Actively Managed Pre-IPO Portfolio
Pre-IPO investing is when you invest in a private company before its initial public offering (IPO). An IPO is when a company’s shares trade on a public market for the first time. Pre-IPO shares are not available to everyone. In the past, pre-IPO investing was limited to accredited investors, private equity firms, hedge funds and a few other groups.
Strattners is an accredited investor and invests capital on behalf of its clients into Pre-IPO opportunities under a standard fund manager model providing clients access to a strong pipeline of transactions.
We charge an industry average management and performance fee with no upfront fees. Flexibility is key for our clients. There a no lengthy lock up periods or exit fees.
Our clients benefit from timely analysis and fast placement ability. We go through all the IPO candidates and decide on the ones that present a good opportunity according to our research. We are making a commitment to companies that are in the book building process and weeks away from listing.
Wall Street Firms call us to arrange to speak to management of companies about to have their IPO date. We get into the positions right before the IPO day.
Sometimes companies are very successful during their IPO and register follow-on offerings that provide additional opportunities to our clients.