# Wefunder

> Wefunder — knowledge base and documentation

## Articles

- [Overview: What is Wefunder?](https://help.wefunder.com/article/ce3901d0-overview-what-is-wefunder.md): ## Wefunder is...

Wefunder ([YC W13](https://www.ycombinator.com/companies/wefunder)) is the operat
- [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. 
- **Emai
- [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 
- [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 us
- [Email unsubscribe](https://help.wefunder.com/article/96c2d237-email-unsubscribe.md): To unsubscribe from Wefunder emails, go to your [Notification settings](https://wefunder.com/setting
- [Mobile app](https://help.wefunder.com/article/2e2aea78-mobile-app.md): ## Wefunder mobile app discontinuation and login instructions

The Wefunder mobile app has been disc
- [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](https://wef
- [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
- [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 (Sim
- [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 S
- [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 va
- [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


- [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
- [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
- [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 invest
- [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 Bene
- [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 al
- [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 fundraisin
- [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
- [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 are able to raise up to $5 m
- [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** - C
- [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 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
- [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 
- [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 
- [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 
- [Wefunder promotion ladder](https://help.wefunder.com/article/216c96af-wefunder-promotion-ladder.md): **Important note:** These thresholds only count investments made through Wefunder. If you raise mone
- [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 commitmen
- [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 
- [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 differ
- [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 Inve
- [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
- [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 fi
- [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 disbursement (withdrawal)

The 21 days af
- [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 ac
- ["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, 
- [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 y
- [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 th
- [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 factor
- [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 
- ["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 clo
- [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 ti
- [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
- [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 y
- [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,
- [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 her
- [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 clos
- [Regulation CF financial requirements](https://help.wefunder.com/article/79f1eeba-regulation-cf-financial-requirements.md): The law requires that you disclose financial statements to raise under Reg CF. Specifically, you’ll 
- [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
- [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 int
- [Contracts used for SPV and Custodian raise structures (and where to download executed copies)](https://help.wefunder.com/article/184f0b32-contracts-used-for-spv-and-custodian-raise-structures-and-where-to-download-executed-copies.md): If your raise is using the **SPV** structure (which is most raises done after 2021), here are the co
- [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. Y
- [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 i
- [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 pur
- [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.

## Res
- [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 ca
- [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 ch
- [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
- [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**](https://hel
- [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 t
- [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 
- [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:
- [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 bette
- [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 Regulatio
- [Wefunder fees for founders: Free profile, Reg CF success fee, and annual admin fee](https://help.wefunder.com/article/bfbe7354-wefunder-fees-for-founders-free-profile-reg-cf-success-fee-and-annual-admin-fee.md): **It's free to create a company profile on Wefunder.**

## Reg CF fee

For Reg CF, Wefunder charges 
- [XX Investments LLC fees: First 3 years waived, then $1K annually until IPO, acquisition, or dissolution](https://help.wefunder.com/article/73217fe0-xx-investments-llc-fees-first-3-years-waived-then-1k-annually-until-ipo-acquisition-or-dissolution.md): XX Investments LLC will waive all fees for the first 3 years after your raise. After 3 years, it wil
- [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 investme
- [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
- [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 LL
- [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
- [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 investo
- [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,
- [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 
- [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 S
- [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 
- [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 beh
- [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 (
- [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. M
- [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 i
- [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 ac
- ["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, 
- [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 y
- [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 th
- [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 factor
- ["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 clo
- [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 req
- [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 ca
- [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 
- [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 poten
- [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 
- [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 
- [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 sid
- [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_securit
- [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, as
- [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
- [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 
- [Location restrictions](https://help.wefunder.com/article/923fd4a7-location-restrictions.md): ## Wefunder Investment Eligibility: Geographic Restrictions

Wefunder accepts investments from EU re
- [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 inve
- [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 throu
- [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
- [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
- [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 ot
- [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
- [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 y
- [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 mad
- [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 m
- [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 on Wefunder depends on whether you'
- [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 
- [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**](https://wefunder.com/settings/), click **Investor Information**
- [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 inves
- [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 d
- [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 of
- [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 y
- [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 l
- [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, vi
- [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 su
- [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 o
- [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. Thes
- [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
- [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 
- [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? W
- [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. Y
- [Canceling an investment](https://help.wefunder.com/article/7e13ae06-canceling-an-investment.md): ## Can I cancel my investment and get a refund?

As long as your funds haven’t been disbursed to the
- [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
- [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 inve
- [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 Wefund
- [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 
- [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 investme
- [Understanding refunds](https://help.wefunder.com/article/33fd9dca-understanding-refunds.md): ## How Refunds Work

When you cancel your investment or if a Community Round doesn't reach its goal,
- [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. T
- [Selling or transferring investments](https://help.wefunder.com/article/fea8d80e-selling-or-transferring-investments.md): Sometimes you need to change who owns your investment or transfer it to someone else. Both involve u
- [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): ## How to Transfer Investments After the Investor's Death on Wefunder

If you are settling an estate