How to Invest in SPVs

Research Private Companies on the “Companies” Page

Here you will find a list of the largest private companies with company valuations, news and research available

View “Prospective Offerings” to Indicate Interest

The "Prospective Offering" section will have a list of possible upcoming private company SPV offerings. Here you can enter a non-binding Indication of Interest (“IOI”) - please see FAQ, "What is an Indication of Interest," for more detail - if you are interested in an investment in this private company SPV should it become available. If the offering does become available, you will be notified and can then invest. IOIs are non-binding and help our partner gauge our clients' interest in specific private companies and help guide which private company SPV investments they should make available. They are non-binding and you may choose not to invest

What is an Indication of Interest?

An Indication of Interest (“IOI”) is a non-binding expression of potential interest in investing in a specific private company. IOIs help gauge investor demand and prioritize sourcing efforts for specific companies. Submitting an IOI signals potential interest but does not obligate investors to invest when an opportunity becomes available.

Are IOIs binding commitments?

No, indications of interest are entirely non-binding. An IOI simply signals your potential interest in an investment opportunity if it becomes available at terms that meet your criteria. You maintain complete flexibility to evaluate the formal offering and make your final investment decision when a deal goes live.

What happens if I submit an IOI but don't invest?

There are no consequences for submitting an IOI and subsequently deciding not to invest. IOIs are used purely for demand assessment and deal prioritization. Your investment decisions remain entirely at your discretion when formal opportunities become available. However, we would ask that you only submit IOIs for offerings that you are genuinely interested in and likely to make an investment in.

View “Live Offerings” to Invest in available investment offerings

The "Live Offering" section will have a list of all available private company SPVs currently on offer. By clicking into a specific live offering, you can review offering documents and submit an order. Investment documents are available with specifics on the offering and must be reviewed before submitting an order. You will be asked to review documents and e-sign as part of the order submission process. Unlike IOIs, orders are binding and not cancellable. You need to have settled cash in your account in the amount of your order and funds will be locked up until the offering is closed or cancelled.

Once the SPV is fully subscribed, your order will be processed, funds deducted from your account, and your Private Markets investment will show up in your brokerage account.