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We knew we could fix this problem, and build a platform to help them better understand markets, individual companies, and to share and collaborate on research and DD.Our company was formed to respond to this problem with a simple mission - empowering individual investors.To solve this problem, we've built The Terminal. The Terminal combines high-end, professional-quality data and custom data visualizations that are fully integrated into a community platform built to create, collaborate on and share financial research. Throughout the platform are educational resources to help our users level-up their knowledge of markets, investing, financial literacy and other important topics.We have developed relationships and signed commercial contracts with some of the top Data providers in the industry, several of which have not made their content available to individual investors at this kind of price point in the past. We have brought into the company proprietary metrics that we've developed in the past, and partnered with firms with their own unique proprietary offerings. We have redundant sources of data to ensure that what we are showing our users is accurate and clean. And we are building an analytics platform that will allow users to run their own custom analytics to power their own financial analysis and reports.At Urvin Finance we take education seriously. Education is not just a bunch of content thrown on a website for SEO purposes. Two of our founders, Alex and Dave, come from families of educators, and this is a core part of our company's mission. Educated investors make better choices, and better choices lead to long-term wealth creation. With our relationships in the industry, we've partnered with experts and content creators, and have begun developing a unique blend of content to meet people where they learn best - whether that's through deep dive articles, topical videos or even with music or memes. We've partnered with an educational agency to develop a thoughtful approach to education, defining learner personas, learning pathways, assessment mechanisms and content strategy.Community is the tie that binds - it's the thread interwoven throughout our platform, and the foundation of everything that we're building. In our community, researchers and publishers can integrate any chart or data visualization that they've built. They can create research that is dynamic and updates overtime with new data. Communities can collaborate on research, and share it amongst themselves before making it public. Communities can be gated to users who hold shares verified by connectivity to their broker or based on whether they hold a particular NFT. All community functionality can be web3-powered as well, from issuing community NFTs to using NFTs as gating mechanisms.In our first attempt at building out what we call \"Mintable Moments\" we created a community-generated NFT with various pictures and stories submitted by our community.Urvin Finance is a mission-driven organization dedicated to empowering individual investors. This includes helping individual investors represent and advocate for themselves on critical market structure reforms. We founded and have led We The Investors, a grassroots advocacy campaign for market structure reform, and our first letter to the SEC was signed by 71,574 individual investors. We issued NFTs to them, with over 13k NFTs claimed. We also issued NFTs to the investors in our pre-seed round, which will entitle them to a badge on the platform.Our pre-seed round created the foundation for a successful company - sharing equity in the company with our community, and raising $1.25M from over 1,350 individuals. Our community of supporters is passionate and staked in our success, and we're proud to be on this journey with them.We believe that The Terminal is differentiated significantly from other competitors. Some have high-quality data, but at price points that aren't accessible to individual investors. Others have platforms that are too complicated and unapproachable. Several are trying to integrate social features, but are doing so in a way that makes those features one-way (just share something to your social channels) rather than interactive, or are struggling to gain traction because they don't have an existing community of support. The Terminal will have the highest quality data available to individual investors, with community collaboration and integrated education throughout the platform.We released the first version of our alpha product in late May and the most recent version on June 29. We expect to open the platform to our beta waitlist (current just under 10k) in early August, and to fully launch our platform to the public in the fall.There are several ways that The Terminal