Plan for an investment you may not be able to sell

Start with a clear record.

Use the questions below to record what you know, what is still missing, and which original documents support each answer. A potential IPO is only one possible outcome; your analysis should also consider a long holding period, an acquisition, or the loss of your investment.

Use the original sources.

Check current documents before making a decision. SEC review and a regulatory filing are not endorsements of an investment. This guide provides general education, not advice about your circumstances.