bank accoun
- ["Rolling" withdrawals overview](https://help.wefunder.com/article/0fe17d4c-rolling-withdrawals-overview.md): What's a "rolling" withdrawal? Instead of waiting until your round closes to access your money, you 
- [Navigating the Wefunder "withdrawals" page](https://help.wefunder.com/article/ef1cf270-navigating-the-wefunder-withdrawals-page.md): The Wefunder "withdrawals" page If you want to submit a request for a withdrawal (whether it's your 
- [Checking your withdrawal progress](https://help.wefunder.com/article/2cd212da-checking-your-withdrawal-progress.md): Where to track your withdrawal status You can see exactly where your withdrawal request is in the pr
- [Understanding your withdrawal amount](https://help.wefunder.com/article/b8f8502d-understanding-your-withdrawal-amount.md): How your withdrawal amount is calculated Your next disbursement amount depends on several factors: -
- ["Final" withdrawals overview](https://help.wefunder.com/article/d259533d-final-withdrawals-overview.md): What's a "final" withdrawal? The final withdrawal is the last chance to pull funds from your closed 
- [The Wefunder Private Round "Closing" Guide](https://help.wefunder.com/article/6ec8ce00-the-wefunder-private-round-closing-guide.md): This guide covers everything you need to know about accessing your funds and finalizing your private
- [SPV management](https://help.wefunder.com/article/8e6e858c-spv-management.md): Reg D SPV management FAQs 1. Does Wefunder handle taxes for the SPV? Yes, we handle all required tax
- [Investor rights & tax benefits](https://help.wefunder.com/article/bf31100b-investor-rights-tax-benefits.md): 1. Do all investors vote? It depends on how they invest. If you invite them directly on the cap tabl
- [Documents & data for your records](https://help.wefunder.com/article/5be34617-documents-data-for-your-records.md): 1. Can I export documents for my law firm? Yes. You will be able to export all signed contracts as w
- [Contracts used for Regulation D SPV raises](https://help.wefunder.com/article/3582dd84-contracts-used-for-regulation-d-spv-raises.md): SPV Contracts If your raise is using the SPV structure (which is most raises done after 2021), here 
- [Wefunder fees for private rounds](https://help.wefunder.com/article/f49b78d1-wefunder-fees-for-private-rounds.md): Getting started It's free to create a company profile on Wefunder. Private raise fees on Wefunder Fo
- [What is Investor Warmup?](https://help.wefunder.com/article/0facfea0-what-is-investor-warmup.md): Investor Warmup overview The best way to raise capital is to establish a relationship with potential
- [How to run your warmup
](https://help.wefunder.com/article/bd2410c0-how-to-run-your-warmup.md): Tell your story. Give people a behind-the-scenes look at what you're building and the progress you'r
- [Troubleshooting the raise page editor](https://help.wefunder.com/article/ae10e9d5-troubleshooting-the-raise-page-editor.md): My edits won't save. What do I do? Try these in order - 90% of editor issues clear on the first or s
- [Adding or removing teammates on your campaign](https://help.wefunder.com/article/d84c8062-adding-or-removing-teammates-on-your-campaign.md): How do I add a teammate to my campaign? Go to your campaign editor and click Team in the sidebar (th
- [Changing the email on your founder account](https://help.wefunder.com/article/785be768-changing-the-email-on-your-founder-account.md): Can I change the email on my account myself? Yes. Go to wefunder.com/settings/login_and_security and
- [Regaining account access](https://help.wefunder.com/article/55cfe165-regaining-account-access.md): I removed myself as an admin. How do I get back in? If there's another admin on the campaign, ask th
- [How do I add a team member or give editing access to my Wefunder campaign?](https://help.wefunder.com/article/9f0e0b40-how-do-i-add-a-team-member-or-give-editing-access-to-my-wefunder-campaign.md): Go to your Editor page, then the Team section: wefunder.com/[your-company-slug]/editor/team - Click 
- [Who can invest on Wefunder](https://help.wefunder.com/article/56af32b2-who-can-invest-on-wefunder.md): Who Can Invest on Wefunder? Not sure if you're eligible to invest on Wefunder? Here's everything you
- [International investor guide](https://help.wefunder.com/article/2b5235b1-international-investor-guide.md): Here's a quick and handy guide for investing from abroad! The investment flow - Step 1: Go to the co
- [Location restrictions](https://help.wefunder.com/article/923fd4a7-location-restrictions.md): Wefunder Investment Eligibility: Geographic Restrictions Wefunder accepts investments from EU reside
- [Adding a beneficiary](https://help.wefunder.com/article/f7bf33fd-adding-a-beneficiary.md): How to Add a Beneficiary to Your Investment A beneficiary designation ensures your Wefunder investme
