{"data":{"type":"company_profile","id":90773,"entity_id":"wefunder:company:90773","attributes":{"canonical_url":"https://wefunder.com/urvinfinance","generated_at":"2026-06-09T22:46:06Z","updated_at":"2026-06-09T05:00:30Z","entity_ids":{"company":"wefunder:company:90773","slug":"wefunder:company_slug:urvinfinance"},"profile_visibility":{"owner_published":true,"public_search_results":true,"site_search_listed":true,"privacy_mode":"promote","invite_only":false},"provenance":{"source":"wefunder_public_company_profile","as_of":"2026-06-09T22:46:06Z","claims":{"total_amount_raised":{"source":"FrontCompanySummary#amount_raised","last_verified_at":"2026-06-09T05:00:30Z","as_of":"2026-06-09T22:46:06Z","confidence":"high"},"total_investors":{"source":"FrontCompanySummary#number_of_investors","last_verified_at":"2026-06-09T05:00:30Z","as_of":"2026-06-09T22:46:06Z","confidence":"high"},"active_raise_states":{"source":"Fundraise.visible(nil, nil)","last_verified_at":"2025-02-06T01:17:55Z","as_of":"2026-06-09T22:46:06Z","confidence":"high"},"latest_fundraise_state":{"source":"Fundraise.visible(nil, nil).order(funding_started_at)","last_verified_at":"2025-02-06T01:17:55Z","as_of":"2026-06-09T22:46:06Z","confidence":"medium"}}},"company":{"id":90773,"entity_id":"wefunder:company:90773","slug":"urvinfinance","name":"Urvin.Finance","tagline":"The only finance-focused social platform w/ professional quality data and tools.","elevator_pitch":"The Terminal will be the only finance-focused social platform with professional quality data and tools, enabling collaborative research, globally.","story":"Urvin Finance is on a mission to empower individual investors by democratizing access to professional-quality data and tools.Our team has deep and unique experience in the space. Our CEO -Dave- and CTO -Zak- have been building high-performance software and quantitative analysis platforms in finance for decades - they know what the pros are used to, and know how to build software. Our COO -Alex- is an award-winning startup founder with deep experience in community building and strategic operations. Our product and design team has designed and built consumer-facing applications, and our development team has already shipped the alpha version of our platform to our pre-seed investors.Our founding team engaged with individual investors on social media as those investors became passionate about markets and individual companies. We saw first-hand that these investors lacked access to the same quality of data and tools we were used to as professionals. 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! Please let us know if you have any questions.","location":"Washington, DC","website":"https://urvin.finance","total_amount_raised":1464664,"total_investors":2078,"is_funded":true,"is_active":true,"quality_score":5,"related_urls":["https://wefunder.com/urvinfinance","https://urvin.finance"]},"media":{"share_image_url":"https://uploads.wefunder.com/uploads/company/header_media_photo/90773/xxl_cropped_mockups_1_promo_COVER__1_.jpg","logo_url":"https://uploads.wefunder.com/uploads/company/logo/90773/large_cropped_LetterIconDarkBG_-_secondary_logo_for_branding.png","header_media_url":"https://uploads.wefunder.com/uploads/company/header_media_photo/90773/standard_cropped_mockups_1_promo_COVER__1_.jpg","cover_photo_url":"https://uploads.wefunder.com/uploads/company/header_media_photo/90773/standard_cropped_mockups_1_promo_COVER__1_.jpg","profile_video_url":"https://wefunder.wistia.com/medias/u5m41lh9r4"},"links":{"company_url":"https://urvin.finance","twitter_url":"http://twitter.com/UrvinTerminal","blog_url":"https://www.reddit.com/r/UrvinFinance/"},"highlights":[],"quick_facts":[{"index":1,"claim_id":"claim-fact-1","value":"Retail investors want community collaboration and a platform designed to facilitate it."},{"index":2,"claim_id":"claim-fact-2","value":"Retail investors need access to professional quality data and tools to level the playing field for all investors."},{"index":3,"claim_id":"claim-fact-3","value":"There is huge global demand for data, tools and analysis across all regions and asset classes."},{"index":4,"claim_id":"claim-fact-4","value":"Financial literacy and education is in high demand with few high-quality sources available for information."},{"index":5,"claim_id":"claim-fact-5","value":"Our community is large and passionate, and will provide a unique foundation for our platform."}],"team":[{"id":1812044,"entity_id":"wefunder:company_role:1812044","user_entity_id":"wefunder:user:1463608","role":"founder","name":"Dave Lauer","title":"CEO","bio":"Co-Founder of We The Investors, sits on FINRA Market Reg Committee. 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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","author_name":"Dave Lauer","url":"/feed/173160","canonical_url":"https://wefunder.com/feed/173160"},{"id":159046,"entity_id":"wefunder:feed_item:159046","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/159046","canonical_url":"https://wefunder.com/feed/159046"},{"id":158925,"entity_id":"wefunder:feed_item:158925","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/158925","canonical_url":"https://wefunder.com/feed/158925"},{"id":157109,"entity_id":"wefunder:feed_item:157109","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/157109","canonical_url":"https://wefunder.com/feed/157109"},{"id":156921,"entity_id":"wefunder:feed_item:156921","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/156921","canonical_url":"https://wefunder.com/feed/156921"},{"id":156848,"entity_id":"wefunder:feed_item:156848","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/156848","canonical_url":"https://wefunder.com/feed/156848"},{"id":156390,"entity_id":"wefunder:feed_item:156390","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/156390","canonical_url":"https://wefunder.com/feed/156390"},{"id":149334,"entity_id":"wefunder:feed_item:149334","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/149334","canonical_url":"https://wefunder.com/feed/149334"},{"id":149096,"entity_id":"wefunder:feed_item:149096","type":"FeedItem::Update","visibility":"public","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","author_name":"Dave Lauer","url":"/feed/149096","canonical_url":"https://wefunder.com/feed/149096"},{"id":148792,"entity_id":"wefunder:feed_item:148792","type":"FeedItem::Update","visibility":"public","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. We want to sta...","published_at":"2021-09-21T17:30:08Z","author_name":"Dave Lauer","url":"/feed/148792","canonical_url":"https://wefunder.com/feed/148792"}],"q_and_a":[{"id":159568,"entity_id":"wefunder:comment:159568","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?","author_name":"Jeff Richardson","votes":9,"created_at":"2021-07-23T06:54:57Z","canonical_url":"https://wefunder.com/urvinfinance#question-159568","answers":[{"id":211200,"entity_id":"wefunder:comment:211200","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.","author_name":"Dave Lauer","votes":1,"created_at":"2022-07-11T14:37:26Z"}]},{"id":159363,"entity_id":"wefunder:comment:159363","question":"Does a $100 investment provide an ownership stake or just an \"Investor\" badge? thanks","author_name":"Ron Woodman","votes":7,"created_at":"2021-07-22T13:26:55Z","canonical_url":"https://wefunder.com/urvinfinance#question-159363","answers":[{"id":159366,"entity_id":"wefunder:comment:159366","answer":"Yes, you will still be investing via the SAFE note, it's not just the badge.","author_name":"Dave Lauer","votes":8,"created_at":"2021-07-22T13:49:46Z"}]},{"id":177658,"entity_id":"wefunder:comment:177658","question":"Why should I place capital at risk in this project when (as far as I can tell) none of its founders have?","author_name":"Jake Smith","votes":6,"created_at":"2021-11-05T03:41:06Z","canonical_url":"https://wefunder.com/urvinfinance#question-177658","answers":[{"id":184882,"entity_id":"wefunder:comment:184882","answer":"Hi Jake - your decision to invest is entirely your own. Our structure and cap table is very standard for a startup at our stage. I would argue that as founders, we are dedicating our lives and careers for many years into the future into this venture, and that is a material and substantial investment. I'd hope that our investors would agree and feel similarly.","author_name":"Dave Lauer","votes":2,"created_at":"2021-12-23T19:17:51Z"}]},{"id":163176,"entity_id":"wefunder:comment:163176","question":"How are you gaining a competitive advantage over other firms like \"atom.finance\" that provide a very similar terminal style app and has the fremium model where you pay to gain more insight into research and tools for scrubbing financials at a higher volume? It would seem that they are one of your biggest direct competitors in this untapped space and already have a head start with their platform launch. Also, how are you handling real time pricing feeds with vendors and passing the benefit on to the subscribers? Is this