PEINVEST
Different approaches to private equity investing based on your goals, risk tolerance, and capital availability.
Target high-conviction positions in late-stage pre-IPO companies with strong fundamentals and clear path to liquidity.
Min. Investment
$100,000+
Time Horizon
3-7 years
Key Highlights
Build a diversified portfolio across multiple pre-IPO companies to reduce single-company risk while maintaining upside potential.
Min. Investment
$50,000+
Time Horizon
3-5 years
Key Highlights
Acquire LP interests in established PE/VC funds at discounts, benefiting from known portfolios and shorter holding periods.
Min. Investment
$500,000+
Time Horizon
5-10 years
Key Highlights
Invest through secondary fund managers (Coller, Lexington, etc.) for professional management and diversification.
Min. Investment
$50,000+
Time Horizon
5-7 years
Key Highlights
For startup employees: Finance option exercises through platforms like Equitybee to maintain equity exposure without personal capital.
Min. Investment
$10,000+
Time Horizon
2-5 years
Key Highlights
Focus on specific sectors (AI, Fintech, Healthcare) with tailwinds, building expertise in a focused area.
Min. Investment
$75,000+
Time Horizon
3-7 years
Key Highlights
For first-time investors, we recommend starting with a Secondary Fund Allocation strategy. This approach offers professional management, built-in diversification, and lower minimums compared to direct investments. Platforms like iCapital and CAIS provide access to institutional-quality secondary funds with minimums starting at $50,000.
Minimum investments vary significantly by platform and strategy. Entry-level options start around $10,000 on platforms like EquityZen, while more advanced strategies like LP Secondary typically require $500,000 or more. For effective diversification across multiple pre-IPO companies, plan for at least $50,000-$100,000 in total allocation.
Key risks include illiquidity (your capital may be locked for 5-10 years), valuation uncertainty, company failure, and dilution from future funding rounds. Unlike public markets, there's limited transparency and no guarantee of a liquidity event. You should only invest capital you can afford to lose entirely.
Holding periods vary by strategy: Pre-IPO investments typically require 3-7 years until a liquidity event (IPO or acquisition), while LP secondary positions may have 5-10 year horizons. Some secondary market platforms allow earlier exits, but at potentially significant discounts. Plan for multi-year commitments with limited liquidity.
Yes, most private equity platforms require accredited investor status under SEC regulations. This means either: (1) individual income over $200,000 (or $300,000 jointly) in the last two years, (2) net worth over $1 million excluding primary residence, or (3) certain professional certifications. Some platforms may accept qualified purchasers for larger investments.
Private equity investment strategies vary significantly in terms of risk, required capital, and expected returns. Whether you're interested in pre-IPO shares of high-growth technology companies or seeking exposure to established private equity funds through LP secondary markets, choosing the right strategy depends on your investment goals, risk tolerance, and available capital.
For accredited investors new to private markets, fund-based approaches like secondary fund allocation offer professional management and built-in diversification. More experienced investors may prefer direct pre-IPO positions in companies like SpaceX, Stripe, or Anthropic, which offer higher return potential but require deeper due diligence and longer holding periods.
The LP secondary market has grown substantially, reaching over $130 billion in annual transaction volume. This growth has created new opportunities for individual investors to access institutional-quality private equity exposure through platforms like Moonfare, CAIS, and iCapital. These platforms have democratized access to strategies previously available only to endowments and family offices.
Regardless of which strategy you choose, successful private equity investing requires patience, thorough research, and realistic expectations about liquidity and returns. Most private market investments require 3-10 year holding periods, and early exits often come at significant discounts to fair value.
These strategies are presented for educational purposes only and do not constitute investment advice. Private equity investments are highly speculative, illiquid, and suitable only for accredited investors who can afford to lose their entire investment. Past performance is not indicative of future results. Always consult with a qualified financial advisor before implementing any investment strategy.
Compare platforms to find the best fit for your chosen strategy.