- [Can't create an account — your email or SSN is already in our system](https://help.wefunder.com/article/fb713dbf-cant-create-an-account-your-email-or-ssn-is-already-in-our-system.md): Why this happens Each person can have only one Wefunder account. If your Social Security Number (SSN
- [Changing or adding payment methods](https://help.wefunder.com/article/f7b8f60a-changing-or-adding-payment-methods.md): How to Update Your Payment Methods You can add new payment methods or update existing ones through y
- [Creating an investor account](https://help.wefunder.com/article/6aeb3597-creating-an-investor-account.md): How to create a Wefunder account Welcome! Getting started on Wefunder is quick and easy. Whether you
- [Deleting your account](https://help.wefunder.com/article/cef30a82-deleting-your-account.md): If you've decided to close your Wefunder account, we can help you do that. Here's what you need to k
- [How to Control Visibility of Investment Activity and Public Profile Details on Your Wefunder Profile](https://help.wefunder.com/article/18dfdcb2-how-to-control-visibility-of-investment-activity-and-public-profile-details-on-your-wefunder-profile.md): To control what appears on your public Wefunder profile, follow these steps: 1. Go to your Profile S
- [Investing as an entity](https://help.wefunder.com/article/a2c2819a-investing-as-an-entity.md): How to Add an Entity to Your Wefunder Account If you want to invest through a trust, fund, or other 
- [Investing on someone else's behalf (assistant, representative, POA)](https://help.wefunder.com/article/5fa7aff1-investing-on-someone-elses-behalf-assistant-representative-poa.md): Sometimes an investment is handled by someone other than the investor — an assistant, a family membe
- [Updating account info](https://help.wefunder.com/article/07c8f531-updating-account-info.md): Updating Your Phone Number or Email Address To update your phone number or email address, you'll nee
- [Using multiple accounts](https://help.wefunder.com/article/d3c2571a-using-multiple-accounts.md): You might have investments across multiple Wefunder accounts and want to consolidate them. Here's ho
- [Verifying your identity](https://help.wefunder.com/article/fb98d79e-verifying-your-identity.md): How to Verify Your Identity on Wefunder To protect everyone on the platform, we need to verify your 
- [Accredited Investor](https://help.wefunder.com/article/9db92df1-accredited-investor.md): An accredited investor is: 1. Someone with a net worth over $1M (minus their home) or who made $200K
- [Calculating your net worth](https://help.wefunder.com/article/5df686c6-calculating-your-net-worth.md): How to Calculate Your Net Worth for Investing on Wefunder Your net worth is everything you own minus
- [Investing limits explained](https://help.wefunder.com/article/25d5491b-investing-limits-explained.md): How Much Can I Invest on Wefunder? The amount you can invest depends on what you’re asking about: - 
- [My investor is flagged for accreditation — what documents do they need and how long does review take?](https://help.wefunder.com/article/7acc5d0c-my-investor-is-flagged-for-accreditation-what-documents-do-they-need-and-how-long-does-review-take.md): Examples of documents we accept to verify an investor’s accreditation status include: • Bank, broker
- [Verifying your accreditation status](https://help.wefunder.com/article/58d31854-verifying-your-accreditation-status.md): How to Verify Your Accredited Investor Status An accredited investor meets specific income, net wort
- [How to invest via an entity (trust, fund, or company)](https://help.wefunder.com/article/d4dc11cd-how-to-invest-via-an-entity-trust-fund-or-company.md): 1. Go to your account settings, click Investor Information, and then click Add Entity under the Enti
- [How to verify accredited investor status (qualifications and acceptable documents)](https://help.wefunder.com/article/b44566cb-how-to-verify-accredited-investor-status-qualifications-and-acceptable-documents.md): How do I verify my accreditation To increase your investing limit on Reg CF and be able to invest in
- [Identity verification: Accepted documents and upload requirements](https://help.wefunder.com/article/57c962dc-identity-verification-accepted-documents-and-upload-requirements.md): Wefunder takes the identity verification process very seriously to protect our investors and company
- [Investor prerequisites to complete an investment (limits, accreditation, identity verification, reservations)](https://help.wefunder.com/article/550a6d02-investor-prerequisites-to-complete-an-investment-limits-accreditation-identity-verification-reservations.md): To remain compliant with SEC regulations, we require certain prerequisites of investors in order to 
- [Lead Investor Primer](https://help.wefunder.com/article/73ea1938-lead-investor-primer.md): What is a Lead Investor? The Lead Investor is an investor who is familiar with the startup and decid
