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Wall Street's Dirty Secret: Who Really Gets IPO Shares

Wall Street's Dirty Secret: Who Really Gets IPO Shares10 apr26 min

The IPO market is rigged — and a 30-year Wall Street veteran is doing something about it. Matt Venturi, co-founder of ClearingBid, joins Fuzzy on the Invst Guru podcast to break down why everyday investors are systematically locked out of IPO pricing, how a patented Dutch auction algorithm creates a true level playing field, and what it would take to completely democratize public markets for retail investors.

Matt has worked across Merrill Lynch, Salomon Smith Barney, and Houlihan Lokey — and he's channeling that experience into a platform that's already attracted 3,700+ crowdfunding investors and Congressional support from figures like Senator Chris Dodd.

If you've ever watched a stock pop 50% on IPO day and wondered why you couldn't get in at the original price — this episode is for you.

🔗 Learn more: clearingbid.com 💰 Invest in ClearingBid: wefunder.com/clearingbid

CHAPTERS

0:00 — Intro & Matt's 90-second pitch1:40 — The aha moment: why the IPO process is broken3:02 — How the Dutch auction model works for everyday investors4:03 — ClearingBid's 10 patents and the algorithm explained5:11 — "Deals are sold, not bought" — the broker dealer role6:23 — How middle market firms benefit from ClearingBid7:45 — The five constituents ClearingBid must educate and align9:25 — How Wall Street's infrastructure got so antiquated10:43 — ClearingBid's fundraising journey: from friends & family to Wefunder12:32 — Go-to-market strategy and the challenge of a five-sided market14:19 — Capitol Hill meetings, Senator Dodd, and SEC alignment16:14 — Reg A+ cap raised to $150M — what it means for companies18:39 — What 3,700 first-round investors said about ClearingBid20:07 — How ClearingBid makes money (the revenue model)21:41 — Next milestones: first deal, debt markets, and scale25:45 — What the investor experience looks like on the portal27:01 — Where to learn more and how to follow ClearingBid

HASHTAGS

#IPO #EquityCrowdfunding #Wefunder #RetailInvesting #StartupInvesting #ClearingBid #DutchAuction #WallStreet #InvstGuru #CapitalMarkets #Fintech #InvestingForBeginners #RegA #PublicMarkets #WealthBuilding

“Disclaimer: This content is provided for informational and educational purposes only and should not be construed as investment advice or a solicitation to invest. Invst Guru and its affiliates are not broker-dealers or investment advisers and do not make recommendations regarding any securities.

If any company mentioned is conducting a Regulation Crowdfunding (Reg CF) raise, all investments must occur through an SEC-registered intermediary platform such as DealMaker Securities, StartEngine, Republic, or Wefunder. No investment terms or returns are discussed here.

Investing in private and early-stage companies involves significant risk, including loss of capital and illiquidity. Past performance is not indicative of future results. Always conduct your own due diligence and consult a licensed financial advisor before investing.

All opinions expressed by guests are their own and do not represent endorsements or partnerships by Invst Guru.”