Private Investing 101
A Quick-Start Guide to First Stage Investor
ABOUT FIRST STAGE INVESTOR:
We are one of the first research services to tap into the high-reward market of private startups.
Called equity crowdfunding for short, this form of investing focuses on companies that are just starting out. The shares they offer are private and limited in number. That means that once you’ve bought them, you have to hang on to them for several years.
But the fun part? That’s seeing the value of your shares grow from year to year.
WHAT YOU’RE GETTING:
First and foremost, you’ll receive a monthly newsletter that will have one or two comprehensively researched deals recommended to you. We’ll tell you exactly how to invest in these deals, step by step. You’ll also get First Stage Investor portfolio updates on the companies we’ve already recommended, plus reports on the latest technology and fundraising trends… and tips on how to get in on the best deals.
You’re also entitled to First Stage Blasts. These feature urgent opportunities that can’t wait until the next newsletter – such as if we see a startup opportunity where the investing deadline is right around the corner.
Finally, you’ll have access to special reports either written by us or by other experts we know and trust.
THE NEW CROWD EQUITY RULES:
The new startup investing rules open the door for everybody to invest in these companies’ early stages. One new rule, called Title 3, lets businesses raise up to a million dollars from you. The round is very early – usually their first attempts at raising money from strangers.
Another rule, Regulation A+, lets companies raise up to $50 million from you. Since this round comes later, a startup’s development is expected to be further along.
HOW MUCH YOU NEED TO INVEST:
Depending on a startup’s guidelines, you can put in as little as $100 per deal. The minimums will vary, but it’s doubtful they’ll be over $1,000.
HOW TO INVEST:
Do you have to invest in every recommendation? No, you don’t. We’ll be giving you the “best of the best” deals we see. And believe me, we’ll be covering 99.9% of the ones available to you.
But maybe you don’t have enough money to invest in every single opportunity. In that case, no problem.
Or maybe you just want to invest in the companies operating in industries you’re familiar with. That’s understandable, too. Whatever the reason, you’re allowed to pick and choose.
As for how many companies you should collect over a year’s time, the answer again is “whatever you’re comfortable with.” But the general rule is the more, the better. So if you can do 10 a year, that’s great. Fewer than 10 a year is also fine, but you should really try to invest in more than a handful.
ALL IT TAKES IS ONE BIG WINNER:
Why is it better to have more? Because all it takes is one big winner to really make a difference in your life. And the more companies in your portfolio, the better your odds of owning the shares of a big (as in REALLY BIG) winner.
REQUIRED INCOME TO INVEST IN THESE STARTUPS:
You don’t need a certain level of income in order to take advantage of these opportunities. Anybody can invest here.
But you will be limited to investing only a certain percentage of your income. The portals you’ll be investing through will spell out the details (and this article explains why).
YOU CAN’T USE YOUR BROKER:
You’ll be investing through online portals, not through brokers or brokerage firms. But the portals will be just as helpful as a broker. If you run into problems, they’ll be able to help you out.
ABOUT YOUR EDITORS:
Andy Gordon and Adam Sharp have 40 years of experience in startup investing between them. Together, they’ve recommended or invested in nearly 100 such companies.
They have deep roots in the startup investing community, and they personally know the people running the portals you’ll be investing through.
You’re in good hands with Andy and Adam.
THREE FREE REPORTS – THREE EXCEPTIONAL STARTUPS:
If you want to get started right away – and why wouldn’t you? – we’ve given you three exceptional startup investment opportunities. As soon as we find out more information on BrewDog, we’ll give you all the information you need to know to invest in it.
In the meantime, you’ll be able to find the other two companies on SeedInvest (seedinvest.com):
- You can find 8Tracks by clicking right here or going to https://www.seedinvest.com/8tracks/series.a. The minimum investment is $99.
- You can find Virtuix by clicking right here or going to https://www.seedinvest.com/virtuix/series.a. Its minimum investment is $998. You can invest more than that, but you can’t invest less.
Before you make your investment, you will have to sign up with SeedInvest. Either go to www.seedinvest.com and click on “Sign Up,” or go directly to the signup page by clicking right here.
Just follow the directions. The process will only take you a few minutes.
Remember: You want to start building a big portfolio. So don’t spend all of your savings on the first one, two or three companies you invest in!
For example, if you have $10,000 to spend on startups, and you’d like to invest in about 10 companies during the following 12 months, you’ll want to spend an average of $1,000 per business. And you can begin by investing $1,000 in each of the three startups recommended in our free reports.
Or, as another example, suppose you want to spend $1,500 on Virtuix. You could then choose to invest $500 in 8Tracks and $1,000 in BrewDog.
QUESTIONS ABOUT YOUR SUBSCRIPTION:
If you have any questions, give us a call. You can reach us at 877.653.9118 (toll-free) or 443.353.4345 Monday through Friday, 9 a.m. to 5 p.m. EST.