An Intro to Pre-IPO Investing

By Equifund

This webinar is brought to you by Equifund, LLC.

Speakers: Jake Hoffberg

Duration: 1 hour 54 minutes

Summary: On this call, we’ll discuss…

  • Why the number of new IPOs and the amounts being raised are setting new records…

  • Why an investor may consider adding speculative investments (like Pre-IPO) to their portfolio…

  • Common mistakes Pre-IPO investors make (and how to avoid them)…

  • How Equifund sources, selects, and supports early-stage companies on their path to public markets (or uplisting from OTC to the Nasdaq or NYSE)…

  • Simple things every investor can do today to help maximize potential returns by minimizing costs…

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The 5 Mistakes

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Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
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