Contracts used for Regulation CF SPV & Custodian raises

## SPV Contracts If your raise is using the **SPV** structure (which is most raises done after 2021), here are the contracts we’ll use. 1. [**Investor Agreement**](https://wefunder.com/terms#investor). (Section 8 applies to SPVs). Investors agree that their investment will be through an SPV and grant a power of attorney to the Lead Investor. 2. [**SPV Subscription Agreement**](https://dfon51l7zffjj.cloudfront.net/uploads/remote_files/246818-FPwne3dW1THluxDpTzgrai8c/SPV_Subscription_Agreement__FINAL_.pdf). Investors agree to buy an interest in the SPV. The appendix contains information about the terms of the investment. 3. [**Investor Representative Proxy Agreement**](https://uploads.wefunder.com/uploads/remote_files/12659036-vp9K3yT8brSC58bVmSWRvqG1/Investor_Representative_Proxy_Agreement__07.30.2026___Reg_CF_.pdf). Appoints the Investor Representative, describes the process for removal or replacement (including removal of an Affiliated Investor Representative for Cause), and establishes protocols for identifying and managing conflicts of interest. 4. [**Rule 3a-9 Undertakings Agreement**](https://d2qbf73089ujv4.cloudfront.net/uploads/remote_files/119603-xlnjv6Ff2NaECYIVrf1JJMFt/Rule_3a-9_Undertakings_Agreement__FINAL_.pdf). The SPV and company make some legally-required representations. 5. [**Tax Services Agreement**](https://uploads.wefunder.com/uploads/remote_files/2062076-H5mj96Xw4yWVj2BtU3gyzPY5/Tax_Service_Agreement.pdf). The company and Wefunder agree on the tax services that will be supported for the SPV. ## Custodian structure contracts If your raise used the **Custodian** structure (which is most raises from 2020 - 2021), here are the contracts we used. 1. [**Transfer Agent Agreement**](https://wefunder.com/legal/transfer-agent). Appoints XX Investments as the transfer agent for all sales of securities on Wefunder. 2. [**Investor Agreement**](https://wefunder.com/terms#investor). Investor agrees that the Custodian will be the sole legal holder of securities and the investor will be a beneficial owner of the securities. 3. [**Custodial and Voting Agreement**](https://wefunder.com/legal/custodian). Appoints the XX Investments as Custodian, paying agent and voting agent with respect to the securities. 4. [**Lead Investor Agreement**](https://wefunder.com/legal/lead-investor). XX Team agrees to provide voting instructions to the Custodian via the Lead Investor as its representative. ## Viewing executed & template contracts **Founders:** Once your raise is completed, all executed contracts are downloadable from your contracts page. Go to **Reports -> Withdrawals**, then click **'Contracts'** in the top-left corner of the Withdrawals page.