Investing in Unlisted Companies: What's the deal? - Capitalmind Podcast

India on Player FM

In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We’ll cover key topics such as:

• What exactly are unlisted and private securities?
• How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets?
• Who can you sell these securities to, and what about corporate governance risks? Are these investments or just consumption in disguise?
• We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments.
• Whether you're considering investing in a friend's business or a pre-IPO startup like Swiggy, this episode will help you navigate the complex world of private markets.

Don’t miss out! Send your ideas for future episodes to [e-mail], and if you're ready to invest with us, visit capitalmind.in to learn more about our PMS service.

00:00 Welcome to the Capital Mind Podcast 00:37 Introduction to Unlisted and Private Securities 04:27 Private vs Public Limited Companies 07:32 Valuing Unlisted Companies 09:26 Complexities of Cap Tables 21:31 Exit Strategies for Unlisted Securities 41:19 The Impact of Swiggy and Zomato on Restaurants 42:57 Investment Opportunities in Unlisted Companies 44:01 Shenanigans in Private and Public Markets 44:49 Case Studies: Byju's and FarmEasy 49:22 The Role of Venture Capitalists 01:05:00 Strategic Investments and Their Impact 01:07:30 Challenges of Investing in Unlisted Companies 01:24:03 The Future of Private Investments 01:24:49 Conclusion and Final Thoughts