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

Can I sell my position before the deal exits?

Yes. Via ROFR or direct approval rights. Companies can refuse transfers for any reason (or no reason). This is standard in private markets, not a Wealt restriction.

Can the company that I register my interest in block my transfer?

Most deals lock up your money for 3–10 years on average. You can't withdraw early like you can from a savings account. Secondary markets exist, but liquidity is limited.

How long is my capital locked up?

No. Private investments are not bank deposits and are not covered by deposit protection schemes (FSCS, FDIC). Your capital is at risk, and you could lose your entire investment.

Is my money protected like it is in a bank?

Private investments may generate taxable events when you receive distributions (capital gains tax) and annually via K-1 tax forms from the SPV. Tax treatment varies by jurisdiction.

What are the tax implications of private investments?

You'll receive quarterly updates (when available from the company), annual K-1 tax forms, and notifications about material events like new funding rounds, exits, or status changes.

What disclosure and financial information will I receive from portfolio companies?

If the company goes bankrupt, you lose your investment. The SPV structure provides legal protection (your liability is limited to your investment amount), but it doesn't prevent loss.

What happens if the company I invest in fails?

ROFR is a legal right that allows the company (or existing investors) to buy your shares before you can sell to a third party. This can slow, alter, or completely…

What is ROFR (Right of First Refusal)?

An exit is when you get your money back (plus any returns). The three main exit types are: IPO (company goes public), acquisition (another company buys it), and secondary sale…

What is an exit (IPO, acquisition, secondary sale)?

Dilution happens when a company issues new shares (usually during a funding round), which reduces the percentage of the company you own — even though the value of your shares…

What is dilution, and how does it affect my investment?

Private equity historically returns 10–25% annually, but it's highly variable. Startups can return 0x (total loss) or 10x+. Real estate might return 8–15%. There's no guarantee.

What returns can I expect from private investments?

All private investments carry risk: total loss, illiquidity, company failure, regulatory changes, fraud. You could lose your entire investment. Only invest what you can afford to lose.

What risks am I taking when I invest?

Public markets (stocks, bonds) trade daily on exchanges with transparent pricing. Private markets have no daily prices, limited liquidity, and require accreditation. Higher risk, potentially higher returns.

What's the difference between public and private markets?

What private investing means in practice: lock-ups, dilution, exits, and risk.

Private Markets & Risks

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