will be a sustainable, profitable business. First will be through subscription revenue - somewhere between $10 - $30 / user / month. There are also other opportunities, such as B2B relationships with higher education institutions and tailored, customized enterprise experiences. Finally, our community platform for sharing research will ultimately be developed into a creator economy in which excellent research can be surfaced, and monetized by the producers of that research.We plan to use this round's funds to primarily scale our development and data science teams in order to integrate more datasets, add features to the platform, develop custom analytics and an interface for users to create their own analytics. We also have to continue to pay significant data costs for the high-end data we are providing.*6% will go to the Wefunder intermediary fee.*Raising $3,736,275.16 under RegCFThank you for reading through our deck. We hope you'll join us on this adventure! 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a $100 investment provide an ownership stake or just an \"Investor\" badge? thanks","answer":"Yes, you will still be investing via the SAFE note, it's not just the badge."},{"question":"How exactly will The Terminal relate to Urvin AI? Will it be a wholly-owned subsidiary or business unit? Will it be a separate, autonomous business entity? Is Dave going to be the CEO of both companies?","answer":"The Terminal is a separate, autonomous business entity. I am only CEO of Urvin Finance. The only relationship is that Urvin AI owns 5% of Urvin Finance in exchange for the IP that was transferred over."},{"question":"If we have a limited budget at this time, but commit to investing some amount of funds, will we have another chance to invest further funds in the future?","answer":"Hi Adam! There are a lot of limitations on what we're able to talk about now, especially with respect to forecasting things of that nature. You can see from the investor presentation that community and collaboration are in every aspect of our goals, mission, and company DNA."},{"question":"Hi Dave, I started my career at Goldman Sachs and am an active fintech angel investor. I am a big fan of leveling the playing field and think the market is long overdue for your solution! I keep track of all my angel investments on www.TWO12.co (I'm the CEO). It's a cap table ...","answer":"Hi Dustin! Sorry - I didn't see this question until now. I'd love to talk about this with you, can you email us at investors@urvin.finance?"},{"question":"What is the value add you are providing for the charge to someone who already gets valuable market analysis free from their brokers like the Fidelity, Vanguard, Charls etc.","answer":"My apologies - I didn't see this question until today. From what we have seen, the quality of that data is very low. It has led to a lot of misunderstandings on Reddit when analysts examine the data. We want to provide professional-quality data and data visualization tools. We also plan on building a collaboration platform for communities to research and collaborate on developing investment ideas together."}],"recent_posts":[{"id":173160,"entity_id":"wefunder:feed_item:173160","title":"It's Time to Launch!","preview":"It's finally happening! Urvin is opening up to everyone and rolling out Verified Shareholder Communities. Thank you to everyone who has supported us up until now - we wouldn't be here without you. I hope you can join our launch party tomorrow at noon ET. We'll also be giving away some sweet swag if you join the party and comment/post on the site tomorrow!","published_at":"2024-04-30T20:22:42Z","canonical_url":"https://wefunder.com/feed/173160"},{"id":159046,"entity_id":"wefunder:feed_item:159046","title":"Under 2 days remaining to Invest!","preview":"Hey everyone,Just a quick heads up - the campaign is ending tomorrow night. If you're still on the fence, don't miss the opportunity! This will likely be the last chance to invest at this valuation. The momentum has really picked up this week as we go into a strong close.Let me know if you have any last minute questions and stay tuned!Dave","published_at":"2022-10-27T16:41:40Z","canonical_url":"https://wefunder.com/feed/159046"},{"id":158925,"entity_id":"wefunder:feed_item:158925","title":"Last Week to Invest \u0026amp; The Terminal Webinar!","preview":"Are you ready? Things are about to get wild!We're moving into the final stretch of this funding round and we're expecting a wild ride over the next week. Stay tuned for more information as we announce a few exciting live events.If you're considering investing, now is the time to take action - If you're on the fence, let us know what questions you need answered and we'll get back you ASAP.Recently we sat down for an interview and presentation with Travis Brodeen