Navigating the Wefunder "withdrawals" page

## The Wefunder "withdrawals" page If you want to submit a request for a withdrawal (whether it's your first time, or your tenth), the Withdrawals page is where you need to go: https://wefunder.com/[your-company]/withdrawals. Just replace **[your-company]** with the name you used in your Wefunder campaign URL. In the top right corner of the Withdrawals page, you'll see a button that says "Request Funds". Click this button to submit an official request for funds and we'll review it as soon as possible. If you have a current withdrawal in progress, you can also go to the Withdrawals page to track it across different key stages in the process by referencing the disbursement timeline/tracker near the top of the page. You'll even see a complete record of prior withdrawal requests on the Withdrawals page, plus a breakdown of each historical withdrawal line by line. This is really helpful for tracking when money came in, exactly how much you received, and understanding the breakdown of fees. ### Where to track a withdrawal in progress Look near the top of the Withdrawals page and you should see a timeline visual with different stages/steps. They are: **Requested → Approved (or Rejected, which would stop the process from moving forward) → Opt-Outs → Preparing → Signing → Withdrawn** Here's a bit more about what each stage means: **1. REQUESTED:** Once you submit your request, here's the timeline... Same day your request enters our queue for review. By the next Monday or Tuesday, our team reviews your request and either approves it or provides a reason for rejection. **2. APPROVED (OR) REJECTED:** We've reviewed your request, and if everything looks good, we’ll assign you the next possible withdrawal date (always on Fridays). If we reject your request, there's a specific reason, which we'll share with you in an email. **3. OPT-OUTS:** The investor opt-out notices get sent to investors in the upcoming tranche and we give them 5 business days to think about it. **4. PREPARING:** Over the next couple of business days, the opt-out window is over and we are preparing the locked in investor list, amount, and subscription agreement contracts. **5 + 6. SIGNING / WITHDRAWN:** By your withdrawal date, we will send you an email with a request for your e-signature. Once we have your e-signature, we'll apply it to all of the investment contracts in the tranche and trigger a wire transfer to your bank account. This usually reaches your account within 1-2 business days. ### Where to find your withdrawal history Head to the Withdrawals page in your account. You'll see a few different tabs and sections, but the main "All Withdrawals" tab shows you everything you've received. The table gives you a detailed row for each withdrawal your company has received. Here's what each column tells you: - **Date sent** — When the withdrawal was processed and sent to your company. - **Amount withdrawn** — The total amount of money that was being withdrawn from your investors. - **Wefunder's fees** — The fee Wefunder took from that withdrawal. This helps us keep the platform running. - **Net sent** — This is the amount that actually hit your bank account. (It's the amount withdrawn minus Wefunder's fees.) - **# of investors** — How many investors were included in this particular withdrawal tranche. - **Investor list** — You can export a detailed list of exactly which investors were included in this withdrawal, along with additional info about each investor. This is super helpful if you're trying to figure out which investors participated or if you need it for your records. ### Why this matters Each time you request a withdrawal, Wefunder batches together the investors who are ready to send money. That batch is called a tranche. So if you see multiple rows in your history, each one represents a different batch of investors who withdrew their funds at different times. This breakdown helps you understand your cash flow and keep accurate records for accounting and tax purposes.