Разработка ПО
Менеджмент
Для компаний
Для стартапов
Архитектура ПО
Passive funds are selling off billions in securities, freeing up space for fresh listings. This creates a rare entry moment, but only the prepared will be able to use it.
Оглавление
What happened
According to the Financial Times, the largest passive investors are preparing for a mass sell-off of securities to clear the runway for upcoming IPOs. This involves dumping billions of dollars in shares that take up space in indexes but no longer match funds’ strategic priorities. This is not just portfolio rebalancing; it is a systemic restructuring that will affect dozens of companies and create a wave of liquidity in the market.
For investors, this is a signal: the old order is leaving, and new players with fresh capital are replacing it. Companies that manage to go public during this period will receive unprecedented attention from institutions.
How this is useful for business
A mass sell-off of shares by passive funds creates unusual market dynamics. When major players lock in profits and exit positions, a time lag appears in the market — a period when capital is looking for new targets. It is precisely at this moment that startups with a strong business model and transparent financial reporting gain a head start.
Second, freeing up space in indices means that new issuers will immediately enter the field of view of algorithmic strategies. This is a guaranteed inflow of institutional capital in the first weeks after listing. For a company, this means not only money, but also increased brand recognition at the global level.
How to make money from this
The earning strategy is built on understanding that passive funds are not retail investors who panic. They act systematically and predictably. Knowing the sell-off schedule, it is possible to calculate the entry window for buying assets at reduced prices before new IPOs begin attracting capital back.
The second path is participation in pre-IPO rounds. Companies planning a listing in the next 6-12 months are now actively attracting strategic investors. Entry conditions at this stage are significantly more favorable than on the public market. The valuation difference may be 30-50%.
Business ideas
1. A platform for pre-IPO analytics. Create a service that tracks companies in the late stages of preparing for listing, analyzes their financial indicators, and forecasts growth potential after going public. Monetization through subscriptions ($99-499/month for institutional clients) and partner commissions from underwriters.
2. IPO preparation consulting for mid-sized businesses. Companies with revenue of $10-100M often do not know how to go public. Offer a full support service: audit, restructuring, prospectus preparation, work with underwriters. Project cost is $50,000-200,000 depending on scale.
3. Corporate treasury service for startups. After raising rounds, startups do not know how to efficiently place funds before use. Create a service that manages treasury operations and generates 4-7% annually on idle capital. Commission of 0.5-1% of assets under management.
4. Marketplace for secondary shares. Early-round investors want liquidity before an IPO. Create a platform where shares of private companies can be safely bought and sold with verification and an escrow service. Commission of 2-5% from each transaction.
5. Educational product for retail investors. A mass arrival of new companies on the exchange means growing interest from retail investors. Launch a course or platform teaching strategies for participating in IPOs and working in the post-IPO market. Course price $199-999, corporate licenses $5,000+.
Risks and limitations
The main risk is uncertainty of timing. Passive funds may prolong the sell-off, and the window of opportunity will close before you have time to prepare. The second point: the IPO market is cyclical, and a surge in activity may be followed by a lull. Companies that do not manage to go public during a favorable period risk being left without financing.
For consulting and educational products, there is a risk of market oversaturation. As soon as the news becomes mainstream, competitors will launch similar offers en masse. Differentiation and focus on a narrow niche become critically important.
7-day action plan
Day 1-2: Study the list of companies preparing for an IPO in the next 12 months. Use Crunchbase, PitchBook, and SEC filings databases. Create a shortlist of 10-15 candidates with an assessment of their potential.
Day 3: Determine which business model you are following: consulting, platform, or educational product. Analyze competitors in the chosen segment and find an unoccupied niche.
Day 4: Form an MVP. For consulting — a one-page landing page with cases and an application form. For a platform — a prototype with minimal functionality. For an educational product — the first course program and sales copy.
Day 5: Find your first clients or partners. Write 20 personalized messages to potential customers. For a platform — agree with 2-3 companies on test placement.
Day 6: Launch minimal marketing. Publish analytical material on the topic of the IPO market on LinkedIn or in specialized media. Start building a subscriber base.
Day 7: Analyze the results of the first contacts. Adjust positioning and the offer. Make a decision on scaling or pivoting. Record the first sales or signed contracts.
Original news: Financial Times Companies · See other news in the news section.
