All our unlisted shares investments are executed through UnlistedBull, a company powered by I Cap Financial Services. Established with the mission to simplify and optimize pre-IPO investments, UnlistedBull offers:
Unlisted shares represent ownership in companies whose shares are not traded on recognised stock exchanges. These may include established private businesses, growing companies and businesses that may consider a public listing in the future.
For High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), unlisted shares can offer exposure to private companies beyond traditional listed equity investments. However, these investments require careful evaluation of company fundamentals, valuation, liquidity and potential risks.
Unlisted share transactions involve buying or selling shares of companies outside the regular stock exchange trading mechanism. The availability of shares, transaction process and applicable requirements can vary depending on the company and the transaction.
Before considering an investment, investors should understand the company’s business model, financial position, ownership structure and available information.
Company Fundamentals
Review the company’s business model, revenue profile, financial performance, competitive position and growth strategy.
Valuation of Unlisted Shares
Unlike listed stocks, unlisted shares may not have a continuously available market price. Investors should understand the basis of valuation and the assumptions used to assess the company’s worth.
Liquidity Considerations
Unlisted shares may be difficult to sell compared with exchange-traded securities. The availability of buyers and possible exit timelines can vary.
Pre-IPO Investment Potential
Some private companies may explore a future IPO. However, a proposed or anticipated listing is not guaranteed, and the timing and outcome can change.
Investment Risk
Private company investments can involve business, valuation, regulatory and liquidity risks. Investors should evaluate these factors before making an investment decision.
HNI and UHNI investors may consider unlisted shares as one component of a diversified investment portfolio. Such investments can provide exposure to businesses at different stages of development, but they should be evaluated in relation to the investor’s overall asset allocation, liquidity requirements and risk appetite.
A considered approach to pre-IPO investment involves understanding both the potential opportunity and the limitations of investing in privately held companies.
Unlisted shares are shares of companies that are not traded on recognised stock exchanges. They may be held or transacted through applicable off-market processes, subject to relevant regulations.
A pre-IPO investment involves investing in a company before it launches its Initial Public Offering (IPO). A future IPO is not assured, and investors should assess the company’s fundamentals and investment risks.
Unlisted shares may be considered by HNI investors who understand the risks associated with private company investments, including valuation uncertainty and limited liquidity. Suitability depends on individual financial circumstances.
UHNI investors should evaluate company fundamentals, financial information, valuation, ownership structure, transaction terms, liquidity and potential exit options.
No. Unlisted shares generally have limited liquidity compared with listed shares. Selling may depend on buyer availability, company-specific conditions and applicable regulations.
No. A company’s future listing and post-listing performance are uncertain. There is no guarantee of an IPO, listing timeline or investment return.
Listed shares trade on recognised stock exchanges, where market prices and trading activity are generally available. Unlisted shares are not traded on these exchanges and may involve different valuation and liquidity considerations.
A group of passionate, experienced traders started the firm in 2014 with an experience of 15 years in stock market seeing the ups and downs of the market.