The very best investing opportunities aren’t on the open stock market at all. Any company you see listed on the NYSE or Nasdaq is already well past the fastest, biggest growth it will ever experience. Most of that comes before the company’s stock starts trading.
As you’ll see in this report, the investors who buy shares before a company’s initial public offering (IPO) reap the biggest rewards. Until a few years ago, this was the exclusive domain of the ultra-wealthy.
But now anyone can buy pre-IPO shares.
In fact, there’s one company about to go public that specializes in identifying strong pre-IPO plays.
And this company should deliver shareholders access to many more pre-IPO opportunities – all in one place.
An IPO That Drives IPOs
Founded in 1997 and based in Dallas, Texas, MDB Capital Holdings is a venture bank that focuses on launching disruptive technologies into public markets.
There are thousands of good business ideas trying to break into the market at any given time, and they take many forms. One might be a new drug, treatment or technology developed at a university or research center... while another is an innovative new company in need of seed funding or capable management...
MDB locates the best of these ideas – homing in on the ones best positioned to benefit society, like scientific discoveries, new medicines or new innovations, the types of projects that create the potential for high-value jobs and that fuel economic growth.
When it finds them, MDB invests early capital – between $5 million and $15 million – in those ideas and the researchers or businesspeople behind them. It then helps the company raise $20 million to $60 million through a public offering.
In some cases, MDB also fills the role of co-founder, lending younger companies some much-needed commercialization, intellectual property, business, finance or management experience. It brings expertise, financing and connections to the innovative and world-changing companies that need these resources to attract talent, enter the market and secure funding.
Now, here’s where things get really exciting...
That $5 million to $15 million early capital I mentioned comes from MDB’s community of sophisticated individual investors... And U.S.-based Oxford Club Members are now invited to join them.
If you invest in MDB’s IPO, you gain access to all of the pre-IPO companies MDB brings to market. Even if you don’t invest directly in the individual pre-IPO plays, you will still profit from them by owning MDB!
Plus, if you become one of MDB’s shareholders, you can incorporate your own interests into the company.
That’s right. Not only does MDB do extensive research into its own venture capital endeavors, but its investors also have the chance to send company leadership early investing opportunities that they’ve found.
Meaning you can soon help MDB turn ideas into billion-dollar-plus companies...
A Track Record of Success
The three most recent companies MDB took to market (or sold) are Provention Bio, Cue Biopharma and Pulse Biosciences...
Cue IPO’d back in 2018. By early 2020, it had nearly doubled its share price. But since MDB’s investors were able to get in pre-IPO, they had a chance to pocket a 323% gain.
Pulse went public back in 2016 at $4. Within a year, it had peaked at $30, a gain of 650%. But MDB’s early-in investors had the opportunity to take home a 1,046% gain.
Finally, Provention Bio was acquired by Sanofi for $2.9 billion, giving the potential of a 525% gain for MDB’s investors.
In fact, all of the 16 companies MDB has taken to IPO or buyout have locked in considerable gains – ranging from 88% to a staggering 20,932%.
The reason for those incredible gains is that pre-IPO shares are much cheaper than shares are when a company goes public. For instance, if a company sets its IPO price at $30, it might offer pre-IPO shares at $15 per share. That’s an immediate 100% gain on the IPO, plus any further gains if the stock takes off post-IPO.
How does MDB maintain such an impeccable track record of success?
It’s due in large part to MDB’s criteria, which, on top of our own set of criteria that MDB more than satisfies, ensures that the companies it chooses to work with are the best of the best, the absolute cream of the crop.
Here’s what MDB looks for in a candidate company:
- Tech Leadership Potential: The company offers something different from what its competitors do and can enable an entirely new technology category.
- Platform Technology: Its core technology can be deployed across different markets or used for multiple indications.
- Large Market Potential: There is a large market opportunity for its product or service, which solves big, unmet needs.
- Early Inflection Point: The timeline and cost required to validate the technology and commercial viability are reasonable.
