Exclusive Services
Pre-IPO, Growth-Stage
& SEC-Regulated SPV
Investments
Investment Focus
Cahill Financial Group (CFG) offers exclusive pre-IPO, growth-stage, and SEC-regulated SPV investments.
With a focus on AI, fintech, and real estate, we provide diversified, high-potential opportunities with transparency and risk mitigation.
Our investment strategies are designed to maximize returns while minimizing risks, ensuring secure and transparent capital growth for our clients.
Early & Growth-Stage Investments
We invest in visionary startups with scalable models, ensuring high-potential opportunities that drive long-term value and industry disruption.
Late-Stage & Pre-IPO Investments
CFG identifies and invests in high-growth companies nearing IPO, giving investors exclusive access to pre-public opportunities and maximizing returns.
SEC-Regulated SPVs
CFG structures Special Purpose Vehicles (SPVs) to pool investor capital, offering diversified exposure to exclusive deals while ensuring compliance and transparency.
Strategic Industry Partnerships
We collaborate with AI, fintech, and real estate innovators to unlock new investment opportunities and drive market-leading innovation.
Investment Vehicles
Cahill Financial Group offers innovative investment vehicles designed to maximize returns while minimizing risk.
Our approach ensures stability, adaptability, and long-term wealth creation in an ever-evolving market.
Basket Investment Stack (BIS)
A diversified investment approach that mitigates risks by selecting high-potential companies across industries, ensuring stable and lucrative returns. This investment vehicle allows investors to spread their capital across multiple sectors, reducing the impact of fluctuations in any single company or industry.
Key benefits:
- Exposure to multiple industries for enhanced stability.
- Active management for optimized portfolio performance.
- Focused on resilience to market shifts and economic downturns.
AI Investment Stack (AIS)
Leverages AI technologies such as predictive analytics and algorithmic trading to navigate market trends effectively. Our AI-driven investment model helps identify lucrative opportunities by analyzing massive datasets and market movements in real-time.
Core advantages:
- AI-powered insights for smarter decision-making.
- Real-time adaptation to market trends.
- Investment in innovative AI startups and established tech firms.
Catered Individual Options (CIO)
Personalized investment strategies tailored to individual investor preferences, ensuring optimal returns aligned with specific financial goals. Investors can customize their portfolios based on their risk appetite, sector interests, and long-term objectives.
Features:
- Direct selection of investment opportunities.
- Due diligence support from CFG’s expert analysts.
- Long-term wealth-building with reduced exposure to market volatility.
Risk Mitigation & Transparency
CFG employs advanced risk assessment strategies to ensure investor protection and growth. Our proactive approach includes:
- No maintenance fees: Every dollar invested works directly for you.
- Transparency in transactions: Clear and structured investment roadmaps.
- Investor-driven decision-making: Your goals shape our strategies.
Management Fees
- No initial maintenance fees.
- Minimal cost before public offering to cover overheads.
- 20% fee only upon profits post-public offering.
FAQ
What is the secondary market?
The secondary market is where original shareholders of private, venture-backed companies (such as employees, ex-employees, and early investors) sell their shares to investors in exchange for liquidity.
Unlike primary issuances, where the company benefits from the capital raised, secondary trades provide proceeds directly to the selling shareholder. These transactions are often referred to as “pre-IPO” trades, as they may coincide with the last private funding round before a company’s public offering.
Why are secondary market transactions increasing?
Many technology companies are delaying their IPOs due to the high costs of going public and the pressures of short-term earnings expectations. As a result, venture-backed companies now often reach valuations of $1B or even $10B before going public, reducing upside potential for public investors. In the late 1990s, tech companies typically IPO’d within four years, whereas today, it takes more than a decade on average.
Why do shareholders seek liquidity before an IPO?
Early investors and employees of high-growth private companies may seek liquidity for various reasons. For example, a venture capital firm may want to return capital to limited partners ahead of launching a new fund, or an early employee may need funds for a significant life event, such as purchasing a home. These shareholders often find themselves “paper-rich but cash-poor,” as their shares appreciate in value but remain illiquid.
How does Acuity Partners facilitate secondary transactions?
Acuity Partners serves as an intermediary, connecting shareholders who seek liquidity with investors eager to gain exposure to successful, late-stage private companies. Given the complex and fragmented nature of the pre-IPO market, Acuity assists in matching buyers and sellers, structuring transactions, providing market insights, and facilitating the transfer process.
Who are the investors in the secondary market?
A growing segment of high-net-worth individuals, family offices, hedge funds, and sovereign wealth funds are recognizing the opportunity to invest in pre-IPO companies at reasonable valuations. These investors aim to access value creation that historically took place after a company went public but now happens predominantly in the private markets.
How are investments structured?
Investors typically become Members of a Series LLC or a Single Purpose Vehicle (SPV) that acquires a specific company’s shares. Acuity Partners manages these entities, ensuring each Series remains separate from others. The minimum and maximum investment amounts vary by deal and are determined at the discretion of the Managing Member.
How is pricing determined for secondary transactions?
While primary market pricing is set by investors participating in financing events, secondary market pricing is generally based on the most recent funding round. The price paid by the latest investors serves as a reference for secondary transactions.
What happens when an invested company goes public?
If a company you have invested in completes an IPO, your shares will typically be restricted from sale for 180 days. After this lock-up period, Acuity Partners will register the shares in your name and transfer them to your chosen brokerage account. This process typically takes two to four weeks.
How does due diligence work in the secondary market?
Since these are private companies, Acuity Partners does not have access to proprietary financials, business plans, or investor presentations. Our insights are derived solely from publicly available data and the due diligence conducted by the most recent investors in the company.