Additional Services (PPM, K-1, Tax Services, Compliance)

TABLE OF CONTENTS

• Subscription Agreement / PPM
• K-1
• Admin Services

Do you provide a subscription agreement or PPM?

We do not provide any legal documents, or document templates. If you need fund/SPV formation or compliance services, we have referral partners we can share with you.

Do you generate K-1s or other tax documents for investors?

We do not provide tax or accounting documents. If you are currently using a service that you like that does generate these documents, please feel free to let us know and we can explore the potential for integration via API. 

Do you provide fund admin, accounting or tax services?

We do not provide any fund admin, accounting, or tax services directly.  After the raise, you can continue using the WB platform as an investment management platform to interact with investors. 

The back-office functions, such as issuing dividends, payments, accounting, or tax document generation, will be handled by your fund admin.  We have an interface for your admin to distribute documents/info through the platform. 

For better efficiency, we can custom integrate with your fund admin via an API upon request.

NOTE: Additional fees for custom development projects will be applied.

***It is in our product roadmap to integrate with a service partner to provide fund admin services via WB platform. If you have any provider you want us to consider, please let us know.