The level of information you receive depends on the stage and type of company you've invested in. Private companies are not required to publish financial reports like public companies.
What Wealt provides?
• Investment memo (at deal stage): Detailed company analysis including business model, financials, market opportunity, team, and risks
• Quarterly updates: When available from the portfolio company - performance metrics, milestones, and material news
• Valuation updates: Quarterly mark-to-market based on latest funding round, 409A valuation, or comparable data
• Annual K-1 tax forms: Your share of SPV income/losses for tax filing
• Event-driven notifications: New funding rounds, exit announcements, distribution notices
What to expect by company stage?
Unlike public companies, private companies are not legally required to share financial details with investors. The level of transparency varies by company. Wealt encourages portfolio companies to provide quarterly updates, but we cannot guarantee the frequency or depth of reporting.