Frequent questions

This investment vehicle has the characteristics of an evergreen fund. In other words, it is a vehicle designed to provide greater flexibility to investors. The fund is characterized by the gradual injection of capital throughout its lifespan and allows for reinvestments in specified time periods.

You can invest in WORTEV CAPITAL MX from $10,000 MXN for a term of 1 year (12 months) and receive a fixed annual return of 12%, deposited monthly in proportional parts of 2% directly into your bank account.

• The minimum investment amount is: $10,000 MXN
• The fixed term is: 1 year
• The annual gross returns are 24%. They are paid monthly, so every month you will receive 2% (less taxes).
• We withhold taxes and send your tax withholding voucher to your email once a year.

WORTEV CAPITAL offers a simple and secure investment experience

The registration process is completely digital, and for enhanced security and access to your data.We recommend completing it from your personal computer or smartphone.

1. E-Mail
2. Personal information such as: full name, tax address, telephone, RFC, CURP, bank account details (from any bank in Mexico), and interbank account number.
3. A photograph of a valid official identification (INE or passport), of the bank statement showing the investor’s name, account and interbank account number; and proof of fiscal address, no older than three months (proof of tax status, electricity, telephone, or water bill).
4. The beneficiary’s information, including full name, telephone and email address, is required. The beneficiary will be responsible for the investment in case of any eventuality with the investor.
5. Photo of your tax status or proof of address
6. Beneficiary information

The entire investment process is straightforward and digital:

1. Go to wortev.capital platform and click on "Register".
2. To complete the registration process, please provide your full name, email, password ,and indicate your type of person for income tax purposes. Options include a physical person who issues invoice, physical person who does not issue an invoice, or a legal entity. You will have to solve the captcha by selecting the requested images before you can proceed.
3. After completing the registration, you will receive a welcome email with and account verification request. Please click on the link provided in the email to verify your email address.
4. Once you have clicked on the link you will be redirected to your profile on our website and will see the following message: “Your email has been verified”.
5. Next, click on the “Accept data” button and complete your profile providing all requested documentation. Click the “Send” button.
6. Once you have completed the above steps, the “Investment Mandate” digital contract will appear. Please read it carefully and verify all of your information is correct before proceeding.
7. Click on the circle that will appear next to “I accept” and then click “Send”. We need 24 to 48 hours to verify your information and documents.
8. After validation, you will receive an email stating that your information has been verified and you can proceed with the investment process. The next step is to invest!

• Download our e-book: Steps to Investing 

Our Investment Calculator allows you to simulate or calculate your returns. 

WORTEV CAPITAL MX offers a fixed annual return of 24%, which is deposited monthly in proportional parts of 2%. This return applies to any amount of invested capital equal to or greater than $10,000 MXN. Please consult our investment calculator  to determine the amount of your return based on the capital invested. Additionally, investing more than the minimum amount will not result in a higher percentage of return.

The WORTEV CAPITAL MX model does not apply compound interest to investments. However, the returns can be saved or reinvested to generate additional profit.
Please note that the minimum investment amount is $10,000 MXN (ten thousand Mexican pesos).

Your investor profile allows you to monitor the development of your investments as well as access your contract and annual tax withholding statements.

The registration and investment process at WORTEV CAPITAL MX is completely digital and secure. We recommend carrying out the process from a personal computer or smartphone, with the necessary documentation at hand. If you require assistance with the process, please feel free to contact us via phone at 55 4440 4742 or schedule an appointment with our team to visit our office. Appointments can be scheduled Monday to Thursday from 9:00 am to 6:00 pm and Fridays from 9:00 am to 2:00 pm.
All visits to our corporate offices are restricted. It is essential to schedule an appointment by calling 55 4440 4742. Once the appointment is confirmed, please wear a mask and present your INE to be granted access.

• INE of the legal representative, together with the power of attorney containing the authorization to act as legal representative of the company.
• Proof of address of the legal representative.
• RFC of the company.
• Articles of Incorporation of the company.
• Bank Statement of Account in the company’s name.
• Proof of address of the company.

• Permanent residency in Mexico with a valid Multiple Migratory Form (FMM)
• RFC issued by SAT in Mexico
• CURP issued by RENAPO in Mexico
• Mexican pesos bank account opened in Mexico
• Valid passport from your country of origin
• ID from your country of origin containing your address in your home country

• Have a Mexican pesos bank account opened in Mexico (essential)
• Have an email to register
• Personal information such as: full name, tax address, telephone, RFC, CURP, bank account in Mexico (any bank), interbank account number.
• Photographs of valid official identification front and back (INE or passport); the bank statement showing the investor’s name, account and interbank account number; and proof of tax address, no older than 3 months (proof of tax status, electricity, telephone or water bill).
• Beneficiary’s information, who will be in charge of the investment in case of any eventuality with the investor (full name, telephone and e-mail).

