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 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 adviserinfo.sec.gov.

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Ask your financial professional:

* Given my financial situation, should I choose a brokerage service or investment advisory service? Why or why not?

* How will you choose investments to recommend to me?

* What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?

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What fees will I pay?

Fundify's advisory fee is 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 not included in these calculations. The fee is equal to two percent (2%) of your portfolio fee value and is calculated and charged monthly, in arrears. In the event you withdraw funds or assets from your portfolio or terminate our services, the fee is still due. We have an incentive to recommend additional investments to increase the amount of fees we earn under the asset-based fee arrangement described above. Because we also earn interest on cash held in accounts awaiting investment, we have an incentive to maintain assets in cash (and to avoid or delay deploying cash toward investments). 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 adviserinfo.sec.gov.

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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 are examples to help you understand what this means:

* We buy certain investments through our affiliate, Fundify Portal, LLC, an SEC-registered funding portal and member of FINRA. Fundify Portal receives financial compensation from issuers who raise capital on its platform. Specifically, Fundify Portal receives cash and/or equity from issuers in exchange for the services it provides. 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 a benefit.

* Further, as set forth above, we also earn interest on cash held in accounts awaiting investment. This presents a conflict of interest because we have an incentive to maintain assets in cash (and to avoid or delay deploying cash toward investments).

We have policies and procedures in place to ensure that our recommendations are in client's best interest, notwithstanding these incentives.

For additional information, please see Item 5 and 10 of our Disclosure Brochure, available at adviserinfo.sec.gov.

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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.

Do you or your financial professionals have legal or disciplinary history?

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

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

Additional Information

For additional information about our services, please refer to our Disclosure Brochure, available at adviserinfo.sec.gov. If you would like additional, up-to-date information or a copy of this disclosure, please contact us at legal@fundify.com.

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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?

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