IPO CLUB has introduced Advisor Desk, a secure online environment Mainly designed for registered investment advisors and wealth managers wanting easy access to pre-IPO investment opportunities for their clients. The portal gathers essential tools and paperwork for assessing and handling private-market exposure in one place. These include an up-to-date pre-IPO deal pipeline, quarterly valuation report spanning over 120 companies, compliance-approved due diligence materials, subscription documents, GP track records, client-ready summaries, and also materials providing information on accreditation, IRA structures, and fee mechanics. Access is free for verified advisors.
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“Advisors keep telling us the same thing. Their accredited clients want pre-IPO exposure, but the workflow is a mess. They are stitching together pitch decks, custodian forms, valuation marks and compliance documents from five different sources, and they still cannot put a clean one-pager in front of a client. The Advisor Desk fixes that. Everything an advisor needs to underwrite a position and explain it to a client now lives in a single, verified workspace.” Edoardo Zarghetta, Managing Partner, IPO CLUB .The company also offers single-company SPVs with minimum investments starting at $50,000.
