Plaid

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Interested in learning more about exclusive pre-IPO investments? Contact our team to start exploring opportunities in technology-driven markets.

Our network of third party funds are only available for accredited investors, the SEC defines an accredited investor as:

Financial Criteria

Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication. The SEC defines an accredited investor as:
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 for the current year.

Professional Criteria

Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82).
Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
Any “family client” of a “family office” that qualifies as an accredited investor.
For investments in a private fund, “knowledgeable employees” of the fund.

Investment opportunities posted on this website are “private placements” that are not publicly traded and are subject to holding period requirements, only intended for investors who do not need a liquid investment. Investing in private companies may be considered highly speculative and involves a high degree of risk, including the risk of substantial loss of investment. Please consult your financial advisor before making any investment decisions. Investors must be able to afford the loss of their entire investment. Private shares offered for sale are offered at a premium to their current valuations.

Here's a quick summary of our process:

After you complete your onboarding call, one of our Private Equity Funds will send out PPM's, Schedules, and SEC filings to help assist you in due diligence, we strongly encourage you to share our contact information and schedule a call with us and your Financial Advisor or CPA once your due diligence period begins for any clarity and suitability questions you may have.

Please view our SEC filings below:

SEC Filings SEC Filings X SEC Filings XI SEC Filings XV

SEC filings are not considered registrations, licenses or supervisions by the SEC, statements have not been approved or validated by the SEC, we are not a registered broker dealer, we are a series of Private Equity/Venture Capital funds that purchase private share interests using our network of third party funds, please contact your Financial Advisor for projections and suitability prior to investing.

All PPM's, schedules and SEC filings are sent after your onboarding call, we do not provide financial advice or projections, we are a technology platform that gives Accredited retail investors access to Private Equity, look at us as the Amazon of Private Equity, we simply provide you a platform to purchase private shares and deliver them to the Broker dealer of your choice, we are not a registered broker dealer.

Members are purchasing ownership interests in a fund that purchases private shares through interests in other third party private equity or venture capital funds, we do not purchase shares directly from the underlying private companies or their employees, Funds are structured as SPV entities, ( A special-purpose vehicle (SPV) is a legal entity that allows multiple investors to pool their capital and make an investment in a single company.

Please take some time to educate yourself on how Private Equity works prior to your onboarding call. Please contact your Financial Advisor for suitability, projections and financial advice as we do NOT provide any of the above, we are a technology platform that gives Accredited retail investors access to Private Equity thru or network of funds.

Private shares offered for sale are offered at a premium to their current valuations.

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Here's a quick summary of our process: