Stableton Financial AG

Critics once called them a “guarantee of mediocrity.” Now they’re one of the most powerful investment tools. What are… Index funds📈 John Bogle introduced the First Index Investment Trust in the 1970s. It made him a laughingstock. The fund was available to retail investors and sought to replicate the performance of the S&P 500. Mainstream investors thought the idea was ludicrous: ➤ An index fund was, by definition “average” ➤ Nobody wanted to be “average” Still, Bogle held firm — and today, the Vanguard 500 index fund has $1T in AuM. My takeaway from this story: The first response to innovation is often ridicule, but perseverance pays off. That’s why we’re not bothered when people view our Stableton Unicorn Top 20 Strategy with skepticism. We are running a single portfolio with all the Top 20 unicorns (the most valuable private tech companies). Designed entirely with banks, wealth managers, family offices, and forward-thinking institutional investors in mind: ➤ Quarterly redemptions after 1 year ➤ No performance fees ➤ Full transparency We’re bringing the concept of an index fund to private markets. Find out more in the Stableton Navigator newsletter: https://lnkd.in/eBE5GxAK Would you have been an early adopter of Bogle’s index fund? Share your thoughts in the comments👇 Photo credits: New York Times

If you understand why family offices allocate to private equity, you understand why the rest of the wealth channel doesn’t. This is the problem we aim to solve 👇 “Family office” could mean many things: A family office is a private wealth management firm that serves high-net-worth individuals (HNWIs) or ultra-high-net-worth individuals (UHNWIs), typically from a single family. Beyond investment management, it often handles estate planning, tax services, philanthropy, and other financial and personal affairs to preserve and grow family wealth across generations. A report from 2023 found 120 of these ultra-high-net-worth portfolios had 20% allocated to private equity. That’s a big improvement over other segments, which allocate roughly 0%. The reason: Family offices have the liquidity and long-term horizons to benefit from private equity. The rest of the wealth channel typically doesn’t. That means trillions of dollars that could fund the world’s most innovative companies but aren’t. We think that’s a shame. And frankly, even family offices aren’t getting what they should from private markets. Many still avoid private market funds because of the illiquidity and performance fees. What ALL wealth channel investors want is this: ➤ Decent liquidity ➤ Easy access ➤ Low fees And do you know what? We’re finally seeing products that provide exactly this. Apollo has even built a dedicated family office coverage team in 2023. And Stableton is creating entirely new products to provide private market exposure. We have built a portfolio that gives instant access to all Top 20 pre-IPO tech companies. No performance fees. No 10-year lockup. Investors can withdraw money from the fund every quarter (after only 1 year of lock-up). This is the start of a global movement and will only grow from here. If you want to stay updated about what’s happening in the private market investing arena, sign up for our Stableton Navigator newsletter: https://lnkd.in/eBE5GxAK

We’re excited to sponsor the 9th Annual UK Investors Forum by Markets Group on April 1st in London. Catch us there, where we’ll also be hosting a roundtable discussion on a critical topic for LPs: 𝗦𝘆𝘀𝘁𝗲𝗺𝗮𝘁𝗶𝗰 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗘𝘅𝗽𝗹𝗮𝗶𝗻𝗲𝗱: 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗳𝗼𝗿 𝗟𝗣𝘀 𝗶𝗻 𝗔𝗰𝗰𝗲𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵 𝗟𝗶𝗾𝘂𝗶𝗱 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝗾𝘂𝗶𝘁𝘆 𝗦𝗽𝗮𝗰𝗲. With tech unicorns staying private longer and liquidity in growth equity evolving, LPs need a systematic approach to navigate this space efficiently. We’ll explore how data-driven investment frameworks, structured access to private market secondaries, and liquidity solutions can help institutions participate in the upside of late-stage private tech—without waiting for an IPO. We look forward to seeing you at the event—reach out to Markets Group to get involved! For more details, visit: https://lnkd.in/efVv3gGP #MarketsGroupPW

