Relationship Summary

Fundify Advisors LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at https://www.investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

What investment services and advice can you provide me?

We offer investment advisory services to retail investors. We primarily advise on investments in pre-initial public offering companies, recommending portfolios of securities issued by pre-seed, seed, early stage, and later stage private companies. Portfolio investments include (but are not limited to) preferred and common equity, debt instruments (such as convertible loans), and other investments (such as Simple Agreements for Future Equity), either directly through the applicable issuer or an associated crowdfunding vehicle. Portfolio investments are generally offered through third-party and affiliated crowdfunding portals and platforms and generally rely on exemptions from registration pursuant to Regulation D, Regulation CF, and Regulation A. We then implement the portfolio on an initial and ongoing basis by purchasing and selling portfolio investments in your account through third-party and affiliated crowdfunding portals and platforms and by purchasing securities directly from issuers. We interact with you predominantly through a software application that is available through the interactive mobile application and/or website; our advisory services are delivered solely through such interactive mobile application and/or website. We recommend securities in accordance with your investment needs, as identified to us during onboarding, and if/when your needs change (by you informing us of a change). We have discretionary authority to manage assets on your behalf. Such discretionary trading authority permits us to buy and sell securities without your prior approval and consent. In certain cases, we recommend investments in portfolio companies through proprietary crowdfunding vehicles. We do not impose requirements to open or maintain an account (e.g., minimum account size or investment amount).

For additional information, please see Item 4 of our Disclosure Brochure, available at https://adviserinfo.sec.gov.

Fundify's advisory fee is determined based on the “portfolio fee value” of your portfolio, which is the lower of either: (a) the “cost basis” of your portfolio (that is, the original cost of current portfolio assets); or (b) the “current market value” of your portfolio (that is, the market value of the current portfolio assets). The value of cash is included in these calculations. The method used for calculating the initial fee is determined based on the amount of your initial deposit. If you have a portfolio fee value of less than $2,500 as of the subscription date (as defined below) you will pay a monthly subscription fee that varies in accordance with the following fee schedule:

Subscription fees are assessed and charged monthly, in advance, on the “fee date,” which, for a given month, is the monthly anniversary of the date the client having already connected their bank account, then also having confirmed their monthly investment amount, the “subscription date.” In the event you terminate our services, the subscription fee is not refunded for the current month. Clients with a total portfolio fee value greater than or equal to $2,500 on the fee date pay an asset-based fee. The annual asset-based fee is two percent (2%) of current assets being managed by us. The asset-based fee is charged monthly, in advance, on the fee date, based on the portfolio fee value of current assets being managed by us. The monthly asset-based fee is 2% (annual) divided by 12 (months) multiplied by the total cost basis. In the event you terminate our services, the asset-based fee is not refunded for the current month.

We have an incentive to recommend additional investments to increase the amount of fees we earn under the asset-based fee arrangement described above. In addition, you will incur certain charges and fees payable to third parties. These include, but are not limited to securities transaction fees, third-party portal fees, account setup and maintenance fees, and termination fees. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

For   additional   information,   please   see   Item 5   of   our   Disclosure   Brochure,   available   at   https://adviserinfo.sec.gov.

Ask your financial professional: Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here is an example to help you understand what this means:

We buy and sell certain investments through our affiliate, Fundify Portal, LLC, a FINRA and SEC-registered funding portal. Fundify Portal will likely receive financial compensation as a result of us investing our clients in opportunities on Fundify Portal. Specifically, Fundify Portal may receive compensation in the form of cash and/or equity for our clients' transactions. This presents a conflict of interest because we have an incentive to engage in additional transactions through the Fundify Portal and to recommend particular investments that offer Fundify Portal such compensation. We have policies and procedures in place to ensure that our recommendations are in client's best interest, notwithstanding this incentive. For additional information, please see Item 10 of our Disclosure Brochure, available at https://adviserinfo.sec.gov.

Ask your financial professional: How might your conflicts of interest affect me, and how will you address them?

How do your financial professionals make money?

Our financial professionals are compensated through salaries, discretionary bonuses, and/or equity in our company. This gives them an incentive to maximize the revenue of the company. No compensation is based on the performance or selection of specific securities.

No, visit https://www.investor.gov/CRS for a free and simple search tool to research you and your financial professionals.

Ask your financial professional: As a financial professional, do you have any disciplinary history? For what type of conduct?

For   additional   information   about   our   services,   please   refer   to   our   Disclosure   Brochure,   available   at   https://adviserinfo.sec.gov. If you would like additional, up-to-date information or a copy of this disclosure, please call 510-936-3747.

Ask your financial professional: Who is my primary contact person? Is he or she a representative investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?