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:
Why Wall Street is Targeting Retail Investors
For decades, retail investors have traditionally been the final exit strategy for institutions. But maybe not for long…
The 3 types of investors (which are you?)
If you want to play The Great Game of Pre-IPO Investing, you’re going to have to make a choice…
What Every Investor Needs To Know About MedTech
Don’t invest in a single deal until you understand how the FDA approval process works.
📈Secondaries Crack, Kardashian goes PE, and New Bills on the Hill
Welcome to the Weekend Edition ofThe Private Capital Insider In today’s Weekend Edition, we’re going to be talking about some stories you haven’t heard: The new realities in Private Markets (hint: it’s retail investors) The secret behind Kim Kardashian’s $1b
Cracking the $42 Trillion Healthcare Problem
The biggest problem most tech companies aren’t solving could be our best opportunity as investors.
