PRE IPO INVESTING MADE EASY  

Prospective investors go through a thorough due diligence process, after which they can bid anonymously. Orders of interest for buyers & sellers follow a similar process: both fill an investor qualification questionnaire while funds and shares are deposited in an escrow account by buyers and sellers, respectively.

You access LevelX secure web portal and complete the Investor Qualification Questionnaire

Upon approval, you will have access to our Pre-IPO inventory with the ability to enter order of interest, which will be followed by request for supporting documentation

Our Mission

We believe in democratizing Accredited Investors’ participation in and connection with Pre-IPO companies, thus expanding investment opportunities for investors

Private Equity “Pre IPO” – Investing in companies before they go public

Private Equity is an asset class which involves unregistered securities.  Because of this it is highly risky, as organizations do not have the public disclosure requirements beholden to publicly traded companies.  Private Equity has historically been the realm of large well capitalized and sophisticated firms such as Venture Capital, Family Offices, Hedge Funds, and High Net Worth individuals.  A trend has been emerging in the IPO market whereby high growth companies are delaying their IPO in many cases substantially.  Company valuations of these Pre-IPO companies have ballooned to as much as $60 Billion and more, all the while staying private.   Meanwhile, a secondary market of shares has emerged known as “Pre IPO” which focuses on late stage companies that typically would already be public.  According to the strict definition of “Unicorn” that’s a $1 Billion valuation, but most common names have valuations much higher.  This market is not easy to access, because of the traditional barriers to entry and the firms that mostly make up the market are mostly long-term investors and are not interested in receiving tender offers.  LevelX has built a database of hard to find sellers, specialist firms, Venture Capital firms, and other active participants in this market.

While the focus is often at the late stage or ‘mature’ Pre-IPO stage, companies could be anywhere on the time horizon.  Investors typically avoid very early stage companies due to the high risk associated with startups.  What’s fascinating about this asset class are the kinds of companies that it’s producing.

 

If you’d like to learn more, we can setup a meeting in person or virtual to discuss:

 

  • Well known Pre IPO “Unicorns” 

  • Pre IPO investing as an alternative asset class (As part of Private Equity)

  • How the process works and what LevelX can offer 

LevelX Capital, LLC  
Member FINRA/SIPC.

109 White Oak Lane, Suite 200 O
Old Bridge, NJ 08857
Phone: (786) 314-7018
Email: Info@levelx.com

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Commission Disclosure

Free trading of stocks refers to $0 commissions tor LevelX Financial LLC self-directed individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC & FINRA fees may apply. 

International Account will have a $3 per trade fee

Broker managed accounts may be subject to a commission based on your brokers commission rate

Risk Disclosure

Trading of stocks and all other investment products involves substantial risk of loss and is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment.

Private equity securities are speculative and illiquid and involves substantial risk of loss and is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment.

Disclosures

System response and account access time may vary due to a variety of factors, including trading volumes, market conditions, system performance and other factors.

No content in the App shall be considered a recommendation or solicitation tor the purchase or sale of securities, options or other investment products.  All information  and data in the App is tor  reference only and no historical data shall be considered as the basis for judging future trends

LevelX Capital LLC is a member of Securities Investor Protection Corporation (SIPC), which protects securities customers ot its members up to $500,000 (including $250,000 tor claims for cash) . Explanatory brochure available upon request or at www.sipc.org.

Check the background of LevelX Capital LLC on FINRA's BrokerCheck.

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