Who Can Invest in an IPO?

The world of investing includes individual investors from many different walks of life, all with different opinions of what to invest in and all with varying levels of risk tolerance. There is one thing that most investors tend to hold in common though, the desire to make money on their investments. While any investment has risks, IPOs are attractive as a ground floor opportunity to purchase shares at the initial offering price . The desire to participate at the initial

4 Things to Know Before You Invest in Your First IPO

Initial public offerings have long been the domain of the wealthy and institutional investors, but the Internet is starting to level the playing field. Now more than ever, IPOs are accessible to regular investors who may not have hundreds of thousands of dollars to invest. While the rewards from an IPO can be fruitful long term—one only has to look to Amazon, Apple, and Google as examples—the road is also littered with those that flamed out once they started trading as

The Legacy of Loyal3

By: Scott Coyle, CEO There’s been plenty of chatter about Loyal3 shutting down operations and transitioning users off its platform. There’s been quite a bit of vitriol as well, so we thought we’d comment on this news. You see, Loyal3 was not successful with their particular model of fee-free brokerage, but they did prove something, and they were, at least in part, trying to solve an important problem in the public markets. Specifically, Loyal3 showed that IPOs could be offered to everyday

Outlook for IPOs in 2017 and Beyond

By: Scott Coyle, CEO The IPO market is cyclical. Fluctuations in the supply/demand ratio of deals and megadeals in the pipeline are influenced by a myriad of factors, including stock market stability, regulatory changes and global economic and political shifts. Last year was particularly punishing for the IPO market. For mature startups on the cusp of going public in late 2015 and 2016, staying private longer was an attractive option due to a still-shaky stock market, policies that make it tougher and

5 Things to Know About Secondary Offerings

Most Retail Investors don’t know about, or at least have never participated in a Secondary Offering. Similar to an Initial Public Offering, a Secondary Offering, also called a Follow-on Offering, is when an already public company registers additional shares for sale in the public market. A spot offering is when a block of already registered shares becomes available. Secondary Offering proceeds can be used to fund operations, make an acquisition, or pay off debt. Sometimes a large shareholder is liquidating

Former U.S. Attorney General and TAG Holdings, LLC Joins Our Advisory Board

By: Scott Coyle, CEO Like many others who are familiar with IPOs, I firmly believe that the industry needs to evolve. While IPOs offer a clear path to capital to help companies grow and have long been revered as one of the most important business milestones, only a handful of companies with billion-dollar market valuations make headlines. Many people don’t realize that there are hundreds of IPOs and Secondary Offerings on the table each year – and that access as an

ClickIPO Brings Access to IPO and Secondary Offerings to Retail Investors

A company’s Initial Public Offering (IPO) marks a major milestone in the evolution of its business. Despite their prestige and the media buzz that large IPOs generate, they often don’t mean all that much to mainstream retail investors since the lion’s share of the allocation, approximately 80%, goes to institutional investors. The remaining shares, approximately 20%, are allocated to well-connected individual investors and hedge funds. A recent CrowdFund Beat article points to two barriers that have prevented small retail