- [What makes a lead investor's endorsement great](https://help.wefunder.com/article/6c5c2cd7-what-makes-a-lead-investors-endorsement-great.md): When a company has invited you to be the lead investor in their community round, this means they tru
- [Becoming a Wefunder VIP](https://help.wefunder.com/article/d11424e5-becoming-a-wefunder-vip.md): What is a Wefunder VIP Membership? Who doesn't love being treated like a VIP? At Wefunder, we offer 
- [Accessing your portfolio](https://help.wefunder.com/article/e1295a9c-accessing-your-portfolio.md): Accessing Your Portfolio on Wefunder Your Wefunder portfolio is where you manage and track all your 
- [What is a 'portfolio'?](https://help.wefunder.com/article/6b5f7f08-what-is-a-portfolio.md): Getting to Your Portfolio Your Wefunder Portfolio is your hub for all things investment. Just log in
- [Checking your portfolio value](https://help.wefunder.com/article/26b344a9-checking-your-portfolio-value.md): How to see your portfolio value To see your current portfolio value and all your investments, visit 
- [Failed community rounds](https://help.wefunder.com/article/fe1ef425-failed-community-rounds.md): What happens if the Community Round fails? If the fundraising round you invested in does not succeed
- [How we calculate portfolio value](https://help.wefunder.com/article/25fb2c89-how-we-calculate-portfolio-value.md): How is the value of my Wefunder Portfolio calculated? After you make an investment in a company on W
- [Redemptions, buybacks & revenue-share payouts](https://help.wefunder.com/article/cffed3c1-redemptions-buybacks-revenue-share-payouts.md): Sometimes money comes back to you from an investment — through a redemption or buyback, or through r
- [Stock splits, IPOs & how your portfolio value updates](https://help.wefunder.com/article/5e96b6a1-stock-splits-ipos-how-your-portfolio-value-updates.md): The value shown next to an investment in your Portfolio is an estimate of what it may be worth — not
- [Typical timeline of returns](https://help.wefunder.com/article/f3160135-typical-timeline-of-returns.md): Here's the real timeline When you invest through Wefunder, you're betting on the long game. These ar
- [Claiming a tax loss when a company shuts down](https://help.wefunder.com/article/fccd95bc-claiming-a-tax-loss-when-a-company-shuts-down.md): When a company you invested in dissolves or shuts down, your investment generally becomes worthless.
- [Downloading tax documents (K-1s)](https://help.wefunder.com/article/93079b9b-downloading-tax-documents-k-1s.md): If you are an investor located in the U.S. and your investment had a qualifying taxable event during
- [Fair market value (FMV) letters for self-directed IRAs](https://help.wefunder.com/article/c9bf72b3-fair-market-value-fmv-letters-for-self-directed-iras.md): If you hold a Wefunder investment inside a self-directed IRA (SDIRA), your IRA custodian is required
- [International investors: what tax documents you get (and don't)](https://help.wefunder.com/article/87c3f6f8-international-investors-what-tax-documents-you-get-and-dont.md): If you're an investor located outside the U.S., your Wefunder tax documents work differently than th
- [Understanding your Schedule K-1](https://help.wefunder.com/article/a81a60c0-understanding-your-schedule-k-1.md): A Schedule K-1 reports your share of a partnership's income, losses, deductions, and credits for the
- [Creating an investment](https://help.wefunder.com/article/239bc631-creating-an-investment.md): How to Create an Investment on Wefunder You can complete your entire investment directly in your Wef
- [Editing an investment](https://help.wefunder.com/article/83b9ca35-editing-an-investment.md): How to Edit Your Pending Investment on Wefunder Changed your mind about your investment amount? Whet
- [Co-investing](https://help.wefunder.com/article/7f82d225-co-investing.md): What is co-investing on Wefunder? We’ve made it easier to invest alongside people you respect. You c
- [Cancelling an investment](https://help.wefunder.com/article/7e13ae06-cancelling-an-investment.md): Can I cancel my investment and get a refund? As long as your funds haven’t been disbursed to the com
- [Understanding the investment timeline](https://help.wefunder.com/article/f6f866ea-understanding-the-investment-timeline.md): When you commit to an investment on Wefunder, you're kicking off a process that takes your money fro
- [How to check if a company's round is still open](https://help.wefunder.com/article/d9f6729e-how-to-check-if-a-companys-round-is-still-open.md): To determine if a company is currently accepting investments on Wefunder, follow these steps: 1. Go 
- [Can an assistant or representative invest on someone else's behalf?](https://help.wefunder.com/article/c052f9e0-can-an-assistant-or-representative-invest-on-someone-elses-behalf.md): Investments must belong to — and be recorded in the legal name of — the beneficial owner (the actual
- [Can someone invest on behalf of another person or entity?](https://help.wefunder.com/article/dfb9fd8f-can-someone-invest-on-behalf-of-another-person-or-entity.md): Investors must sign the subscription agreement themselves — a third party cannot sign on another per
- [Reservations & Wefunder Cash 101
](https://help.wefunder.com/article/131af859-reservations-wefunder-cash-101.md): Reservations & Wefunder Cash 101. Founders can now “test the waters” and gauge interest from investo
- [Why was my investment cancelled, and how do I reinstate it?](https://help.wefunder.com/article/91f98c85-why-was-my-investment-cancelled-and-how-do-i-reinstate-it.md): Your investment could be cancelled for a few reasons, ranging from non-payment to failure to take ca
- [Allowed Withdrawal Methods for Wefunder Cash and Cryptocurrency Restrictions](https://help.wefunder.com/article/f80575df-allowed-withdrawal-methods-for-wefunder-cash-and-cryptocurrency-restrictions.md): Wefunder Cash cannot be withdrawn to cryptocurrency wallets or paid out in any form of cryptocurrenc
- [Funding your investment](https://help.wefunder.com/article/72d86403-funding-your-investment.md): How to Fund Your Investment on Wefunder There are several ways to fund your investment on Wefunder, 
- [How to use more than 1 payment method](https://help.wefunder.com/article/9ca22119-how-to-use-more-than-1-payment-method.md): Can You Use Multiple Payment Methods for One Investment? Yes, you can split a single investment acro
- [Investing with a self-directed IRA](https://help.wefunder.com/article/b3c2c66a-investing-with-a-self-directed-ira.md): How to invest using your IRA 1. Navigate to the company's campaign page to set up your investment. 2
- [Investor charged but the investment shows cancelled — where did the money go?](https://help.wefunder.com/article/7d62784f-investor-charged-but-the-investment-shows-cancelled-where-did-the-money-go.md): If an investment was cancelled, but a charge still appeared on the investor’s side, this is typicall
- [My Wefunder Cash withdrawal failed / my bank shows an error](https://help.wefunder.com/article/5a423aa1-my-wefunder-cash-withdrawal-failed-my-bank-shows-an-error.md): If your Wefunder cash withdrawal failed or your refund hasn't reached your bank: Scenario A — withdr
- [Timing Expectations for Wefunder Cash ACH Transfers and Funds Availability](https://help.wefunder.com/article/13ac9ce5-timing-expectations-for-wefunder-cash-ach-transfers-and-funds-availability.md): A Wefunder Cash ACH transfer may show as settled on Wefunder before the receiving bank displays the 
- [Understanding refunds](https://help.wefunder.com/article/33fd9dca-understanding-refunds.md): How Refunds Work When you cancel your investment in the app, or if a Community Round doesn't reach i
- [Understanding the admin / service fee](https://help.wefunder.com/article/504e43ab-understanding-the-admin-service-fee.md): When you invest on Wefunder you may see a fee in addition to your investment amount. Here's what it 
- [Wefunder investor fees](https://help.wefunder.com/article/7dc60c82-wefunder-investor-fees.md): What Fees Does Wefunder Charge? Wefunder charges transaction fees when you fund an investment. The a
- [When will my refund arrive after a cancelled reservation or investment?](https://help.wefunder.com/article/34ec065c-when-will-my-refund-arrive-after-a-cancelled-reservation-or-investment.md): Refunds after a cancellation typically take 5-7 business days to appear, though ACH reversals can oc
- [How do I transfer my Wefunder investment to someone else / change the account holder?](https://help.wefunder.com/article/11d1e48f-how-do-i-transfer-my-wefunder-investment-to-someone-else-change-the-account-holder.md): You can transfer a Wefunder investment or change the account holder through an online transfer form 
- [Selling or transferring investments](https://help.wefunder.com/article/fea8d80e-selling-or-transferring-investments.md): Sometimes you need to change who owns a Wefunder investment or transfer it to someone else. Most tra
- [Transferring Wefunder Investments After an Investor's Death: Estate Transfer Process](https://help.wefunder.com/article/1f6ba020-transferring-wefunder-investments-after-an-investors-death-estate-transfer-process.md): If you're the beneficiary, heir, or estate representative of a Wefunder investor who has passed away
- [Where to Find the Developer Portal, App Installations, API Docs, and Related Navigation in Wefunder](https://help.wefunder.com/article/92d5ad8a-where-to-find-the-developer-portal-app-installations-api-docs-and-related-navigation-in-wefunder.md): Developer Portal Go to `/developers` directly. It is not linked from the main nav. In the Developer 
- [Where to Find Wefunder Account Settings, Portfolio, Cash, Tax Docs, and Other Common Pages](https://help.wefunder.com/article/fb4326f0-where-to-find-wefunder-account-settings-portfolio-cash-tax-docs-and-other-common-pages.md): Use these navigation paths to find common Wefunder account, settings, and product areas. How navigat