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Fintech Series-Investing in Private Companies: Valuations and Deal Flow

Oct 14, 2021 7:00 pm 9:00 pm

The supply of publicly trading company stock is only half what it was in 1980. High growth companies are delaying going public and many choose to be acquired rather than listing on public exchanges. Therefore, the investing opportunity is with private companies in the growth stage. Under the Securities Act of 1933, the offer and sale of securities must be registered unless an exemption from registration is available. With Reg D, Reg A, Reg CrowdFunding, and Reg A+ investors can access private company investment without starting a venture or seed capital fund.

How does one go about valuing a private company in the growth stage? Making intelligent investments involves understanding risk and evaluating whether pricing is fair just as in public companies. Sourcing deal flow and evaluating investments include objective measures as well as artful decisions. Additionally, the offering of private securities is available through distinct channels. Private companies seeking capital pitch to audiences of potential investors; platforms list and offer companies seeking equity crowdfunding.

Our panel of two fintech investors plus a company founded by a CFALA member, that just completed a Series B fundraise, will highlight the opportunities in private investing plus how to find and evaluate deals.

Breakout room discussions follow for networking and attendee questions.

Free CFANC Members Use Discount Code: 21FintechNC

CFA Society Los Angeles