behind your paywall and managed by you or can individuals subscribe ad-hoc? What about options and other non US market pricing if applicable? I feel this would make for a very advantageous product offering if you are able to open the door to these areas or is that out of scope of your product in general?","author_name":"Luke Mazey","votes":6,"created_at":"2021-08-12T13:08:33Z","canonical_url":"https://wefunder.com/urvinfinance#question-163176","answers":[{"id":169902,"entity_id":"wefunder:comment:169902","answer":"Market data and data visualization is one part of our product, but not the entire product. Community collaboration, education and advocacy will also form the core of our offering. Our intention is to provide access to global data sets as well. Atom looks like they have good data, and so will we, but our intention is to provide far more than just data. We also intend on providing everything we can for free, and only charging for what we have to charge for. We hope to provide a lot of free resources, in addition to the paid functionality.","author_name":"Dave Lauer","votes":4,"created_at":"2021-09-17T20:26:52Z"}]},{"id":171291,"entity_id":"wefunder:comment:171291","question":"Dear Dave, Could you clarify as to the legal entity we are going to invest in, using the SAFE. The main title says \"Invest in urvin.finance\", then the entire peach discusses \"Terminal\". You mentioned earlier that \"Urvin AI\" was granted/will be granted 20% of Terminal in exchange for lending/selling/licensing the IP. It will be very difficult for me to make an investment decision while the entities and their relations are not well-explained. Few questions with respect to current uncertainty: (1) urvin.finance / AI(?) has only 20% in Terminal, therefor the valuation of Terminal should be $75M (for a product under development?) (2) What are the EXIT scenario you foresee? IPO for Terminal? for urvin.finance? M\u0026amp;A of one/both of them? (3) Who owns the rest of 80% of Terminal (4) Does urvin.finance has IP/Technology other than this (Terminal) that could be serve in other products or the current valuation represent the Terminal only. Thanks.","author_name":"David Friedman","votes":4,"created_at":"2021-09-26T14:15:54Z","canonical_url":"https://wefunder.com/urvinfinance#question-171291","answers":[{"id":171398,"entity_id":"wefunder:comment:171398","answer":"Hi David, Yes, the legal entity is Urvin Finance, Inc. That is the company that will be producing the product that we call The Terminal. To answer your questions: 1) The valuation cap on the SAFE is $15M, which is for the entire company, not just the stake that investors will be receiving upon conversion. We base that on the substantial IP that we're bringing into this, and the size of the community that already supports our efforts. 2) In terms of an exit, I'm mainly focused on building a successful, sustainable/profitable company with a service that our community loves. Once we do that, I imagine we will have many options in terms of realizing liquidity for investors and founders. I think it's pretty early to think about at the moment, but to clarify there's only one entity here that would be involved in such an exit - Urvin Finance, Inc. - which is what you'd be invested in. 3) The rest of the 80% is owned by the founding team, with some set aside for early employees, advisors and another C-level partner. The cap table has been uploaded within the Wefunder system. 4) We currently use the IP for other services related to financial services, primarily for running analytics on large data sets, measuring metrics around Transaction Cost Analysis and some pattern recognition algorithms for market manipulation such as layering and spoofing. We plan on using all of that IP for The Terminal. I hope this is helpful, please let me know if you have any other questions. Thanks, Dave","author_name":"Dave Lauer","votes":5,"created_at":"2021-09-27T16:16:02Z"}]},{"id":162332,"entity_id":"wefunder:comment:162332","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.","author_name":"Durganand Thatavarthy","votes":4,"created_at":"2021-08-07T21:11:24Z","canonical_url":"https://wefunder.com/urvinfinance#question-162332","answers":[{"id":169901,"entity_id":"wefunder:comment:169901","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.","author_name":"Dave Lauer","votes":3,"created_at":"2021-09-17T20:24:44Z"}]},{"id":159923,"entity_id":"wefunder:comment:159923","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?","author_name":"Adam