LESS GUESSWORK. BETTER QUESTIONS.

Know the investment behind the name.

Which part of a private-company investment do you want to understand? These educational tools help you prepare; they do not assess eligibility, verify an offer, or make recommendations.

YOUR STARTING POINT

Know the investment behind the name

Which part of a private-company investment do you want to understand?

QUESTIONS TO TAKE FORWARD

Direct shares and an interest in a special purpose vehicle can provide different rights. Ask who appears on the company’s shareholder register and what legal interest you receive.

Discuss my questions

Direct shares, funds, and SPVs: ask what you own

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Write down the full name of the legal issuerIdentify the security or vehicle interestRead the governing documentsAsk who controls voting and distributionsIdentify each fee layerConfirm what happens if the intended asset is not acquired

Editorial illustration of business owners reviewing documents together

TAKE THE NEXT STEP

Make room for a better-informed decision.

Discuss a company