Late Stage Pre-IPO Opportunities
Offering Accredited Investors Early Access to High Growth Companies.
Financial Planning
The ins and outs of building a flexible plan that works for your client’s needs.
IPOs in the past 12 Mo.
0
Unicorn Companies
0
* Pre-IPO Mean Return
0
%
Nasdaq Composite YTD
0
%
What we look for in a "Unicorn"
Careful selection and rigorous due diligence that prioritize strong leadership, innovative technologies, and clear market advantages.
- Disruptive Technology
- Fast Growth
- Large Addressable Market
- Strong Management Team
Innovators in growth sectors
We enter the company lifecycle when the technology is proven and the company is ready to scale to mitigate risk and maximize value.
- Artificial Intelligence
- Advanced Computing
- Biotech / Genomics
- Fintech
- Social Media
- Space Exploration
LEGAL NOTICE AND RISK DISCLOSURE:
This website and any promotional material provided by “wordonwallstreet” are for informational purposes only and should not be considered tax, legal, insurance, or investment advice, including an offer, solicitation of an offer, or advice to buy or sell securities or financial instruments. We are not a registered securities broker-dealer or investment advisor with the U.S. Securities and Exchange Commission or with any state or foreign securities regulatory authority. Before making any investment decision, especially in the high-risk private market, you should complete independent due diligence and consult a professional advisor.
Management, employees, and early-stage investors may own company stock potentially be worth thousands or millions of dollars and have no liquidity because the stock isn’t currently trading, prolonging their ability to cash out a portion of their holdings. Sometimes the need for cash requires them to sell some of their position at a discount before the company can go public.
Pre-IPO shares are shares of a private company before it goes public, while publicly traded shares are those of a company that has already undergone an initial public offering and is traded on a public stock exchange, making them accessible to the general public. Investing in a private company pre-IPO provides the potential opportunity to acquire shares at a lower valuation compared to the initial public listing price.
Pre-IPO investing is a good opportunity to invest in quality companies before they go public. There is risk involved, but their is the potential for higher than average returns. Overall, pre-IPOs offer a strong investment opportunity for accredited investors.
Yes. – According to regulations set by the Securities Exchange Commission (the “SEC”), all investors in private companies must be “Accredited Investors.” The SEC defines an accredited investor as someone who is qualified to invest in complex or sophisticated securities that are not closely regulated. The purpose of the accredited investor designation is to protect retail investors from losses that can result from unregulated investments.
An individual can qualify as an accredited investor by meeting EITHER the income criteria or the net worth criteria; they do not need to meet both.
Net worth over $1 million, excluding primary residence (individually or with Spouse or partner).
Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same income in the current year.
An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million.
SEC definition of Accredited Investor
We are in constant search for new opportunities; reviewing companies’ performance histories, industry trends, valuations, and management. Our focus is on the “disruptors,” those special companies that produce proven revenue streams and consistently outperform their competition to become market leaders, with anticipation of going public in the near future.
What Client Say
Offering Accredited Investors Early Access to High-Growth Companies
An individual can qualify as an accredited investor by meeting EITHER the income criteria or the net worth criteria; they do not need to meet both.
- Net worth over $1 million, excluding primary residence (individually or with Spouse or partner).
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same of the current year.
- An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million.