INVESTOEDGE

📊 Launch of Unlisted-Share ETFs & Index Funds Summary: The next frontier: ETFs tracking baskets of private-company shares. Learn how unlisted-share index products are packaged to offer liquidity, diversification, and low­-cost access. 1. Why Unlisted-Share ETFs? By bundling pre-IPO and late-stage private-company equity, ETFs provide instant diversification and tradability on public exchanges.10 2. Structure & […]

💰 Rise of Private-Debt Funds in the Unlisted Market Summary: As interest rates climb, private-debt funds are attracting capital away from equity. Discover why unlisted debt instruments—from NBFC bonds to structured notes—are becoming a compelling diversification tool. 1. Yield Advantage Over Public Debt Private-debt yields of 12–15% outpace corporate bond yields (7–9%) on public exchanges.6

🌱 Impact & ESG Investing via Unlisted Shares Summary: Beyond returns, many investors seek social and environmental impact. Explore how to vet unlisted companies on ESG metrics and tap impact-focused private deals. 1. Defining ESG Criteria E: Carbon footprint, waste management S: Labor practices, community engagement G: Board diversity, governance standards 2. Sourcing Impact Deals

💼 Co-Investment Vehicles & Syndicates in Unlisted Equity Summary: Investing alongside VCs or in angel syndicates lets you access bigger deals and tap expertise. Discover structures (SPVs, fund-of-one), economics, and how to join high-quality syndicates. 1. SPV Structures Explained Special Purpose Vehicles pool multiple investors into one entity—simplifies cap-table and dilution tracking. 2. Economics &

⚖️ Tax & Regulatory Pitfalls in Unlisted Share Investing Summary: Unlisted‐share gains can trigger complex tax and compliance rules. Avoid surprises—from stamp duty on share transfers to capital gains slabs and disclosure requirements. 1. Stamp Duty & Transfer Charges Every state levies stamp duty (0.1–0.5%) on share-transfer agreements—factor into your total cost. 2. Capital Gains

🚀 How to Build a Diversified Unlisted Shares Portfolio Summary: Unlisted equity can deliver outsized returns, but concentration risk is real. Learn to spread your bets across sectors, stages (pre-IPO vs buy-out), and liquidity profiles to smooth volatility and capture growth. 1. Why Diversification Matters A single startup can skyrocket—or implode. By holding 8–12 names

🔎 Sector Spotlight: Unlisted Fintech Companies to Watch Summary: Fintech remains a top unlisted-share theme. From digital lending to wealthtech, here are five high-momentum private fintechs and what makes them stand out. 1. Digital Lending Disruptors Early players in SMB lending with 80–100% YoY AUM growth—large addressable market and tech moats. 2. Neo-Wealth & Robo-Advisors

❌ Top 5 Mistakes to Avoid When Investing in Unlisted Shares Summary: Unlisted equities can be lucrative—but pitfalls abound. Here are the five most common mistakes and how to sidestep them. 👍 1. Skipping Thorough Due Diligence Don’t rely solely on pitch decks. Dive into financials, legal docs, and competitive analysis first. 2. Overpaying on

📝 Due Diligence Checklist When Investing in Unlisted Shares Summary: Before you commit capital to a private company, run through these eight essential due-diligence steps to safeguard your investment. 1. Corporate Documents Review Articles of Association, board resolutions, share-subscription agreements, and key contracts. 2. Financial Statements Audit the last 3 years of P&L, balance sheets,

🧮 How to Value Unlisted Shares: Top Four Methods Explained Summary: Placing the right price on unlisted equity is part art, part science. Here are four core valuation techniques—when to use each, and their pros & cons. 1. Discounted Cash Flow (DCF) Forecast future free cash flows and discount at a rate reflecting both business