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Things to Know Before your Call

At the most basic level, purchasing a Pre IPO stock is no different than buying anything else.

You decide what you want, you tell somebody (like us) what you want, pay for it, and we get it for you.

Is there a minimum?

Our minimum investment varies with each fund introduction. some Pre IPO offerings have a lower price-point and lower associated fees. Or you may find a company that you like a lot and wish to invest more.

What documentation will I receive?

Investors in a particular Pre IPO will join a fund – organized as an LLC – as Limited Partners. This fund will purchase and own that specific company’s shares. Shares owned by the fund will be fully vested stock and not options.

Your shares in your company’s fund will be held electronically. They will not be issued as separate documents, which can easily be lost.

Our purpose is to connect you with funds that have the strongest Pre-IPO opportunities in the space. Most funds we introduce will have a manager that will establish a Series of Interests for the purpose of making a separate and distinct investment in a specific company or companies identified by the manager.

Any more questions?

Let us assist you with any other questions you might have. We are happy to share our experience with you and set you on the road to financial independence.

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