Individual Investors & Angels

With decades of experience investing in growth technology companies, we understand the needs of individual and angel investors. We have worked with these investors, as well as the executives, founders, investing syndicates and board members of many private technology companies to provide liquidity solutions for the historical holdings of individual and angel investors.

The need for a liquidity solution in advance of the prevailing syndicate can often arise from a need to reallocate assets or modify the diversification strategy in individual capital pools and angel funds of modest size. Sometimes the need for liquidity is simply caused by the extended holding period that has been caused by drawn out liquidity cycles. Regardless of the cause for considering early liquidity, many historical investors have found that a secondary sale is the proper financial strategy to pursue. Clearly, this is the one form of exit that an individual or smaller holder of stock can control by taking the action into their own hands to create an exit. And given how much personal concentration of wealth many individual and angel investors can have in illiquid and relatively risky private equity assets, the ultimate ability to gain control over the timing of a private company exit can become the most appealing benefit of a secondary sale.

Whether the final decision is a complete or partial sale of a private company position, the Delta-v team has the experience and creativity to work with all of the company’s stakeholders to help the individual or angel investor realize their objective for liquidity.