and we go in deep on what Urvin...","published_at":"2022-10-21T17:58:24Z","canonical_url":"https://wefunder.com/feed/158925"},{"id":157109,"entity_id":"wefunder:feed_item:157109","title":"Urvin Finance - Quick Video Update","preview":"Hello Everyone!Quick update - Thank you for being part of this amazing campaign. You're all so positive and inspiring and keeps us rockin'!We're close to surpassing the $350k mark, on pace with our previous round.We had a great session the previous week with the Senate Banking committee - Gary Gensler, an amazing experience and we look forward to more conversations. Almost 6,000 people tuned in across the Twitter Spaces for this event!You can check the sessions out here if you missed them:htt...","published_at":"2022-09-20T15:32:25Z","canonical_url":"https://wefunder.com/feed/157109"},{"id":156921,"entity_id":"wefunder:feed_item:156921","title":"Webinar: Product Demo, Preview and AMA","preview":"Today Dave (CEO) and Sly (Head of Design) provided an update to existing and potential investors with a review of the past year, a demo of the current alpha release of The Terminal, a tour through our designs and wireframes of future functionality, and an opportunity to ask us any questions. Please take a watch, or feel free to skip ahead:First part of video: overview of first year of Urvin Finance10:34: Start of Alpha demo17:45: Tour through designs and wireframes of future functionality33:3...","published_at":"2022-07-21T19:16:09Z","canonical_url":"https://wefunder.com/feed/156921"},{"id":156848,"entity_id":"wefunder:feed_item:156848","title":"Live Q\u0026amp;A","preview":"Hi everyone,Thank you for your support! We'll be having an update and live Q\u0026A on Thursday July 21st at 9am ET. This will be via Zoom webinar. Whether you're considering an additional investment, or just have some questions about Urvin, The Terminal or any of our different initiatives, join us! We'll also show some designs for some of the new things we're building.Thanks!","published_at":"2022-07-18T17:35:41Z","canonical_url":"https://wefunder.com/feed/156848"},{"id":156390,"entity_id":"wefunder:feed_item:156390","title":"Urvin Finance's First Anniversary","preview":"Hi Everyone!Today is Urvin Finance’s 1 year anniversary! What a year!First, Zak, Alex and I - and the entire Urvin Finance team - would like to simply thank you, and thank everyone who has supported us in this journey, regardless of what form that support has taken. Your supportive and positive messages, your signature on a sign-on letter, your investment in our company, your open and constructive feedback - all of this has made us better as an organization. We wouldn’t be here without every ...","published_at":"2022-06-28T14:24:29Z","canonical_url":"https://wefunder.com/feed/156390"},{"id":149334,"entity_id":"wefunder:feed_item:149334","title":"Time to Finalize and AMA Next Week","preview":"Happy Friday everyone!If you have not already done so, please make sure to double-check that your investment has been finalized and the cash transferred to Wefunder. This is an urgent request - if you have only pledged funds, but not initiated the transfer, you are at risk of not participating in this funding round. One quick way to tell - if you go to our pitch page, and see the \"Details\" tab as an option, you have completed your investment. If you don't see that, you only have a reservation...","published_at":"2021-10-15T12:59:49Z","canonical_url":"https://wefunder.com/feed/149334"},{"id":149096,"entity_id":"wefunder:feed_item:149096","title":"AMA Today at 12:30pm ET!","preview":"The Terminal Team is going to begin hosting a\u0026nbsp;weekly AMA hour\u0026nbsp;where Dave, Zak, Alex and others from the growing team will be available to talk about our plans and progress in building The Terminal, as well as make ourselves available generally for your questions.So whether you have a question on market structure, want to focus on The Terminal, or just want to get a good conversation going - we're here for it.Put your questions together, and drop them in the\u0026nbsp;comments section of ...","published_at":"2021-09-29T12:28:02Z","canonical_url":"https://wefunder.com/feed/149096"},{"id":148792,"entity_id":"wefunder:feed_item:148792","title":"Let's Go! 🚀","preview":"Thank you everyone for your patience and support. We're ready to go!We've spent the last month fulfilling compliance and legal requirements for the crowdfunding campaign, including an audit and other legal docs. We filed our Form C last week and have officially kicked off our campaign. Your support has meant so much to us as we get this incredible journey underway.\u0026nbsp;To begin with, if you've pledged an investment, please confirm your commitment with WeFunder\u0026nbsp;here, ASAP. 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