Here is a step-by-step guide for banks, wealth managers, and family offices to invest in pre-IPO companies. 👇   1️⃣ 𝗙𝗶𝗻𝗱 𝗮 𝘀𝗲𝗹𝗹𝗲𝗿 𝗮𝗻𝗱 𝘀𝗵𝗮𝗿𝗲𝘀 𝗮𝘁 𝗮 𝗳𝗮𝗶𝗿 𝗽𝗿𝗶𝗰𝗲 Buying into a private company isn’t just a matter of supply and demand. You have to find someone who already owns shares and is looking to sell. The buyer and seller then make a “secondary transaction.” Buyer beware: some sellers might try to rip you off. That’s why it’s best to have a strong network. We’d suggest a few hundred possible counterparties. Then there’s due diligence, paperwork, legal documents, and getting approval from the company. We’d recommend a specialist for this part. ___ 2️⃣ 𝗙𝗶𝗻𝗱 𝗮 𝘀𝗼𝗹𝗶𝗱 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗮𝗻𝗱 𝗱𝗼𝗻’𝘁 𝗴𝗲𝘁 𝗯𝗹𝗼𝗰𝗸𝗲𝗱 You could go directly to brokers or platforms you know, but be careful: This doesn’t help vet the sellers, structures, and legal documents. And it doesn’t ensure you get the best execution possible. It’s crucial you understand the terms and structure of the deal —or have someone with you who does. Plus, companies need to approve direct share transfers. Many won’t unless the buyer’s reputation is solid. If you can line all of those things up, congratulations! You, too, can get on the cap table of a Top 20 pre-IPO company. Or, you could just find a financial product that does the deals for you. For example: We’ve built a passive portfolio with exposure to all the Top 20 pre-IPO tech companies. ➤ Zero performance fees.  ➤ Quarterly withdrawals. The selection logic is similar to a Nasdaq 100 ETF but for private markets. I expect to see competitors catch up and offerings like this multiply in the coming years. The growth in this sector is HUGE, and investors aren’t content to let it slip by anymore.  __ Want to learn more about pre-IPO opportunities? We’ve developed a digital resource that shows our investors how to tap into private markets. 👉 Get your copy (it’s free) & unlock the growth potential in private markets: https://lnkd.in/eXFRUW5G 

Pre-IPO returns > post-IPO returns. Most investors don’t know how to take advantage of that fact. Here’s how to do it 👇 Revenue growth is the single most important driver of stock market returns. Mature private tech companies grow their revenues much faster than their public counterparts. They also have tremendous market opportunities to capitalize on. It’s, therefore, no surprise that their revenue growth powers them to greater returns (on average). Until recently, none of this mattered to most investors. They still had to wait until a company went public before they could invest. This usually happened when: ★ The company’s growth slowed ★ Or public market valuations were high ★ And existing investors decided the asset was no longer attractive enough That meant public market investors paid more money for a slower-growing asset. We started Stableton to change this. No more waiting for a company to go public before getting exposure. Investors who want access to the Top 20 pre-IPO tech companies can get it through our portfolio. ➤ No performance fee ➤ No 10-year illiquidity It’s a passive, semi-liquid fund from which investors can withdraw every quarter. No more missing out because you “didn’t get in early enough.” If you want to get started straight away, read our white paper "Unlock Growth Potential in Private Markets" to learn about pre-IPO opportunities. 👉 Get your free copy here: https://lnkd.in/eXFRUW5G

Between 60 and 70% of the world’s wealth can’t access the fast-growing asset class. Here’s how we’re changing the game 👇 A decade ago, private market investments and the wealth channel just didn’t mix. Today’s most common GP/LP closed-end fund structures were established before color films started to outnumber black and white films 🎥 🤭. That lack of innovation made it difficult to appeal to the wealth channel, and private market managers did not address the needs of banks, wealth managers, and high-net-worth individuals. Just consider all the friction points: ★ Hassle, lack of information, and access ★ High fees and unnecessary risk ★ No control over where the money went ★ High minimums locked down for decades To many people, it seemed these 2 sides would never get together. But not to us. We realized we could build a dedicated product offering that solved these problems. The solution: ➤ Use the secondary market to invest in all Top 20 pre-IPO tech companies at once ➤ While using the data from those markets to value the portfolio more accurately ➤ To offer much better liquidity than a typical private market product Investing in our defined Top 20 universe eliminated the need for an active strategy. Our Stableton Unicorn Top 20 strategy is the world’s first passive strategy for private market investments, not too different than what index funds do in public markets. We launched in 2018 and saw immediate interest from a range of potential clients. Today, as Europe’s go-to partner for pre-IPO investing, we work with 80+ banks, wealth managers, family offices, and forward-thinking institutional investors. Interested about adding pre-IPO investments to your portfolio? We put that information in a free white paper, “Unlock Growth Potential in Private Markets”. 👉 Get your copy here: https://lnkd.in/eXFRUW5G