WORTEV CAPITAL MX carries out tax withholding as required by law. Every investor receives the deposit of their net returns directly to their bank account and is given an annual tax withholding voucher stamped for the legal purposes required by the investor.
To learn more about this topic, you can view our webinar: Tax withholding for investment in WORTEV CAPITAL.

Income Tax (ISR) and Value Added Tax (IVA), calculate your investment here.

WORTEV CAPITAL MX invests in small companies and startups in the early stages of development that require financial resources to expand. This investment fund is distinguished in the venture capital market by the characteristics of an evergreen structure, offering greater flexibility to investors. It constantly injects capital throughout the fund's life and reinvestments at set intervals. 

This investment scheme is designed for both institutional and individual investors who seek a low risk profile with reduced initial investment and the potential to earn competitive fixed monthly returns.

Furthermore, we have integrated a financial support module for each portfolio company to aid them in investment management and mitigate the inherent risks of early-stage companies.

We are constantly analyzing new business opportunities that add value to our portfolio. You can view our portfolio of companies here.

Al invertir en WORTEV CAPITAL MX, no inviertes en una sola empresa, sino que tu inversión se diversifica automáticamente entre todas las empresas del portafolio. Además, el fondo se integra operativamente a las empresas en las que invierte con un módulo financiero para disminuir el riesgo de operación. Si en un caso muy improbable esta situación llega a pasar, WORTEV CAPITAL es quien respalda esa inversión.

Yes. You can access the agreement directly on our website after registering. You can carefully read, review and verify the investment agreement.
If you are an existing investor, you can accessyour investment agreement by logging into your profile and going to the 'My contract' section. You can consult your agreement as often as you like.

You can find them on our Terms and Conditions

WORTEV CAPITAL MX es una SOFOM ENR (Sociedades Financieras de Objeto Múltiple Entidad No Regulada). No somos una institución bancaria, no somos una SOFIPO (préstamos financieros) no ofrecemos productos del sistema financiero y no somos una Fintech, por lo que la CNBV nos supervisa (no nos regula) en términos de prevención de lavado de dinero y financiamiento al terrorismo. Y, al ser una empresa legalmente constituída (persona moral), estamos registrados ante el SAT, lo que nos permite emitir las constancias de retención de impuestos que marca la ley. Asimismo, somos miembros de AMEXCAP (Mexican Private Equity Association).

Our investment vehicle has evergreen characteristics that allow for a longer investment horizon in the region. It offers an annual dividend and has a portfolio composed of projects linked to technological trends, as well as a regional focus.

In WORTEV CAPITAL LATAM you can invest from USD $2,500 , the investor will receive a return from 12% to 24% depending on the amount invested and the duration of the investment.

• Minimum investment amount: $2,500
• Term: from 1 to 10 years.
• Focused on the Latin American ecosystem
• Returns determined by the amount and duration of the investment

1. Have an email to register
2. Personal information such as: name, surname, nationality, tax domicile and zip code, telephone and identity card
3. Bank Information: Bank and Beneficiary Bank
4. Complete the the Know Your Client form
5. Photographs of:
   1. DNI/NIE/PASSPORT front and back
   2. Bank statement not older than 3 months
   3. Documentation proving the origin of the funds (such as payroll receipts, pension receipts, in case of being an employer attach the EIN, etc.)
   4. Documentation that accredits your professional activity (proof of employment, self-employment income statement, pension certificate, last available annual statement, last available payroll)
   5. Proof of tax and postal address (PO BOX does not apply) not older than 3 months
   6. Document of registration with the IRS (Internal Revenue Services) or equivalent
6. Data of the beneficiary, who will be in charge of the investment in case of any eventuality with the investor (full name, telephone and e-mail) and a photo of the beneficiary’s valid identity document.
7. To verify your identity: It is necessary to take a photo of yourself with the ID you provide us, close to your face, following these recommendations:
   1. Make sure you are in a place with good lighting
   2. Keep a serious expression, don’t smile
   3. Avoid wearing glasses, masks or covering your face with your hair

Investing in WORTEV CAPITAL LATAM is simple and safe!

You can simulate or calculate the returns on your investment using our calculator.

Yes, there is a management fee of USD $100.00 per year that must be paid at the beginning of the investment and every year during the contract period.

• Articles of Incorporation
• Shareholder structure 
• Tax identification document (IRS, EIN or equivalent) 
• List of authorized signatories
• Power of attorney and ID of the authorized representatives
• Latest corporate income tax
• Identity document of the attorneys-in.fact
• Proof of address of the company not older than 3 months
• Company bank statement not older than 3 months

WORTEV CAPITAL LATAM does not withhold taxes; such activities will correspond to the investor in accordance with the applicable legal system of the country of residence.

To access your contract, you must first make an investment, as the contract is generated for each investment made.

You can consult them on our Terms and conditions

Of course, and you can check it at Privacy notice

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We are available to assist you during our business hours: 

• Monday through Thursday from 11am to 8pm local time Miami, Florida.
• Friday from 11 am to 4pm local time Miami, Florida.