Intermediate

Practice Drills: Evaluating a Pre IPO Unlisted Share Opportunity

A hands-on drill course for experienced retail investors, HNIs and angel investors who have been offered pre IPO or unlisted shares. You take one illustrative dealer quote for an unlisted company and work it end to end: build the evidence file from MCA filings and annual reports, read three years of financials with no screener.in page to lean on, rebuild the fully diluted cap table, value the business against listed peers, price the illiquidity discount, check the transfer mechanics and dealer spread, model the post IPO lock-in, compute post-tax returns across exit scenarios, and finish with a scored checklist and a one-page buy, pass or wait memo.

Pre IPO InvestingUnlisted SharesPrivate Company ValuationCap Tables and DilutionCapital Gains Tax on Unlisted Shares
MODULES
5
DURATION
~3 hrs
TRACK
Alternative Investing

What You'll Master

How to assemble an evidence file for an unlisted company from MCA filings, annual reports, funding disclosures and any DRHP
How to read three years of unlisted financials and stress-test the growth and cash burn story yourself
How to rebuild a fully diluted share count including ESOPs, CCPS and convertibles, and see what it does to the per-share price
How to value an unlisted company against listed NSE and BSE peers and translate that into a fair per-share range
How to size an illiquidity discount and an IPO pricing haircut, and compare your range with the dealer's quote
How demat transfer, dealer spreads and the six month post IPO lock-in change the return you actually earn
How to compute post-tax returns across bull, base and bear exit scenarios and write a one-page buy, pass or wait memo
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown