Fundraising
Worth helps you raise capital for your music projects by managing your investor pipeline and optionally showcasing your opportunity on a public promotional site.
Understanding Fundraising on Worth
There are two key parts to fundraising:
- Project Fundraise - The internal tools for managing your fundraise and investors (accessed through your project dashboard)
- Public Promo Site - An optional public-facing page that showcases your opportunity to attract investors
Part 1: Managing Your Fundraise (Project Dashboard)
Your project's Fundraise tab is where you manage the fundraising campaign internally. This is only visible to project members.
What's in the Fundraise Tab
Fundraise Settings:
- Fundraising goal
- Minimum investment amount
- Ownership percentage on sale
- Investment type and terms
Investor Pipeline:
- Track all potential and confirmed investors
- See interest levels and bids
- Update investor statuses
- Finalize deals
Investor Pipeline Management
The pipeline shows different views based on your role:
My Investment (All Users)
If you're invited to invest in a project, you'll see your own investment activity:
- Your organization's interest level
- Status (Lead, Active, Finalized, Canceled)
- Ability to submit or revise bids when status allows
Investor Pipeline (Project Admins Only)
Project admins see the full pipeline:
| Status | Meaning | Can Submit Bids |
|---|---|---|
| Lead | Initial interest or invited | No |
| Active | Organization is a project member | Yes |
| Finalized | Deal closed and locked | No |
| Canceled | Designated inactive | No |
Admin Actions:
- Change investor status
- Invite organizations to the project
- View and manage all bids
- See acknowledgment status ("Acknowledged" or "Pending Ack" badges) for approved bids
- Finalize deals (requires investor acknowledgment)
Investor Journey
Stage 1: Discovery
- Investor finds your opportunity (via the public promo site or direct invitation)
- Submits interest or gets added as a Lead
Stage 2: Active Engagement
- Admin moves investor status to Active (or investor accepts project invite)
- Investor becomes a project member with limited access
- Can now submit and revise investment bids
- Can view documents shared with investors
Stage 3: NDA (if required)
- Some fundraises require investors to sign a confidentiality agreement before viewing deal details
- If an NDA is required, the investor sees the NDA text and signs by typing their name
- Once signed, the full deal room becomes accessible
Stage 3: Closing
- Terms are agreed upon (often negotiated offline)
- Admin reviews and explicitly approves at least one bid from the investor
- Investor acknowledges the deal terms — they see a summary of the approved bid (amount, ownership %, return cap, payout frequency, term length) and confirm by typing their name and checking a consent box
- Admin finalizes the deal with the final investment amount and ownership percentage (finalization is blocked until the investor has acknowledged)
- Ownership is formally recorded on the project and the bid is locked
Stage 4: Post-Close
- Finalized investors retain project access
- Can view ongoing project updates and revenue data
- Tracked in the cap table
- Investment portfolio visible on the organization dashboard's Investments tab
Deal Room
Once an investor has access to a project, they can view the Deal Room — a dedicated investor-first view of the fundraise.
What's in the Deal Room
Overview Tab: Investment details, deal terms, and your current investment status. For fund-type projects, this tab also displays product cards showing the albums and EPs included in the fund.
Artists Tab: Artist profiles and performance history. Artist information respects the privacy settings configured by the project admin. Some artists may appear anonymized or excluded depending on the privacy level set.
Projections Tab: Revenue projections modeling investor returns from planned releases:
- Three scenarios (pessimistic, base, optimistic) shown as a chart
- Annual and cumulative views with reference lines for investment amount and return cap
- Key metrics: Year 1 Return, Total Return, Payback Year, MOIC, IRR, NPV
- Sensitivity table showing how returns vary across different ownership percentages and revenue scenarios
- CSV export for all scenarios
Files Tab: Investor-visible project documents.
Part 2: Public Promo Site
The public promo site is an optional public-facing page that showcases your fundraising opportunity to potential investors who aren't yet project members.
Accessing Your Promo Site
If your fundraise visibility is set to "public," your promo site is available at:
/fundraise/[your-fundraise-slug]
Contact Worth to set up or adjust your promo site visibility.
What's on the Public Promo Site
Story Tab: Your narrative about the opportunity—why investors should care, artist background, vision for the catalog, how funds will be used.
Documents Tab: Public documents you've uploaded for potential investors. These are separate from private project documents and should only contain information you're comfortable sharing publicly.
Media Tab:
- Spotify embeds: Let investors hear the music
- YouTube embeds: Music videos, interviews, teasers
- Image gallery: Album artwork, press photos, performance shots
Investment Details (Sidebar):
- Fundraising goal
- Minimum investment
- Ownership percentage on sale
- Ownership per $1,000 invested
- Term length, return cap, and payout frequency (when configured)
- Investment structure description and recoupment terms (when configured)
Contact Worth to Invest Button: Interested investors click this to express their interest. They'll fill out a form with their contact info and optional investment amount, and become a Lead in your pipeline.
Public vs. Private Content
| Content Type | Where to Upload | Who Sees It |
|---|---|---|
| Public promo content | Promo Site setup | Anyone on the internet |
| Documents for active investors | Project → Files tab | Project members only |
| Full investor pipeline | Project → Fundraise tab | Project admins only |
Important: Only upload documents to the public promo site that you're comfortable sharing with anyone. Confidential materials should go in the private Project → Files tab.
Working with Worth
Custom Configurations
Worth works with you to customize your fundraise:
- Content sections and layout
- Visibility settings (public vs. private)
- Investment terms and structure
- Custom branding and messaging
Support Services
The Worth team can help with:
- Setting up your promo site
- Structuring your fundraise
- Investor relations best practices
- Marketing your opportunity
Contact Worth at platform@getworth.co to discuss your fundraising needs.
Common Questions
Can I run multiple fundraises? Each project has one fundraise. Create separate projects for different catalogs or funding rounds. For catalog-wide fundraises, use a fund-type project to aggregate songs from multiple albums into a single fundraise.
Can I require an NDA before investors see deal details? Yes. When an NDA is configured on your fundraise, investors must sign the confidentiality agreement before they can access the deal room. Contact Worth to set up NDA requirements.
Where can I see all my investments? Your organization dashboard has an Investments tab showing all projects your organization has invested in, with status, amounts, and returns.
How do I make my promo site public? Contact Worth to adjust your fundraise visibility settings.
What if I want to keep revenue data private? Revenue data is not shown on public promo sites. Only project members with appropriate permissions see financial details.
How do I qualify investors? Investors self-attest to accreditation through the intake form. You're responsible for verifying qualifications per securities regulations.
What happens if my fundraise doesn't reach its goal? You control when and how to close your fundraise. There's no automatic closure or all-or-nothing requirement.
How do I close my fundraise? Contact Worth to discuss closing your fundraise and finalizing investor relationships.
Questions? Contact Worth support at platform@getworth.co