Zamaryka","votes":4,"created_at":"2021-07-26T14:02:51Z","canonical_url":"https://wefunder.com/urvinfinance#question-159923","answers":[{"id":160776,"entity_id":"wefunder:comment:160776","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.","author_name":"Zachary David","votes":0,"created_at":"2021-07-31T21:55:11Z"}]},{"id":214901,"entity_id":"wefunder:comment:214901","question":"Dave, first of all thanks for your longterm presence and fully aligned for growth. What does 1000$ Invested in Urvin mean for me? Will you have indicators like trading view?","author_name":"Ben Stein","votes":3,"created_at":"2022-08-10T18:57:49Z","canonical_url":"https://wefunder.com/urvinfinance#question-214901","answers":[{"id":214907,"entity_id":"wefunder:comment:214907","answer":"Hey Ben! I appreciate your support. Investing $1,000 will first buy you shares in Urvin Finance. Second, you get some perks, like an investor badge on the platform, 5 3-month memberships to share with friends/family, and a sweet t-shirt. In terms of the application - yes, we will have all the standard metrics and indicators, advanced charting, and a wealth of fundamental data that I haven't seen available anywhere else for retail. For a better idea, you can watch this video for a demo of what we have now, a preview of some of the functionality we're building, and a discussion of the vision for the product: https://vimeo.com/732124280","author_name":"Dave Lauer","votes":0,"created_at":"2022-08-10T21:07:36Z"}]},{"id":171247,"entity_id":"wefunder:comment:171247","question":"Will this platform be able to provide historical data on the price of options that can be exported to a CSV or equivalent? If so, how detailed can that data be, could someone access a log of the price for every transaction of an option for a given company, strike price, and expiration, for example?","author_name":"John Turner","votes":3,"created_at":"2021-09-26T05:56:02Z","canonical_url":"https://wefunder.com/urvinfinance#question-171247","answers":[{"id":171249,"entity_id":"wefunder:comment:171249","answer":"Hi John, Thank you for the questions. The highly granular options data is indeed on our data rollout plan, but it's tentatively scheduled closer to the end of year one and likely won't be available at launch. The options data set is bigger than all of our other current data sets combined, so there's a lot of math to work out with our providers. Further, in order to achieve the prices we're targeting, all of the data has to be accessed from within the terminal and can't be pulled offline in CSVs. This is why we're working hard to offer a variety of ways of viewing, plotting, and transforming the data — and eventually we'll add some more customizable options for people to write their own analysis scripts. When buying highly granular options data in a CSV-like format, it's typically packaged in month chunks covering all symbols which runs $5k-12k per month. Sometimes you can get smaller blocks of symbol-months for less. One possibility we're exploring with our providers is to enable people to purchase a single symbol in a narrower time frame from within the platform that they can then download offline.","author_name":"Zachary David","votes":3,"created_at":"2021-09-26T06:33:05Z"}]},{"id":184032,"entity_id":"wefunder:comment:184032","question":"Do the amounts of the 2.5m goal and the raised 1.4m include the non WeFunder direct investors? If no, can you disclose if you have significant investors besides the crowdfunding on WeFunder?","author_name":"C C","votes":2,"created_at":"2021-12-16T23:28:21Z","canonical_url":"https://wefunder.com/urvinfinance#question-184032","answers":[{"id":184883,"entity_id":"wefunder:comment:184883","answer":"No, this does not include non-Wefunder direct investments. At the current time, we do not have any investors that have invested more than 10% of the $2.5m goal or 10% of what we have raised. If that were to change for this round, we would disclose it to our current investor base. We are thoughtful about who we accept investment from, and are dedicated to ensuring that they are aligned with our mission.","author_name":"Dave Lauer","votes":2,"created_at":"2021-12-23T19:20:35Z"}]},{"id":243908,"entity_id":"wefunder:comment:243908","question":"What is the current state of Urvin Finance? There was a rush to get our investment, but I have heard very little from the team and \"The Terminal\" is no where near finished. Maybe I am missing something, but what exactly