The Investor Education Portal
Interested in investing in private market investment opportunities but need help figuring out where to start? If so, this investor education portal is designed to help you find all of our original content designed specifically for retail investors.
Chances are, you have some questions about who we are, why we exist, and how we help retail investors get access to generational wealth-building opportunities normally reserved for Industry Insiders and the “already rich.”
Here are some articles that will provide you with this information:
The first thing you’ll want to do is review our webinar:
Introduction to Pre-IPO Investing.
On this 2 hour training, you will learn:
- 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…
As investors, there are four major challenges we all face:
- Finding great deals (Sourcing),
- Deciding which ones to invest in (Selecting),
- How much to invest (Supporting), and
- When to sell (Selling)
Sourcing:
Selecting:
Supporting:
Selling:
- If You're Brand New to Equifund:
Chances are, you have some questions about who we are, why we exist, and how we help retail investors get access to generational wealth-building opportunities normally reserved for Industry Insiders and the “already rich.”
Here are some articles that will provide you with that information:
- If You're Brand New to Pre-IPO Investing:
The first thing you’ll want to do is review our webinar: Introduction to Pre-IPO Investing.
- 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…
- Have Questions About How the Entire Investment Process Works (from the time you buy to the time you sell)?
- Finding great deals (Sourcing),
- Deciding which ones to invest in (Selecting), and
- How much to invest (Supporting)
- When to sell (Selling)
Sourcing:
Selecting:
Supporting:
Selling:
Chances are, you have some questions about who we are, why we exist, and how we help retail investors get access to generational wealth-building opportunities normally reserved for Industry Insiders and the “already rich.”
- 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…
As investors, there are four major challenges we all face:
- Finding great deals (Sourcing),
- Deciding which ones to invest in (Selecting), and
- How much to invest (Supporting)
- When to sell (Selling)
Here are a few of our most popular articles categorized by subject.
Sourcing:
- How Pre-IPO Investors Make Money
- How do you make money in private deals?
- What great investors do that amateurs don’t
- Three secrets to successful investing
- A simple framework for exponential gains
Selecting:
- How to Value Pre-IPO Companies
- How to 5x – 7x your potential returns
- Reg CF & Reg A: What’s the difference?
- Why SAFEs Are Risky…
- The Wall Street “Double Dip”
Supporting:
- Do this before you bet big on a startup
- What investors get wrong about risk
- Finding your “perfect investment opportunity”
- Equifund’s Capital Markets Slingshot — A path to an IPO
Selling:
More Equifund Articles:
What Every Investor Needs To Know About MedTech
Don’t invest in a single deal until you understand how the FDA approval process works.
The Importance of “Alpha Surgeons” in Medtech
An “Alpha Launch” is a key step in the company’s path towards full commercialization…
The New Era of Gold…
Why we could be entering a new “golden age” (and how investors can play the trend)
What investors get wrong about risk
Are you building your portfolio based on flawed theories?
📈 The North American Gold Cartel
In the pursuit of outsized returns, I’m always looking for a very specific setup: speculative investment opportunities that I think have mispriced risk factors. Why? If we assume that the markets have already priced in all available information to the
