Contracts used for Regulation D SPV 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. [**Reg D SPV Subscription Agreement**](https://wefunder.com/legal/contract-templates/spv-subscription-agreement). Investors agree to buy an interest in the SPV. The appendix contains information about the terms of the investment. 3. [**Capitalize Investments LLC Agreement**](https://wefunder.com/legal/contract-templates/spv-llc-agreement). The operating agreement for the series LLC that holds the investment. Each raise is its own series, kept separate from all others. 4. [**Capitalize Disclosure Statement**](https://wefunder.com/legal/contract-templates/spv-disclosure-statement). Covers the risks of investing through the SPV, what diligence we do on the company, and who is eligible to invest. 5. [**Investor Representative Proxy Agreement**](https://uploads.wefunder.com/uploads/remote_files/12659107-7eqbdpJybsEh65fYhqus6cCn/Investor_Representative_Proxy_Agreement__07.30.2026___Reg_D___Capitalize_.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. 6. [**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. ## 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.