Most of the wealth generated by today's iconic listed companies was created while they were still private. Pre-IPO equity gives Scott's wholesale clients access to that pre-listing value-creation, companies in the last few years before a liquidity event, at valuations institutional capital can transact at but retail platforms cannot reach.
Equity positions in late-stage private companies preparing for liquidity, IPO, secondary, or strategic sale. These are typically venture-backed businesses that have grown beyond venture stage, have material revenue and a defensible market position, and are 1–4 years from a listing event.
Companies are staying private longer. Approved pre-IPO strategies on Scott's APL have annualised returns in the 30%+ range since inception, with target portfolios generating 25–30%+ IRRs from a diversified book of late-stage names. For sophisticated and wholesale clients, a measured allocation can lift overall expected return without overwhelming the plan.
Through institutional pre-IPO and private-shares funds on BGW's APL, vehicles that have negotiated direct access to late-stage private companies and offer Australian wholesale investors a way in. Allocations are sized inside a broader financial plan and matched against the client's liquidity needs and time horizon.
Some approved pre-IPO strategies offer monthly liquidity through periodic tender programs; most pure-private vehicles are illiquid until exit events. Risks include valuation mark-downs, delayed IPO windows, single-company concentration, and dilution. These strategies are restricted to wholesale or sophisticated investors.
Scott will tell you straight. Whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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