Are you an employee or early investor looking for a liquidity event pre IPO? Are you sitting on pool of vested stock options and need to diversify or de-risk your portfolio but don't know where to start? We've been there.
While the excitement of holding stock options in a promising startup can be hard to resist, it's good to remember that the road to an IPO is often unpredictable. Even if your belief is that the enterprise value could continue upward, searching for liquidity in the secondary market pre-IPO is a strategic decision. The valuation peak in 2021 and its aftermath is a reminder that market corrections are part of the journey.
Taking partial liquidity now allows you to diversify, de-risk your portfolio, and lock in value at a time when markets are still favorable. By participating in the secondary market, you’re not abandoning belief in the company’s growth potential - but simply making sure your financial future remains balanced, regardless of market volatility.
Ultimately, accessing liquidity pre-IPO is about being proactive and strategic with your financial goals. Holding on to everything can leave you exposed to risks outside of your control. Taking a measured approach today could provide you with more freedom to capitalize on future opportunities, all while safeguarding your hard-earned equity.
X North have the experience and expertise needed to facilitate transactions in the private markets. With our strong network of Sellers and Buyers, X North can help both in brokering your exit and in finding your next investment opportunity.