- Clear Market Insertion: The technology disruption is sufficient to incentivize channel partners or gatekeepers to easily adopt it and enter the market.
- Strong Intellectual Property Position: Its intellectual property is robust and defensible, protected by patents to sustain a strong competitive advantage.
Once MDB has found a company that meets all of those criteria, it starts transforming the idea into an investable asset.
It begins by understanding what proprietary technology or idea the company or research lab has developed. Then, MDB analyzes the competitors in the space to see if there’s enough to differentiate the IPO candidate.
MDB wants to ensure that the emerging company boasts a strong competitive advantage.
If it does, MDB finds an opportunity for the company in the market by consulting with subject matter experts and leaders in the field.
At that point, MDB’s shareholders could have the chance to invest in the private company before it goes public. MDB invests seed capital in the company and often pulls together early funding from its shareholders.
Essentially, MDB helps develop a candidate’s business and flood it with resources and experts.
Then it raises additional funding so the company can IPO.
Going Public Faster Than Traditional Venture Capital Firms
Here’s what I really love about MDB...
MDB operates three distinct platforms to ensure the success of the companies it’s taking to IPO.
MDB’s core platform is MDB Capital Holdings. It focuses on seed-stage startups and works as a co-founder to the candidate companies MDB works with. It’s the part of the business that digs into candidate companies and determines whether they’re worth pursuing.
The second platform of MDB is PatentVest, an integrated intellectual property solution platform. It’s essentially a law firm and strategy development company. It ensures that candidate companies have their intellectual property well protected. (A cool fact: When MDB goes public, PatentVest will be the first publicly funded law firm on the U.S. market.)
Finally, there’s MDB’s third platform, Public Ventures. Public Ventures is the community-driven microcap and small cap financing element of the business. Its unique two-step funding process helps MDB take companies public faster than traditional venture capital firms.
You see, most venture firms do multiple private financing rounds (seed stage, A, B, C, D, etc.) before they go public via IPO. On average, that process takes seven years or more. So early investors’ money is tied up for years before they’re able to liquidate it.
Public Ventures typically does one small, early round of funding with its shareholders (the $5 million to $15 million round I mentioned before). The startup then IPOs within nine to 18 months. This allows pre-IPO investors to liquidate their investments in a MUCH shorter time.
Bottom line: Public Ventures’ and MDB’s models allow everyday investors to participate in the majority of wealth creation by taking companies public faster – and at more reasonable valuations ($100 million to $300 million versus billions).
Public Ventures is led by President and Chief Market Strategist Lou Basenese, a close friend of The Oxford Club. I’ve personally known Lou for decades. We’ve traveled the world together.
Lou is a seasoned investor and independent analyst with over 20 years of experience identifying promising technology trends. He also has a wealth of experience in marketing, communication, investor relations and public relations.
Prior to joining MDB, Lou served as the founder and chief analyst for Disruptive Tech Research, an independent equity research and advisory firm, which focused on disruptive technology companies. He also served as investment consultant for an institutional investment consulting practice with over $2 billion in assets at Morgan Stanley.
I’ve known Lou for more than 16 years. His number is in my phone. We talk often about the markets, the economy, technology and a wide range of other topics. He’s smart, he’s detail-oriented, and he makes things happen.
He is a major asset to Public Ventures and MDB, and he’s my go-to resource for venture capital opportunities.
MDB Shareholder Perks
MDB is a unique company. And that’s not going to change after it goes public. In order to maintain its capital efficiency and return even more money to its network of investors, MDB will become a publicly traded LLC.
This means MDB will function like a master limited partnership and issue distributions to its shareholders. Distributions won’t be taxed twice, as some dividends are, allowing shareholders to keep even more of their returns. And as with master limited partnerships, some or all of the distributions will likely be tax-advantaged.
MDB plans to maintain a lean balance sheet. Cash will be used sparingly to deliver the biggest impact, and any excess capital will be returned to shareholders.
