Frequently Asked Questions (FAQ)

🔍 Quick Navigation

• Getting Started - Account setup and first steps
• Investments - Making and managing investments
• Verification - KYC and identity verification
• Investment Groups - Joining and managing groups
• Security - Account security and protection
• Payments - Funding and withdrawals
• Technical - Platform and technical issues
• Legal - Terms, compliance, and regulations

❓ How do I create an account?

Creating your CDAO Platform account is simple:

1. Visit our homepage and click "Sign Up"
2. Choose between Investor or Issuer account type
3. Provide your email address and create a secure password
4. Verify your email address through the confirmation link
5. Complete your profile with basic information
6. Begin the KYC verification process to unlock full features

💡 Tip: Use a strong password and enable two-factor authentication immediately for security.

❓ What's the difference between Investor and Issuer accounts?

Account types serve different purposes:

❓ Do I need to verify my identity to use the platform?

Verification requirements depend on your activities:

• Basic Level: Email and phone verification for browsing
• Enhanced KYC: Identity documents required for investing
• Accredited Verification: Financial documentation for premium opportunities

All investment activities require full KYC verification for regulatory compliance.

❓ What countries do you support?

CDAO Platform supports users from most countries:

• Full Support: US, Canada, UK, EU, Australia, Japan, South Korea
• Limited Support: Most other countries with additional requirements
• Restricted: Countries under international sanctions

Check our Geographic Restrictions Guide for detailed information.

❓ How do I make my first investment?

Follow these steps to invest:

1. Complete KYC verification (required for all investments)
2. Browse available investment opportunities
3. Review offering documents and risk disclosures
4. Click "Invest" and specify your investment amount
5. Choose your payment method (bank transfer, card, crypto)
6. Review and confirm your investment details
7. Fund your investment through your chosen method
8. Receive confirmation and investment documentation

❓ What is the minimum investment amount?

Minimum investment amounts vary by opportunity:

• Typical Range: $1,000 - $25,000 for most deals
• Premium Opportunities: $50,000+ for exclusive deals
• Group Deals: Often have lower minimums for members
• Fractional Investing: Some deals allow smaller amounts

Each investment opportunity clearly displays its minimum and maximum investment limits.

❓ What are the risks of investing?

⚠️ All investments carry significant risks:

• Loss of Capital: You may lose some or all of your investment
• Illiquidity: Your investment may be locked up for years
• No Guarantees: No guaranteed returns or outcomes
• Market Risk: Economic conditions affect investment value
• Company Risk: Individual company performance varies

Only invest money you can afford to lose completely.

❓ How do I track my investments?

Monitor your portfolio through multiple channels:

• Dashboard: Real-time portfolio overview and performance
• Mobile App: Track investments on-the-go
• Email Updates: Regular portfolio and company updates
• Quarterly Reports: Detailed performance and valuation reports
• Document Center: Access all investment documents

❓ How long does KYC verification take?

Verification timelines vary by complexity:

• Automated Review: 5-30 minutes for clear documents
• Manual Review: 24-72 hours for complex cases
• Accredited Verification: 3-7 business days
• Additional Documentation: +1-3 days if requested

You'll receive email notifications and dashboard updates throughout the process.

❓ What documents do I need for verification?

Required documents depend on verification level:

❓ Why was my verification rejected?

Common rejection reasons:

• Poor Image Quality: Blurry, dark, or incomplete document photos
• Expired Documents: ID or proof of address past expiration date
• Name Mismatch: Documents don't match profile information
• Unclear Information: Text or details not readable
• Wrong Document Type: Unacceptable document submitted

Check your email for specific feedback and resubmit with corrected documents.

❓ What are investment groups?

Investment groups are exclusive investor communities:

• Curated Access: Members-only investment opportunities
• Quality Selection: Pre-vetted deals and opportunities
• Peer Network: Connect with sophisticated investors
• Enhanced Terms: Better pricing, lower minimums, bonuses
• Expert Guidance: Learn from experienced group leaders

❓ How do I join an investment group?

Group application process:

1. Complete KYC verification (required for group membership)
2. Browse public investment groups in our directory
3. Review group focus areas, leader credentials, and criteria
4. Submit application with your background and investment interests
5. Wait for group leader review (typically 3-7 days)
6. If approved, gain access to exclusive group deals and community

❓ Can I access group deals without being a member?

❌ No, group deals are exclusively for approved members:

• ALL deals within investment groups require membership approval
• This applies to both public and private groups
• Group visibility only affects whether the group appears in directories
• You must be an approved member to see or invest in group deals

This exclusivity ensures quality investors and better deal terms for members.

❓ Can I create my own investment group?

Yes, but there are important restrictions:

• Issuer Accounts Only: Only issuers can create investment groups
• One Group Maximum: Each issuer can create exactly one group
• Quality Focus: This ensures dedicated attention and quality curation
• Application Process: Must meet platform criteria for group leadership

❓ How do you protect my account and funds?

