The most expensive mistakes in pre-IPO are not being wrong on the business — they are being right on the business but wrong on share class, transfer mechanics or counterparty. A structured manual ensures every opportunity is evaluated on the same checklist.
Opportunity triage, business quality, share-class and cap-table verification, counterparty and documentation review, pricing and suitability under sections 708 and 761G, post-trade custody inside the platform, and exit planning from entry.
This process governs every name on the IPO Index, including SpaceX, OpenAI, Stripe, Anthropic, Revolut, Kraken and Groq.
IPO Index Investor Platform IPO & Pre-IPO Service Pre-IPO Due Diligence (Overview) Australian Private Market Trends Private Equity Access All Insights