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:
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.
Is This The Magical Road To Enormous Gains?
Lessons learned from the Post-COVID IPO frenzy…
Becoming an Accredited Investor
Here’s what you need to know about the most common qualification for investing in private market opportunities.
📈The debt ceiling, de-dollarization, and gold
Now that the annual debt ceiling shakedown seems to be coming to its natural conclusion of a last minute deal… The “de-dollarization” narrative is picking up steam as countries start reducing USD reserves, increasing gold reserves, and striking new trade
Modern day treasure maps…
How exploration companies hunt for buried treasure (and what it means for investors)