🛡️ Multi-layer security protection:

• Bank-Level Encryption: AES-256 encryption for all data
• Two-Factor Authentication: Required for all investment accounts
• Escrow Protection: Funds held in secure escrow contracts
• Regular Audits: Third-party security assessments
• SOC 2 Compliance: Industry-standard security certifications
• 24/7 Monitoring: Continuous threat detection and response

❓ How do I enable two-factor authentication?

Enable 2FA for maximum security:

1. Go to Account Settings → Security
2. Click "Enable Two-Factor Authentication"
3. Download an authenticator app (Google Authenticator, Authy)
4. Scan the QR code with your authenticator app
5. Enter the verification code to confirm setup
6. Save your backup codes in a secure location

💡 Tip: 2FA is mandatory for all accounts with investment access.

❓ What should I do if I suspect unauthorized account access?

Take immediate action:

1. Change Password: Immediately update your account password
2. Review Activity: Check your account activity and transaction history
3. Contact Support: Email security@support@cdao.vc immediately
4. Enable Alerts: Turn on login and transaction notifications
5. Check Devices: Review authorized devices in account settings

❓ What payment methods do you accept?

Multiple convenient payment options:

• Bank Transfers: ACH and wire transfers (most common)
• Credit/Debit Cards: Major cards accepted (fees may apply)
• Cryptocurrency: Bitcoin, Ethereum, USDC, USDT
• Digital Wallets: Apple Pay, Google Pay, PayPal
• Checks: For larger investments ($50,000+)

❓ How long does it take for payments to process?

Processing times vary by payment method:

• ACH Transfers: 3-5 business days
• Wire Transfers: Same day to 1 business day
• Credit Cards: Instant processing
• Cryptocurrency: 10-60 minutes (depending on network)
• Checks: 5-10 business days

You'll receive email notifications when payments are received and processed.

❓ Are there any fees for investments?

Transparent fee structure:

• Platform Fee: 1-2% of investment amount
• Payment Processing: 0.5-3% depending on method
• Wire Transfer: $25-50 per transfer
• Cryptocurrency: Network fees apply
• Currency Conversion: 1-2% for international payments

All fees are clearly disclosed before you confirm your investment.

❓ Is there a mobile app?

Yes! CDAO Platform offers mobile apps:

• iOS App: Available on the App Store
• Android App: Available on Google Play
• Features: Full investment management and portfolio tracking
• Security: Same enterprise-level security as web platform
• Notifications: Real-time investment and market updates

❓ I'm having trouble accessing my account. What should I do?

Troubleshooting steps:

1. Clear Cache: Clear browser cache and cookies
2. Try Different Browser: Use Chrome, Firefox, or Safari
3. Disable Extensions: Turn off browser extensions temporarily
4. Check Internet: Ensure stable internet connection
5. Password Reset: Use "Forgot Password" if needed
6. Contact Support: Email support@cdao.vc if issues persist

❓ Do you have an API for developers?

Yes, we offer a comprehensive REST API:

• Investment Management: Create and track investments programmatically
• User Management: Manage accounts and KYC verification
• Deal Access: Browse and filter investment opportunities
• Group Management: Investment group operations
• Analytics: Access portfolio and performance data

Check our API Documentation for details.

❓ Is CDAO Platform regulated?

Yes, we operate under strict regulatory oversight:

• SEC Compliance: Securities and Exchange Commission oversight
• State Regulations: Licensed in applicable states
• AML/KYC: Anti-money laundering and know-your-customer compliance
• FINRA: Financial Industry Regulatory Authority guidelines
• International: Compliant with applicable international regulations

❓ What happens to my investments if something happens to CDAO Platform?

Your investments are protected:

• Asset Segregation: Your investments are held separately from company assets
• Legal Structure: Investments made directly with issuers, not through platform
• Documentation: All legal documents are maintained independently
• Investor Rights: Your rights as an investor continue regardless
• Succession Plans: Procedures in place for business continuity

❓ How do taxes work for my investments?

Tax considerations for investors:

• Tax Reporting: You'll receive appropriate tax documents (K-1s, 1099s)
• Professional Advice: Consult a tax professional for your specific situation
• Jurisdiction Matters: Tax treatment varies by location
• Investment Type: Different securities have different tax implications
• Holding Periods: Long-term vs short-term capital gains treatment

CDAO Platform does not provide tax advice. Consult qualified professionals.

📞 Contact Our Support Team

Multiple ways to get help:

• Help Center: http://companydao.org/support
• General Support: support@cdao.vc
• Live Chat: Available in your account dashboard
• Phone Support: Available during business hours
• Community Forums: Connect with other users

Specialized Support:

• Technical Issues: tech@support@cdao.vc
• Security Concerns: security@support@cdao.vc
• Compliance Questions: compliance@support@cdao.vc
• Investment Groups: groups@support@cdao.vc

⏰ Support Hours

• Live Chat: 24/7 for urgent issues
• Email Support: Responses within 24 hours
• Phone Support: Monday-Friday, 9 AM - 6 PM EST
• Emergency Support: 24/7 for security issues

💡 Pro Tip for Faster Support

When contacting support, include:

• Your account email address
• Specific error messages or screenshots
• Steps you've already tried
• Browser and device information
• Transaction or reference numbers if applicable

This helps us resolve your issue more quickly!