Important Disclosures


Last Updated February 5th, 2024

Fundify Advisors LLC (“Fundify Advisors”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. Fundify Advisors’ affiliate, Fundify Portal, LLC (“Fundify Portal”) is a FINRA and SEC-registered funding portal in the United States, and receives financial compensation as a result of Fundify Advisors investing clients in opportunities on Fundify Portal. Fundify Advisors and Fundify Portal are wholly-owned subsidiaries of Fundify, Inc. (“Fundify Parent”).

Fundify Advisors, Fundify Portal, and Fundify Parent (collectively, “Fundify” “we,” “us,” or “our”) operate the Fundify website at (the "Fundify Website") and the Fundify application (the “Fundify App” and, together with the Fundify Website, the “Digital Properties”). By using the Fundify Website or Fundify App you accept and agree to the Fundify Advisors Terms of Use and PrivacyPolicy.

Investment advisory services available through the Digital Properties (the “Services”) are provided by Fundify Advisors. Please refer to Fundify Advisors’ Relationship Summary  and Disclosure Brochure for additional information about Fundify Advisors’ advisory services.

Fundify Advisors maintains deposits with North Capital Private Securities Corporation (“NCPS”) in accounts that contain only Fundify Advisors clients' funds and securities, under Fundify Advisors’ name as agent or trustee for the clients. NCPS provide clients for which it holds funds at least quarterly, identifying the amount of funds and of each security in the account at the end of the period and setting forth all transactions in the account during that period. Investments purchased by Fundify Advisors for clients are generally acquired from the issuer in a transaction or chain of transactions not involving any public offering, are uncertificated, and ownership thereof is recorded only on the books of the issuer or its transfer agent in the name of the client, and are transferable only with prior consent of the issuer or holders of the outstanding securities of the issuer. Fundify Advisors provides statements reflecting clients holdings in such private investment through the Fundify App.

Software, text, graphics, images, designs, sound recordings, audiovisual works, and other material provided by or on behalf of Fundify (collectively referred to as the “Content”) published to the Digital Properties should not be construed as solicitation or recommendation of any investment or investment strategy. Fundify and its officers, associated persons, or members of their families, may at any time be long or short, purchase or sell, or own options, rights or warrants in any securities of the companies discussed in any Content, and may make purchases or sales of these securities.

Content is meant for informational purposes only. Neither the Content nor any opinions expressed therein area solicitation to purchase or sell any securities or for any other investment-related services. Any graphs, charts, and other visual aids are provided for informational purposes only and are not to be used to make investment decisions. You should consult your portfolio managers, analysts, investment advisers, financial advisors, accountants, attorneys, or investment committees, as applicable, responsible for management of applicable assets before acting on information made available on or through the Digital Properties and the Services. Content contains forward looking predictions that are subject to certain risks and uncertainties which could cause actual results to differ materially from those currently anticipated or projected.

Fundify provides Content to you in an effort to provide comprehensive information of a range of possible investment opportunities. Securities discussed in the Content are not suitable for all investors due to different needs, objectives, and financial resources. The securities mentioned may not be registered in every state. Investors should consider these factors when making an investment decision. The private securities described in the Content on the Digital Properties and the Services are only suitable for investors who understand and are willing and able to accept the high risks associated with private securities. Investing in private securities requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs.Investments in private securities are particularly risky and illiquid. You should only consider investing if you can afford to lose your entire investment. Private securities are subject to risks associated with the industries in which their issuers operate, which are disclosed in the respective issuing company’s offering documents (e.g., Form C). Past performance of a security or a company does not guarantee future results or returns.

Unless you are an advisory client of Fundify (subject to the terms of the Advisory Agreement, no communication by Fundify, through the Digital Properties and the Services or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory, or compliance advice. Unless you are an advisory client of Fundify (subject to the terms of an Advisory Agreement), nothing on the Digital Properties and the Services is intended as an offer to purchase or sell securities or a solicitation of any securities transaction. Investing in securities described in the Content on the Digital Properties and theServices poses risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing in any securities, you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties, and risks; and (3) consult with your own investment, tax, financial and legal advisors.

Any information in the Digital Properties regarding Fundify Advisors’ investment process, including but not limited to investment strategy and approach, criteria, process, and universe, and/or risk management are guidelines only and should not be construed in any way as absolute restrictions or requirements on Fundify Advisors’ discretion.

The statements presented in the Digital Properties reflect prevailing conditions and Fundify’s judgment as of they were made, and are subject to change. The statements presented in the the Digital Properties may state or imply the causation of certain business, economic, financial, or geopolitical events, actions, or behaviors by other business, economic, financial, or geopolitical events, actions, or behaviors. Any and all such statements of causation represent the opinions of Fundify and its related persons about these matters based on their observations and assessments, and they may alter their opinions in light of events or circumstance occurring or discovered after the delivery of this document without communicating the revised opinion to the recipients hereof.

The statements presented in the Digital Properties include certain opinions and “forward-looking statements,”which may be identified by the use of such words as “may,” will,” “believe,” “expect,” “anticipate,” “should,” “target,”, “project,” “intend,” “continue,” “planned,” “estimate,” “potential,” “outlook,” “forecast,” “plan” and other similar terms, or the negatives thereof or other variations thereon or comparable terminology. All such opinions and forward-looking statements are conditional and are subject to various factors, including, without limitation, general and local economic conditions, changing levels of competition within certain industries and markets, changes in legislation or regulation, and other economic, competitive, governmental, regulatory, and technological factors, any, or all of which could cause actual results to differ materially from projected results. Due to various risks and uncertainties, actual events or results or the actual performance of any investment may differ materially from those reflected or contemplated in such forward-looking statements.

All statements made via social media sites sponsored or maintained by Fundify and its affiliates are for informational purposes only and, with respect to statements about Fundify Advisors, do not constitute a comprehensive description of Fundify Advisors’ investment advisory services or any recommendations related to securities or investment products. Fundify and its affiliates are not responsible for, and do not endorse the content by other users or followers of any social media sites sponsored or maintained by Fundify and its affiliates. Fundify and its affiliates are also not responsible for the terms of use or privacy or security policies of any social media sites, and you use such sites at your own risk. Fundify and its affiliates reserve their rights to block any user or follower who posts, tweets, or retweets content that is deemed inappropriate or offensive or constitutes spam, a testimonial, advice, a recommendation, or advertisement for securities, products, or services, is promotional in nature, or otherwise violates regulatory guidelines. Fundify and its affiliates also reserve their rights to block users or followers whose posts, tweets, or retweets contain offensive or inappropriate content or serve as promotional sites. Fundify and its affiliates maintain full discretion in determining which users to block and what content is deemed inappropriate. Any opinions expressed by users or followers are those of the persons submitting the comments and do not represent the views of Fundify and its affiliates.

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