Join us in shaping the future of private markets! At Stableton, we provide institutional investors, private banks, and wealth managers with systematic access to private markets. Our index fund-like portfolio of the world’s Top 20 unicorns has positioned us as a leading partner in the pre-IPO space. With nearly $300M in AUM, 100+ transactions, and partnerships with over 100 financial firms, our global footprint spans Europe, the GCC, Singapore, and Hong Kong—driven by the growing demand for pre-IPO opportunities. As we continue to scale, we’re expanding our team. We’re currently hiring for key roles: - 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 & 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 – Lead our expansion into private banks, wealth managers, and family offices across key global markets. - 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 – Ensure regulatory excellence as we scale innovative investment products and client offerings. - 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 – Drive secondary transactions in the world’s top tech unicorns. If you know someone who would be a great fit, tag them in the comments 👇 Visit the job openings here: https://lnkd.in/excDjRCV

Our flagship product invests in all Top 20 pre-IPO tech companies in one portfolio. People ask us: why not Top 50 or 100? There’s a very good reason👇 The Top 20 companies are all valued at $10B+. Much of the secondary market liquidity is concentrated on the most valuable 20-40 companies (even though it is expanding at a rapid rate). Outside these top 20 to 40 companies, the liquidity drops quickly. For us, this creates quite a problem. We depend on the secondary market to make our passive, semi-liquid strategy work. ★ Secondaries provide us with the possibility to invest and divest continuously ★ Secondaries provide us with crucial data as to the value of the companies in our portfolio If we were to go beyond, let’s say, 30 companies, secondary market pricing requires more and more fundamental assessment, whereas there is a “market price” for the most valuable companies. Also, you are trading diversification (with diminishing diversification benefits) against higher spreads, more complexity, and a higher margin of error in correctly valuing the portfolio. And that defeats the whole point. Now, here’s the good news: The Top 20 pre-IPO companies are already an excellent approximation of the most attractive companies in private markets. These are mature companies with proven business models. On average, they grow 30-200% p.a., and once they have reached the Top 20, they will stay there for an average of 2.4 years before they typically go public or are acquired. So, there is plenty of time to compound revenues, earnings, and company value. Want to stay updated about our Unicorn Top 20 strategy? Subscribe to the Stableton Navigator newsletter: https://lnkd.in/eBE5GxAK

We like to say our innovative approach to private market investing is “love at second sight.” Here’s why the first impression doesn’t always work (and the next one does): People like the idea: A low-cost, semi-liquid, index-based strategy for pre-IPO investing. We’ve already seen this transform public markets. Why not do the same with private ones? It’s an attractive idea, which is exactly why many investors are skeptical. Experienced investors know not to get too excited about a product that makes big promises. They want to know how exactly we’re building such an innovative product. The answer: We use the liquidity of secondary markets. This remains a poorly understood area of investing because it is so “non-mainstream”, fragmented, and often invisible to outsiders. It is also difficult to access it and make transactions work. In the meantime, we conduct 50-100 direct secondary market transactions per year. It never occurs to most people that it could be used to create a semi-liquid portfolio. When we tell them this is what we do, they usually say: “Wow, that makes a lot of sense — that’s great! I’ve never looked at it this way.” Most tell us they think what we’re building is the blueprint for private market investing in the next 5 years. That’s what love at second sight looks like 💘 For more on our innovative approach to private market investing, subscribe to the Stableton Navigator newsletter: https://lnkd.in/eBE5GxAK

Many of our investors don’t know which private company to invest in. They want to invest in the most exciting technologies these companies represent. Here’s how we help them do it: Let’s say you believe AI will produce the next trillion-dollar company. How do you know which of today’s companies it will be? You could invest in a few companies, hoping you’ve picked a winner. You could bet on the theme itself or all of them. If your thesis is correct, you’ll likely make much money regardless of which company comes out on top. This is the idea behind a thematic investment basket. It’s a concept that can apply to any or all disrupting industries — AI, neobanks, crypto, space exploration, you name it. Banks, wealth managers, and savvy institutional investors have asked us if we can help them curate these thematic or passive baskets for their portfolios. Our answer: Absolutely. And if you want to learn more about any of these industries, check out the Stableton Navigator newsletter: https://lnkd.in/eBE5GxAK