How Insiders diversify with Private Capital
An introduction to how the wealthy build portfolios using private market assets.
Jake @ Equifund
April 26, 2023
Over the past few issues, I’ve focused our investor education content on how to use basic corporate finance principles to start managing your short term cash flow needs and reduce portfolio drag.
But once you’ve captured all of those easy wins, and you’ve done what yo//u can to improve cash flow and credit metrics…
Now we can get into the “fun part,” where we start to look at deals, make investments, and manage our portfolio.
Let’s dive in,
Jake Hoffberg
P.S. We appreciate that for many people, their life savings is not a game.
However, we choose to present our investor education as a game, because the purpose of games is to develop key skill sets you can use in the real world (and hopefully have fun along the way).
As a reminder, securities sold under Reg CF, Reg A, and Reg D are often considered high risk and speculative in nature. Please do not invest funds you cannot afford to lose, or otherwise need immediate access to.