Join Our Investor Syndicate
Invest in companies that move the world forward!
Investment / Advisor Portfolio
Frequently Asked Questions
Investor FAQs
1
Why invest via 4WARD.VC' syndicate?
In addition to increased deal flow and exposure to promising companies, investing via a syndicate is just more convenience. We find great startups, negotiate good terms, diligence the company and provide you with a deal memo and manage all of the legal aspects of setting up and running the SPV.
2
What is an SPV?
An SPV is a Special Purpose Vehicle, i.e., an LLC investment vehicle that we use to invest collectively in a startup.
3
Will I be on the cap table?
No. By joining our syndicate, you’re investing in membership of the SPV, which then invests in the company on your behalf – meaning no additional legal complications/obligations/fees for you.
4
What is the minimum I can invest?
The minimum is $1000+ per deal, depending on the allocation we secure in the round.
5
Is it mandatory to invest or take my pro-rata rights?
No. All investments are 100% optional for all members.
6
Is there a setup fee?
Yes.
For some deals, we use Assure (a portfolio company btw 🙂 and there is a variable per deal fee starting at $4k-9k depending our allocation.
For other deals, we use Leva which charges 1% of funds raised.
7
What does it mean to be an accredited investor?
While accreditation laws vary based on jurisdiction, in the USA, an accredited investor is designated by the SEC to mean either you’re net worth (excluding your home) is > $1M or you earned more than $200k/yr for at least the past two years.
8
Can non-accredited investors invest?
Yes, for certain deals (depending on jurisdiction).
NOTE: That Americans must be accredited investors in order to participate.
9
What is carry?
Carry stands for carried interest, which is a share of the profits. We charge a standard 20% for our syndicate which is paid out in exchange for negotiating the deal, performing due diligence, crafting the deal memo and setting up/running the SPV.
Startup FAQs
1
Does it cost anything?
Of course not! Investors cover the small fees of setting up each SPV.
2
What is the advantage of an SPV over individual investors or angels?
With an SPV, there is only ONE line on your cap table – which keeps things clean for future investors. It also connects you with up to 249 investors who become vested in the success of your company and can be super helpful for your business in the future.
3
How does it affect our the cap table?
Because our syndicate creates a separate SPV which then invests in the company on our members’ behalf, that means only one new entry on your cap table and only one investor to report to 🙂
4
How much does the 4WARD Ventures group invest?
It depends on allocation and investor interest, but typically at least $25-50k from our fund with an additional $50-100k via syndication.
5
Can I pitch on The Startup Tank?
Of course. Apply here.
And for more on The Startup Tank Demo Days, visit thestartuptank.com.
About 4WARD.VC's Investor Syndicate
Are you an ex-operator, tech professional or other high net worth individual interested in diversifying your portfolio and investing in high-growth tech startups looking to change the world? If so, you’ve come to the right place.
4WARD Ventures’ angel syndicate is an investment vehicle that allows you to invests in world-positive, carbon-neutral businesses that actively improve how we live by pushing the boundaries of environmental and social betterment.
Investment Criteria: Our angel group invests alongside our fund in pre-seed and seed stage impact and climate startups tackling massive problems in the areas of commerce/ecommerce, platforms/marketplaces, consumer tech, fintech & blockchain, cleantech & climate change, B2B/enterprise, hardware-as-a-service and of course software/SaaS.
NOTE:Â Certain startup investment opportunities are only available for accredited investors (folks with net worth > $1M or yearly income of at least $200k).
NOTE: By applying to join our investor network, you are actively approaching us and by no means legally represents a solicitation of investment opportunities.
Investors We Work Closely With
