01
The company and your participation
What the company does, who is structuring the transaction, and the specific stake or rights acquired under the contract.
SR Access - Unlisted Companies
Unlisted Companies
An unlisted company is one whose shares are not traded on a stock exchange. At SR Access, you can explore opportunities associated with these companies. We outline how to participate, the use of funds, and the contractual rights involved before you make any decision.
How it works
Key considerations
We provide an overview of the company, the transaction, the anticipated timeframe, and the terms for participating and recovering your investment.
02
Timeframe and liquidity
The expected holding period for the investment and the available mechanisms to transfer your position. Exiting may take time or be subject to specific restrictions.
03
Valuation, costs, and risks
How the price is determined, the transaction fees involved, and the factors that could influence performance.
How to assess an opportunity
Assessing a company requires an understanding of its business activity, financial position, and strategic plans. It also entails knowing who receives the capital and how the investment is structured. An opportunity may provide direct equity ownership or utilize an alternative vehicle; the contract must clearly detail the asset acquired and the registered holder.
Before reaching a decision, we review the documentation, costs, reporting transparency, and exit conditions alongside you. When referencing a potential public listing (IPO), it is essential to distinguish between anticipated milestones and confirmed events: neither the execution nor the timeline is guaranteed.
For further information: CNMV - Getting informed before investing.
Before reaching out
Frequently Asked Questions
What does pre-IPO mean?
It refers to a development stage preceding a company's potential initial public offering. This does not imply that an IPO is confirmed or scheduled for a specific date. Each opportunity carries its own distinct terms and conditions.
Do I always purchase shares directly in the company?
It depends on the transaction structure. You may acquire direct equity or contractual rights. We clearly outline the assets acquired, the legal ownership structure, and your associated rights.
Can I withdraw my capital at any time?
Terms and conditions depend on the specific transaction. These may include a targeted horizon, transfer restrictions, or the requirement to locate a buyer. Investments should be approached taking into account this liquidity profile and the risk of capital loss.
Interested in discovering these opportunities?
Tell us about your objectives, and we will guide you through the relevant documentation to review.