Private Equity strategy
Access to pre-IPO private equity investments in targeted high-growth, high-value companies unlocks outsized returns that are typically not available to public market investors
Private Equity strategy
The following are holdings in the SFP Pre-IPO Equity Model Portfolio which was the inspiration for our Pre-IPO Equity fund offerings. The Model Portfolio has seen a number of exits since its inception in 2019 and is expected to significantly outperform expectations

23andMe (Exited)
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Addepar
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Automation Anywhere
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Betterment
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Cerebras
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Collectable
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Dataminr
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Flexport
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Groq
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H2O.ai
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Lemonade (Exited)
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Mapbox
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Palantir (Exited)
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Patreon
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snapLogic
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Spark Cognition
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Toggle
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Tray
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True North Fleet
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Zocdoc
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