Frequently Asked Questions
General

Vested is on a mission to make the entire VC asset class accessible to investors. We provide access to VC returns that only the most elite institutions could previously access. Vested aims to create funds like nothing else on the market, with a novel combination of diversification and investment selection. We build these funds by helping employees acquire their hard-earned equity and taking a portion of shares in return.


Vested is reimagining VC investing. First, its funds are open to all accredited investors, not just elite institutions.

Second, Vested’s “index” approach to VC investing seeks to avoid the concentration risk and late stage bias common in VC investing. Further, by setting strict diligence and underwriting rules based on a machine learning analysis of the past 20 years of VC data, Vested endeavors to avoid the fat tail of startups that fail. Vested’s back-tests suggest that this may enable it to best the median returns of the VC asset class, as measured by Cambridge Associates.

Finally, by helping employees enjoy the success of their companies, Vested buys common stock, which is priced at a significant discount to the prices VCs pay. This value purchase could further help Vested best the median returns of the VC index.


Any accredited investor can invest in Vested’s funds or startup co-investment opportunities.


Investors are typically subject to management and performance fees. Specific fees vary by investment product.


Vested, Inc. is currently an exempt reporting advisor (ERA) under the SEC’s regulatory framework. Vested Securities, LLC is a wholly owned subsidiary of Vested, Inc. Vested Securities is a registered Broker-Dealer with the SEC and is a member of FINRA/SIPC.

Signing up

Signing up with Vested is easy. After confirming you are an accredited investor, you will gain provisional access to the investor portal. Once you’re fully onboarded, you will have access to all relevant investment offerings.


You can contact the Vested team in one of three ways:

  • By emailing us at investments@vested.co
  • By using the Contact Us page.
  • By using the Intercom feature on the investor portal.

We will respond in 1 business day. Our usual reply time is under 6 hours.


Vested is open to all accredited investors. Please contact us for additional details.


Vested’s offerings are currently only open to accredited investors. Vested strongly believes more people should be able to access the VC asset class and is continuously working to improve the accessibility of its products.

Investment & Reporting
  • Investments can be funded by ACH transfer, wire, SWIFT/IBAN, or a brokerage account. If you have questions or concerns, please feel free to reach out. Wire instructions specific to each investment will be issued via capital call once your investment has been accepted.
  • Example: you can fund your investment via ACH transfer or wire. However, you must have a US bank account in order to fund your investment via ACH transfer. We recommend choosing ACH when possible.
  • Example: Standard ACH transfers can be made from a member’s bank account for amounts up to $100,000 can be made through the platform’s online software. Amounts larger than $100,000 are made using a wire transfer directly to the relevant real estate company. For each investment opportunity, the relevant real estate company will have a specific account and routing number that will be provided to the member so that funds are properly received into the investment.

An investor can invest as much as they would like, subject to fund minimums. If an investor wishes to invest further, please contact Vested to coordinate a new fund creation.


Vested will send the following reports:

  • For fund investments: We provide quarterly updates and investor statements within 45 days of quarter-end (note your first quarterly report may follow the first complete calendar quarter. Should you invest via a custodian, your quarterly statement details will also be integrated into your account statement. Annual financials and tax reporting (K-1 statements) will be provided within 90 days of the end of each year.
  • For co-investment deals Vested will provide tax reporting within 120 days of the end of each fiscal year.

For fund investments K-1s will be issued within 90 days of the end of each year. For individual deals tax reporting will be sent within 120 days

Vested Inc.
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By using this website, you understand the information being presented is provided for informational and educational purposes only and agree to our Terms of Use and Privacy Policy. Vested, Inc. (together with its affiliates, “Vested”) relies on information from various sources believed to be reliable, including users and third parties, but cannot guarantee the accuracy and completeness of that information.

Nothing on this website should be construed as an offer, solicitation of an offer, or recommendation to buy, sell or hold any security. All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns.

The target returns are based on historical performance for similar investment strategies within the sector. Target gross returns do not reflect fund expenses, management fees and carried interest, which would reduce an investor's returns. Target net returns take into account these items. Due to various risks, uncertainties and changes (including changes in economic, operational, political or other circumstances) beyond the control of the Manager, the actual performance of the Fund could differ materially from the target returns set forth herein. In addition, industry experts may disagree with the assumptions used in presenting the target returns. No assurance, representation or warranty is made by any person that the target returns will be achieved, and undue reliance should not be put on them. Additional information about the assumptions used in determining the target returns and the factors that could cause actual results to differ materially from the target returns are available upon request.

Diversification does not mitigate the risk of loss.

NOTICE TO RECIPIENTS
THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This document has been prepared by VESTED and is not intended to be (and may not be relied on in any manner as) legal, tax, investment, accounting or other advice or as an offer to sell or a solicitation of an offer to buy any securities of any investment product or any investment advisory service. The information contained in this document is superseded by, and is qualified in its entirety by, such offering materials. This document may contain proprietary, trade-secret, confidential and commercially sensitive information. U.S. federal securities laws prohibit you and your organization from trading in any public security or making investment decisions about any public security on the basis of information included in these materials.
THIS DOCUMENT IS NOT A RECOMMENDATION FOR ANY SECURITY OR INVESTMENT. References to any portfolio investment are intended to illustrate the application of VESTED’s investment process only and should not be used as the basis for making any decision about purchasing, holding or selling any securities. Nothing herein should be interpreted or used in any manner as investment advice. The information provided about these portfolio investments is intended to be illustrative and it is not intended to be used as an indication of the current or future performance of VESTED’s portfolio investments.
AN INVESTMENT IN A FUND ENTAILS A HIGH DEGREE OF RISK, INCLUDING THE RISK OF LOSS. There is no assurance that a Fund’s investment objective will be achieved or that investors will receive a return on their capital. Investors must read and understand all the risks described in a Fund’s final confidential private placement memorandum and/or the related subscription documents before making a commitment. The recipient also must consult its own legal, accounting and tax advisors as to the legal, business, tax and related matters concerning the information contained in this document to make an independent determination and consequences of a potential investment in a Fund, including US federal, state, local and non-US tax consequences.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR A GUARANTEE OF FUTURE RETURNS. The performance of any portfolio investments discussed in this document is not necessarily indicative of future performance, and you should not assume that investments in the future will be profitable or will equal the performance of past portfolio investments. Investors should consider the content of this document in conjunction with investment fund quarterly reports, financial statements and other disclosures regarding the valuations and performance of the specific investments discussed herein.
DO NOT RELY ON ANY OPINIONS, PREDICTIONS, PROJECTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain information contained in this document constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Vested Inc. or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Vested Inc. expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. The views and opinions expressed herein are those of Vested Inc as of the date hereof and are subject to change based on prevailing market and economic conditions and will not be updated or supplemented. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Vested Inc. believes the information from such sources to be reliable, Vested Inc. makes no representation as to its accuracy or completeness.EXTERNAL SOURCES. The data points and other information regarding the companies discussed herein are from research sources and tools believed to be reliable, including public company filings. Although VESTED believes the information from such sources to be reliable, VESTED makes no representation as to its accuracy or completeness.

THIS DOCUMENT IS NOT INTENDED FOR GENERAL DISTRIBUTION AND IT MAY NOT BE COPIED, QUOTED OR REFERENCED WITHOUT VESTED’S PRIOR WRITTEN

Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading platform.

  1. According to Cambridge Associates, no asset class, including equities and bonds, have performed as well as the US Venture Capital over the past 25 years.
    See Cambridge Associate’s Private Investment Benchmarks for US Venture Capital, US Private Equity, and Real Estate reports.
  2. According to Invesco, VC displays correlations of -0.13, -0.13, and -0.06 with aggregate core bond, high yield bond, and large-cap equity indexes, respectively.
    See Invesco's “The Case for Venture Capital” report.
  3. Dave McClure of 500 Startups notes, “[m]ost VC funds are far too concentrated in a small number (<20-40) of companies.”
    See McClure's “99 VC Problems But A Batch Ain't One: Why Portfolio Size Matters For Returns”