Investing Pre-IPO: What Investors Need to Know to Navigate the Market

Investors Shareholders Insights

In this video, Brianne Lynch and Phil Haslett discuss what investors should consider when investing in the pre-IPO market. Here are the key factors:

  • Experience: Opt for platforms with years of operational expertise and a solid transaction history.
  • Fees: Understand both one-time and ongoing fees to ensure fair pricing and your upside potential.
  • Informed Decisions: Leverage robust private market data and tools to reduce market opacity.
  • Company Approvals: Ensure platforms secure necessary approvals for buying shares.
  • Success Likelihood: Check the platform’s due diligence process to understand their high success rates for secondary transactions.
  • Offerings: Look for a variety of investment options and frequent opportunities.
  • Investment Minimums: Compare minimum investment requirements across platforms.

Disclaimer: Not all pre-IPO companies will go public or be acquired, and not all IPOs or acquisitions are or will become successful investments. There are inherent risks in pre-IPO investments, including the risk of loss of the entire investment, illiquidity, and fluctuations in value and returns. Investors must be able to afford the loss of their entire investment.

 

Screenshot 2024-02-20 at 2.39.43 PM

 

Interested in browsing the private company investment opportunities available on EquityZen's marketplace?

Sign Up

 

Related Posts

Pre-IPO Investing | The State Of The Secondary Market

In this video, Phil Haslett, Co-Founder and Chief Strategy Officer of EquityZen, explores the intricacies of the...

Inc.: Investors' AI Obsession Isn't Enough to Thaw the IPO Ice Age

With most AI companies too young to IPO, investors are turning to the private markets to invest in AI innovation....

What to look for in a pre-IPO investment platform

Pre-public offering investing (pre-IPO investing) represents a high-risk, high-reward avenue for portfolio...