Private Investment Opportunities
Private investments, reviewed by our investment bankers
Pre-IPO shares, secondaries and special situations, from early to late stage. The Merisis investment banking team reviews and prices each opportunity before we present it.
What they are
Bought and sold over the counter
Private investment opportunities are bought and sold over the counter, outside an exchange. They are less liquid than listed investments, so investors expect additional compensation for that. Buying and selling takes longer.
From early to late stage
Three routes
- 01
Early stage, Pre-Series A to Series B
Through the Merisis Opportunities Fund, alongside leading institutional investors.
- 02
Growth and pre-IPO
Through secondaries in companies backed by large institutions and family offices.
- 03
Special situations
Through structures built for a specific transaction.
How we source
Our process
- 01
Select
Many transactions pass through the Merisis Group. We select a few.
- 02
Review
Our investment bankers and product team examine the company and the terms.
- 03
Price
We test the valuation before presenting it.
- 04
Present
We present opportunities that fit your profile, and explain the terms.
Risks
Risks to consider
Private investments can be difficult to sell, valuations are uncertain, lock-ins are common, and capital can be lost.
Next step
Get a clear view of where you stand
A 30-minute call with a Merisis advisor about your goals.
- A response within one business day
- One advisor who knows your situation
- AMFI registered distributor, ARN 220145