were we investing into if there is no useful service or product? Maybe I am being impatient? EDIT: I was responded to and all is well. I feel comfortable at this time with where Urvin.Finance is and where it is going. I hope we see some updates and fully working platform soon, but I understand that the markets are a very expensive and hostile environment towards anyone attempting to make it fair for everyone.","author_name":"Victor Chaidez","votes":1,"created_at":"2023-04-20T21:20:27Z","canonical_url":"https://wefunder.com/urvinfinance#question-243908","answers":[]},{"id":212424,"entity_id":"wefunder:comment:212424","question":"It's my understanding that to keep costs low, we won't be able to download and work with any of the data. Since that's the case, has Urvin considered including a data validation tool in their offering? There are a number of \"retail\" datasets that I would love to test against a \"reference.\" Specifically, timeseries / volume data, company financial statements, and historical implied volatility datasets. It's not something I see being done a lot but would hopefully be possible without interfering with any of the licensing restrictions. Just seeing that X time series dataset is consistently lacking volume compared to the Reference or whether the financial statements offered by newer startups are being parsed correctly as well as adjusted for proper accounting standards, would be immensely helpful (and not something most retail traders are capable of doing for themselves).","author_name":"Nicholas Mann","votes":1,"created_at":"2022-07-23T19:41:52Z","canonical_url":"https://wefunder.com/urvinfinance#question-212424","answers":[{"id":212547,"entity_id":"wefunder:comment:212547","answer":"Hi Nicholas! Thank you for the great question; it covers a few areas we've made some progress in as well as items on the roadmap. The first is that we've negotiated with some vendors to allow downloading of certain data sets and we're going to try to make sure that the Urvin community can obtain as much as our licenses will allow. On top of that, we've been building data redundancies into the platform for many of the major sets so that what we provide has validation or explanations for differences in methodologies. A couple of planned features are also relevant to your goals: in the nearer term, we're going to enable users to upload/link their own or external data sets so that they can operate on them with the regular platform tools; and in the longer term, we're looking at ways of providing in-cloud compute for more custom analyses on all data, including sets that cannot be downloaded. The charts, tables, and analysis results from all of the above will be able to be shared with other community members.","author_name":"Zachary David","votes":1,"created_at":"2022-07-24T19:15:30Z"}]},{"id":160112,"entity_id":"wefunder:comment:160112","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 management solution for crowdfunding companies. Would you be willing to use TWO12 if I invest? Here's a podcast I did with Wefunder: https://podcasts.apple.com/us/podcast/table-stakes-with-dustin-byington/id1468541404?i=1000522066673","author_name":"Dustin Byington","votes":1,"created_at":"2021-07-27T20:23:03Z","canonical_url":"https://wefunder.com/urvinfinance#question-160112","answers":[{"id":169900,"entity_id":"wefunder:comment:169900","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?","author_name":"Dave Lauer","votes":1,"created_at":"2021-09-17T20:23:10Z"}]},{"id":329903,"entity_id":"wefunder:comment:329903","question":"I own https://crowdsource.capital. Interested?","author_name":"Jesse Thompson","votes":0,"created_at":"2026-04-03T01:02:21Z","canonical_url":"https://wefunder.com/urvinfinance#question-329903","answers":[]},{"id":297369,"entity_id":"wefunder:comment:297369","question":"Hi Dave/Team, Following up on my question from May 22, regarding the SAFE note converting to equity. I asked because at the time my investment had not converted to equity and after your response I reached out to Wefunder support. At this time my SAFE note has still not been converted to equity and the last response I received from Wefunder yesterday stated \"We are currently in communication with the Urvin Finance team over an issue with the amount of shares we received.\" Can you shed any light on the situation for me? That was a bit of a concerning response to get about my investment. Thank you.","author_name":"Brian Woodward","votes":0,"created_at":"2024-12-04T03:47:04Z","canonical_url":"https://wefunder.com/urvinfinance#question-297369","answers":[{"id":297379,"entity_id":"wefunder:comment:297379","answer":"Hi Brian - Thanks for the question. Your investment did indeed convert which is reflected in Carta's - Urvin's transfer agent's - records and documentation. WeFunder failed to accept the certificates via email confirmation from Carta - hence them being out of the loop - but I shared this morning with them the stock certificates and documents (that they would have had access to if they had accepted the Certs from Carta prior). Their inactivity however does not compromise the fact that your SAFE investment did indeed convert as follows: WeFunder SAFE $$ Raised = $901,653 Price per share at conversion = $1.0477 (USD) Total Shares in Wefunder SPV as a result of conversion = 866,327 I hope this helps, and I hope WeFunder is able to clear up any confusion on their end, but rest assured - the SAFE debt was converted and the shares are there. best - and thanks again for reaching out.","author_name":"Alexander Cohen","votes":0,"created_at":"2024-12-04T11:15:21Z"}]},{"id":283994,"entity_id":"wefunder:comment:283994","question":"Now that Urvin has launched what's next? Specifically from an investor standpoint in terms of expectations will there be any movement to the SAFE note being converted to equity?","author_name":"Brian Woodward","votes":0,"created_at":"2024-05-22T01:40:53Z","canonical_url":"https://wefunder.com/urvinfinance#question-283994","answers":[{"id":284023,"entity_id":"wefunder:comment:284023","answer":"Hi Brian - the SAFE has converted as per the previous priced round. We are continuing to build the business and start to generate revenue. Hopefully you can join our next investor town hall!","author_name":"Dave Lauer","votes":0,"created_at":"2024-05-22T19:35:46Z"}]},{"id":255424,"entity_id":"wefunder:comment:255424","question":"Hey Urvin Team, still trying to get my account verification figured out (all I need is for an active link to be resent to my email address). I contacted tech support about it approximately a month ago and then again last week. Would love some help so that I can get on to Urvin and see the product. Keep up the great work team!","author_name":"Patrick Herb","votes":0,"created_at":"2023-07-24T14:40:38Z","canonical_url":"https://wefunder.com/urvinfinance#question-255424","answers":[{"id":255426,"entity_id":"wefunder:comment:255426","answer":"Hi Patrick. Email me at alex@urvin.finance and we'll get you in and on. Thanks!","author_name":"Alexander Cohen","votes":1,"created_at":"2023-07-24T14:53:41Z"}]},{"id":224108,"entity_id":"wefunder:comment:224108","question":"What is this?","author_name":"Aaron Armstrong","votes":0,"created_at":"2022-10-29T00:58:52Z","canonical_url":"https://wefunder.com/urvinfinance#question-224108","answers":[]},{"id":222482,"entity_id":"wefunder:comment:222482","question":"Hello Dave. Are you guys planning to provide the terminal data for other asset classes such as, but not limited to, fixed income and derivatives in the future?","author_name":"Bassam Ismail","votes":0,"created_at":"2022-10-16T02:35:14Z","canonical_url":"https://wefunder.com/urvinfinance#question-222482","answers":[{"id":222535,"entity_id":"wefunder:comment:222535","answer":"Yes, our intention is grow by offering data on other asset classes (crypto and options would be next) and other regions around the world.","author_name":"Dave Lauer","votes":0,"created_at":"2022-10-17T14:33:40Z"}]},{"id":220949,"entity_id":"wefunder:comment:220949","question":"How are the shares or equity distributed? What would be ones stake for a $1000 investment ?","author_name":"Joey Petrr","votes":0,"created_at":"2022-10-04T14:59:36Z","canonical_url":"https://wefunder.com/urvinfinance#question-220949","answers":[{"id":222534,"entity_id":"wefunder:comment:222534","answer":"Hi Joey - you'd be investing at a $12M pre-money valuation, so you're buying shares for $1.69050 per share.","author_name":"Dave Lauer","votes":0,"created_at":"2022-10-17T14:33:05Z"}]},{"id":214910,"entity_id":"wefunder:comment:214910","question":"You mention Advocacy as part of Urvin for retailer investors. Would that be an retail trader/investor association where we have lobbying advocates in DC? I feel like we are a deep underserved group and I'd pay a small membership fee (yearly/quarterly) for a team of lawyers to push for individual investor financial reform at the federal level.","author_name":"Benjamin L