Investing Insights & Analysis
Below is an archive of our professional insight and analysis that will help you unlock the wealth building power of private equity and early-stage investing.
The 5-Step Guide to Investment Due Diligence for Retail Investors
Investment due diligence is the process of analyzing investment opportunities to understand the risks and rewards. It involves examining corporate records, financial records, personnel matters, intellectual property matters, and legal matters.
Uplisting Stock Strategy – How to Go From OTC to Major Exchange
Uplisting (sometimes referred to as a second IPO)is when a stock transitions from a junior exchange like the OTC markets to a major one, such as Nasdaq or NYSE.
The PIPE Investment Guide: How to Buy Once & Profit Twice
Private Investment in Public Equity (PIPE) is a financing strategy that allows investors to buy stocks from a publicly traded company at a fixed, often discounted, price.
📈 More SEC vs Wall Street + JPMorgan Launches Retail PE fund
What more SEC updates means for Wall Street and the American tax problem.
22 Small Business Tax Write Offs to Maximize Your Return in 2023
Top 22 small business tax write offs: 1. Home Office Deductions, 2. Business Supplies and Equipment Write Offs, 3. Professional Services Deductions, 4. Vehicle Expenses and Mileage Deductions, 5. Business Meal Deductions…
The Best Time to Sell Your Pre-IPO Shares
When should you sell your pre-IPO shares? It’s not such a simple answer…
How to Track the Value of Your Pre-IPO Portfolio
Here’s a brief overview of how assets are priced while they’re private and after they’re public.
How to Value Pre-IPO Companies
And why 2022 could change valuations for the better…
What $100 Oil Could Mean for Sky Quarry
The best performing asset class of 2021 could mean a lot. Here’s why…
Surgical Robots: Overhyped or Breakthrough Tech?
What every MedTech investor needs to know about surgical robots
Investing When Markets Go Haywire
What to do when things get a little crazy…
📈 The NYCB story you haven’t heard
The NYCB Thing Gets Worse. Then Better. But Also Worse…
📈 Gold, Bitcoin, and the End of the BTFP
Private Capital Insider: Weekend Edition
The Best Time to Sell Your Pre-IPO Shares
When should you sell your pre-IPO shares? It’s not such a simple answer…
How to Track the Value of Your Pre-IPO Portfolio
Here’s a brief overview of how assets are priced while they’re private and after they’re public.
How to Value Pre-IPO Companies
And why 2022 could change valuations for the better…
What $100 Oil Could Mean for Sky Quarry
The best performing asset class of 2021 could mean a lot. Here’s why…
Surgical Robots: Overhyped or Breakthrough Tech?
What every MedTech investor needs to know about surgical robots
Investing When Markets Go Haywire
What to do when things get a little crazy…
More Equifund Articles:
The Insiders Guide to Tax Reduction Strategies
How to build generational wealth faster by paying fewer taxes.
The New Era of Gold…
Why we could be entering a new “golden age” (and how investors can play the trend)
Potential Pre-IPO Tax Problems
Investing in pre-IPO stocks? Here’s a look at the current conversations I’m having with my financial and tax advisors…
Is this the future of “going public”?
How direct listings could change everything we think we know about IPOs.
Investing in Oil Companies: Benefits and Risks
Investing in the energy sector, particularly in oil companies, offers investors the opportunity to participate in the main driver of the world economy.
