For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Wefunder
Help center
Investor communication during withdrawals
## We handle investor communication for you
Here's the good news: you don't need to send investors a heads-up about upcoming withdrawals. Wefunder handles that. We send out automated notifications to investors when a withdrawal is about to happen, so they know their investment is about to become final.
## What investors receive
When you have a rolling withdrawal coming up, approximately 7-8 business days before the funds go out, we send investors an email that tells them:
- Their investment funds are about to be disbursed
- The amount they're investing (since this makes their investment final)
- They have the option to opt-out if they want to
The email goes directly from us to them. You don't need to do anything on your end.
## When should you reach out to investors?
You really only need to step in if some sort of issue comes up. For example:
- If you notice they need to complete an action item
- An investor tells you they're confused about the withdrawal or didn't understand the email
- An investor says they want to opt out
- An investor didn't receive the email and is asking questions
- There's some other issue that needs clarification
If everything's running smoothly, there's no action we need from you.
## If an investor wants to opt-out
If an investor reaches out to you saying they want to opt-out of a withdrawal:
**Option 1:** Direct them to click the opt-out button in the email they received. It's right there in the notification we sent.
**Option 2:** If they can't find the email or need help, they can reach out to our Closing team directly at closing@wefunder.com. Your investor can reply to the email from us, or they can email that address with their questions.
Either way, don't feel like you need to handle the opt-out request yourself. Just point them in the right direction.
## The bottom line
We send the investor communications automatically. Your only task is to raise your hand if there's a question or issue for some reason. Otherwise, sit back and we'll take care of the proactive comms.