Blake","votes":0,"created_at":"2022-08-10T21:53:52Z","canonical_url":"https://wefunder.com/urvinfinance#question-214910","answers":[{"id":215026,"entity_id":"wefunder:comment:215026","answer":"Yes - that is exactly what we're talking about. At the moment, Urvin is funding the We The Investors effort, which has included hiring lobbyists to advocate for the interests of retail investors. We plan on expanding those efforts over time.","author_name":"Dave Lauer","votes":0,"created_at":"2022-08-11T16:57:53Z"}]},{"id":213000,"entity_id":"wefunder:comment:213000","question":"How do you expect to make profit and when do you expect to turn a profit?","author_name":"Clay Krantz","votes":0,"created_at":"2022-07-27T23:25:52Z","canonical_url":"https://wefunder.com/urvinfinance#question-213000","answers":[{"id":213043,"entity_id":"wefunder:comment:213043","answer":"Hi Clay - our subscriptions will all be profitable, although the Base (lowest level) will be at a lower margin than the higher levels. In terms of timing, it's difficult to say, but it should be at some point mid next year.","author_name":"Dave Lauer","votes":0,"created_at":"2022-07-28T11:13:55Z"}]},{"id":212003,"entity_id":"wefunder:comment:212003","question":"What do you receive for investing? Shares? Equity? How is it divided up amongst investors? How would you know what the return may be based on whatever we receive?","author_name":"John Gavinovich","votes":0,"created_at":"2022-07-18T16:32:13Z","canonical_url":"https://wefunder.com/urvinfinance#question-212003","answers":[{"id":212007,"entity_id":"wefunder:comment:212007","answer":"Hi John - this is a priced round, so you are buying shares in the company. You can find more information about what this means in this Wefunder FAQ entry, which has some links out to other explainers: https://help.wefunder.com/contracts/304787-priced-preferred-stock In terms of expected returns, it's very difficult to forecast the future. By investing now, you're betting that Urvin.Finance will be worth more than $25M in the future. Whatever the future value would be is what your investment would become, relative to the current valuation.","author_name":"Dave Lauer","votes":0,"created_at":"2022-07-18T17:01:03Z"}]},{"id":211353,"entity_id":"wefunder:comment:211353","question":"As someone with a passion for the hard to access data \u0026amp; data quality, I'd love to know which providers you're discussing here: \"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.\" Thanks for your response!","author_name":"Nicholas Mann","votes":0,"created_at":"2022-07-12T20:32:10Z","canonical_url":"https://wefunder.com/urvinfinance#question-211353","answers":[{"id":211358,"entity_id":"wefunder:comment:211358","answer":"Hey Nicholas - sure, we've actually been talking about updating the pitch to include this information. We have already executed contracts with: - NYSE and Nasdaq for real-time SIP market data - ICE for historical market data - S\u0026amp;P for full company financial data - Moodys for the top real-time news service - EDI for corporate actions and reference data to create our security master - Intrinio for all sorts of different data, such as insider holdings and SEC filings. We also use it as a backup source for data validation purposes. - Cloudquant is our data fabric provider, and they've got some unique/proprietary signals that we will offer to users. They also operate an alternative data marketplace, so we'll be able to quickly and easily integrate hundreds of different professional-quality datasets that generally only large funds have access to right now. We're also in talks with a couple other providers of different types of data, including real-time short interest and other relevant short data. But this is what we've integrated so far for our alpha and beta versions.","author_name":"Dave Lauer","votes":2,"created_at":"2022-07-12T20:51:38Z"}]},{"id":211199,"entity_id":"wefunder:comment:211199","question":"How long will this funding round be open? I'd like to invest again but a few weeks from payday.","author_name":"Daniel Campbell","votes":0,"created_at":"2022-07-11T14:34:50Z","canonical_url":"https://wefunder.com/urvinfinance#question-211199","answers":[{"id":211201,"entity_id":"wefunder:comment:211201","answer":"We will keep it open for a couple of months, unless we hit our targets sooner.","author_name":"Dave Lauer","votes":2,"created_at":"2022-07-11T14:37:51Z"}]}],"faq":[{"question":"Does 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."}]}}}