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Can I sell my position before the deal exits?

Sometimes. Secondary markets exist, but finding a buyer is not guaranteed. Transfers typically take 30–90 days due to ROFR and company approval requirements.

Selling your position in a private investment before the deal exits is called a "secondary sale." It's possible in some cases, but not guaranteed.

How secondary sales work:

  1. Find a buyer: You need someone willing to purchase your shares at an agreed price. Wealt may facilitate introductions, but there's no active exchange.

  2. Company approval: Most private companies reserve the right to approve or block share transfers

  3. ROFR (Right of First Refusal): The company or existing investors may have the right to match the buyer's offer and purchase your shares instead.

  4. Legal transfer: Once approved, the legal transfer of SPV interests is processed. This typically takes 30–90 days.

Key considerations:

  • Price: You may need to sell at a discount to the last known valuation.

  • Timing: The process is slow - plan for 2–3 months from start to finish.

  • Not all deals allow secondaries: Some SPV agreements restrict transfers entirely for a period (e.g., 12 months after investment).

Bottom line: Don't invest expecting to sell early. Treat every private investment as illiquid until an exit event.

We’re actively exploring secondary market capabilities to provide investors with greater liquidity and flexibility over time. While our current focus is on delivering a secure and compliant primary investment experience, enabling secondary transactions is an important part of our long-term roadmap.

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