Sep 11, 2024
In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We’ll cover key topics such as:
- What exactly are unlisted and private securities?
- How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets?
- Who can you sell these securities to, and what about corporate
governance risks?
Are these investments or just consumption in disguise? - We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments.
- Whether you're considering investing in a friend's business or a pre-IPO startup like Swiggy, this episode will help you navigate the complex world of private markets.
Don’t miss out! Send your ideas for future episodes to podcast@capitalmind.in, and if you're ready to invest with us, visit capitalmind.in to learn more about our PMS service.
00:00 Welcome
to the Capital Mind Podcast
00:37
Introduction to Unlisted and Private Securities
04:27 Private
vs Public Limited Companies
07:32 Valuing
Unlisted Companies
09:26
Complexities of Cap Tables
21:31 Exit
Strategies for Unlisted Securities
41:19 The
Impact of Swiggy and Zomato on Restaurants
42:57
Investment Opportunities in Unlisted Companies
44:01
Shenanigans in Private and Public Markets
44:49 Case
Studies: Byju's and FarmEasy
49:22 The Role
of Venture Capitalists
01:05:00
Strategic Investments and Their Impact
01:07:30
Challenges of Investing in Unlisted Companies
01:24:03 The
Future of Private Investments
01:24:49
Conclusion and Final Thoughts