And MDB’s shareholders may get pro rata rights to participate in spinout IPOs from MDB and receive cash or stock dividends from additional value realizations, like when one of its portfolio companies gets acquired. Shareholders can also participate in additional rounds of private financing on top of the seed capital MDB already gives candidate companies.
The idea is to create a strong community of investors who are familiar with each company MDB brings to market. That same community will be alerting MDB to even more opportunities moving forward.
An Oxford Club Opportunity – MDB IPO
MDB has a proven track record of creating value from big ideas and delivering colossal returns to its network of investors.
And right now, you have a special opportunity to become a part of MDB’s community by participating in its IPO and supporting the impactful technologies that the company funds and brings to market.
Keep in mind, IPO and pre-IPO opportunities like this are considered highly speculative. We encourage you to do your own due diligence before investing and never invest more than you can afford to lose.
Because of the risk associated with new IPOs and the pre-IPO opportunities MDB offers, you should do as much reading as you need until you feel comfortable. A great place to start is this presentation. You can also find a link to the prospectus underneath that presentation, which we also recommend you read, as well as MDB’s own website here.
MDB is scheduled to go public on Thursday, September 21. It’s offering up to $20 million worth of shares at $12 each (up to 1,666,666 Class A common shares). Following the offering, there will be 4,295,632 Class A and 5 million Class B shares.
The difference between the two is primarily voting rights. Class A shareholders usually have more voting rights than Class B shareholders. The shares will move the same in the market, and the difference matters only to investors who want an active role in the company.
But there’s more...
If you’re based in the U.S., you can lock in the $12 per share IPO price before MDB goes public.
I’m personally investing in MDB’s IPO, and I highly recommend that you do the same.
There will be a minimum required investment of 100 shares ($12 per share x 100 shares = $1,200). You must invest before MDB’s fully funded date of Friday, September 15.
At $12 per share, MDB is an absolute steal for the opportunity it represents. It’s rare that retail investors get the opportunity to participate in the pre-IPO market. It’s also rare for retail investors to get direct access to an IPO before shares become available to the public.
MDB is allowing Oxford Club Members to do both of those things today.
I will be investing my own money into the IPO. I hope you’ll join me.
Action to Take: Buy a minimum of 100 shares of MDB Capital Holdings at its $12 IPO price before its fully funded date of Friday, September 15.This is a first-come, first-served opportunity. The minimum order is 100 shares. When the MDB IPO becomes overfunded, your investment could be cut back. In addition, just after an IPO, shares are often volatile. This is ultimately a speculative play, and you should not invest more than you can afford to lose in it.
How to Invest in MDB Capital Holdings’ IPO
Step 1: Submit your indication of interest (IOI) and required investor information.
The first step is to let MDB know who you are and how much you are interested in investing. To do so, click on the link below. You will be taken to a simple, web-based form to submit your contact information and interest level.
Click here to submit your indication of interest for the MDB IPO.
Once you click the above link, you will be taken to a website that looks like the screenshot below.
Step 2: Set up and fund your account.
Within 24 hours of submitting your indication of interest, a representative of MDB will email you step-by-step instructions on how to set up an account with the agent MDB partnered with to facilitate the offering, Cambria Capital, on its My IPO platform.
You will be able to subscribe to the offering and fund your account directly through this online platform. Upon the closing of the offering, your shares will be deposited into your My IPO account. They will be available for trading once the stock begins trading, or you can transfer your shares into another brokerage account.
The email will look like the screenshot below.
Reminder: There is a limited time to act on this opportunity because MDB is expected to IPO and begin trading on September 21, 2023.
As a result, it’s important that, if you are interested, you submit your indication of interest right away, and no later than Monday, September 11.
You will then need to make sure you complete your account setup, sign the required offering documents and fund your account for the investment by the close of business on Friday, September 15.
If you have any questions or require any assistance with the process, representatives from MDB and Cambria Capital will be available by phone and email.