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.
Guide to Tax Liability Meaning, Calculation & Tax Loopholes
Tax liability is the total amount you owe to the government. Discover how to calculate your tax liability, and what you can do to legally pay as little as possible.
📈 How to build generational wealth
An Insider’s guide to portfolio construction
📈 The truth about wealthy tax cheaters
Why NOT paying taxes may be one of the single best wealth building “cheat codes” there is.
📈 My journey towards generational wealth
An inside look at how I became the Private Capital Insider
📈 SEC vs Wall Street + the Government Shutdown
The timing of this shutdown seems rather convenient given some of the anti-Wall Street policies currently in progress…
📈 Do uplistings improve stock price? Survey says…
Here are the hard facts of how an uplisting affects share prices
Jake’s 2022 Predictions
A look at the year past and the year forward. Are you ready for what’s to come?
The Key to Growing MedTech Companies
What investors need to know about how medical devices are marketed.
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…
How Equifund chooses deals
A behind-the-scenes look at what we do before we list a company
The Evolution Of Medtech Exits
How the industry has changed over the past 20 years (and how it could impact returns).
Reg CF & Reg A: What’s the difference?
Here’s the information you need to know before you invest…
📈 The rent is too damn high
An Insider’s Guide to Investing in Affordable Housing
📈 New all time highs + massive insider selling = ?
Are we on the verge of a massive stock market correction?
📈 AI, Gold, and Commercial Real Estate
Is commercial real estate about to collapse? And why could AI & Gold be the big stories this years…
How ESG Creates Shareholder Value
For decades, ESG investing was code for “lower returns” or “cheap marketing gimmick”. But now?
Jake’s 2022 Predictions
A look at the year past and the year forward. Are you ready for what’s to come?
The Key to Growing MedTech Companies
What investors need to know about how medical devices are marketed.
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…
A Strange Solution For Combating Climate Change
This surprising industry is America’s top recycler…
How Equifund chooses deals
A behind-the-scenes look at what we do before we list a company
More Equifund Articles:
Did You See What Microsoft Just Did?
Q1 is barely over, and we’ve already seen record-breaking $6.7B in US digital health funding, the most-funded quarter to date.
The truth about Pre-IPO Crowdfunding
What every investor needs to know about getting in before deals go public.
How to Protect Yourself From “Hot Stock Hype”
Thanks to the rise of un-regulated promoters and influencers, there’s never been more risk for inexperienced investors.
Due Diligence Secrets: Interviewing Management
What every investor should ask management before pulling the trigger
📈Investing Insights from Billionaire Family Offices
After ~5 years of studying how people build (and then manage) generational wealth, I’ve boiled it down to a simple, three-step playbook that anyone can follow: Step #1) Build Wealth: Statistically speaking, those with $5m+ in net worth do so through
