Do you want to learn how to invest like a pro?

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Nov 24, 2020, 9:33:34 AM11/24/20
to Investment Newsgroup – A Hidden Gem for Investors
Buy " Pre" IPO shares.
That's where you buy shares in a company before they go public while they are private.  
This is how I do it. You can purchase IPO shares. from a third party company. You’ll be a member of an LLC that owns either the shares or the participation interests in the economic upside and downside of the shares.  

Where do I get these shares?
Selling shareholders are current and former employees, early investors, and advisors. They are typically selling only a portion of their holdings in order to 1) cover costs associated with exercising and paying taxes on the remainder of their shares 2) life events such as purchasing a home or preparing for a child and or to diversify their holdings.  

What kind of paperwork do I receive as an investor?
Most funds paperwork is similar to that of any fund investment but simpler. An investor would sign a Subscription Agreement, through which they would purchase an interest in the fund (company). In addition, an investor would also complete a W-9 (W-8 BEN for foreign investors) and Suitability form once. On an annual basis, Investors would receive a Schedule K-1 that updates them on their investment. All legal and financial documents are prepared with the involvement of outside counsel or accountants, as applicable.

How is my investment treated for tax purposes?
Your investment in most funds would be taxed like any other fund investment. Our network funds are taxed as partnerships, meaning that the fund’s gains and losses would pass through to its investors. Generally, if an investment is held for more than one year before its disposition, any income resulting from that investment would be taxed at the long-term capital gains rate. On an annual basis, Investors will receive a Schedule K-1 that updates them on their investment. Note: we are not tax experts and have provided this discussion for informational purposes only and not as personal tax advice. You should consult your tax advisors for guidance specific to your circumstances.

How long can I hold these shares?
Following an IPO lockup period, the funds you invested in can transfer the shares to your brokerage account for you to hold or sell at your preference. When can I expect the company I’m in investing in to go public or get acquired? We cannot guarantee an exit nor a timeline for any of your holdings. However, the majority of investment opportunities are companies that have received institutional financing and have a typical investment horizon of 2-5 years.

Do you want to learn how to invest like a pro?
Buy " Pre" IPO shares.  That's where you buy shares in a company before they go public while they are private.  Yes, I'm willing to get you in my exclusive investment club for free where I made $4000 on one trade.    If you want to do this DM me on Facebook... 
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