The outputs of this tool are hypothetical in nature, are for educational purposes only, and do not represent actual or expected performance of any Fundify portfolio or any specific investment available on the Fundify
platform. The tool’s results do not predict, and should not be relied upon as a guarantee of, future performance of portfolios managed by Fundify or of startup investments or traditional investments more generally. Past performance does not guarantee future results. The tool projects hypothetical outcomes for early-stage private company investments and traditional investments (equities within the S&P 500 Index) based on user inputs (monthly investment and time horizon) and assumed historical startup returns, as calculated by Tech Coast Angels (based on 247 outcomes between 1997-2022, assuming one invested equal amount in all companies) and Standard & Poor’s. Indices are unmanaged and are gross of fees and expenses. It is not possible to invest in an index. Other investments not considered may have characteristics similar or superior to those being analyzed. The tool applies compound growth to uninterrupted contributions and assumes timely deployment with no cash drag. It also assumes no taxes, fees, or expenses, and no impact from market, economic, currency, political, or regulatory events. Small changes in assumptions can materially affect outputs. Accordingly, the tool’s projections may not reflect real-world outcomes. Results may vary with each use and over time.The above returns consider investments in early stage companies over a 25-year period only, and the average returns per year (annualized IRR) have dividends reinvested (but they are not inflation adjusted). These rates of returns may not be achieved. Past performance does not guarantee future returns. Startups performance based on average annual returns between 1997 and 2022, as calculated by the Angel Capital Association. S&P 500 performance based on average annual returns between 1997 and 2022. Startup returns and S&P 500 index returns are gross of all fees and expenses.
When investing in startups at the seed stage, there is a high risk of failure, a limited track record of the company, and potential dilution of ownership. Risks of early-stage investing include, but are not limited to, scalability, increased competition, valuation, and market saturation. Investments in startups through Fundify are subject to fees and expenses. For additional information regarding fees, expenses, and risks, please review Item 5 and Item 8 of Fundify Advisor LLC’s Disclosure Brochure.