ROUND Z BUILDER · PRE-IPO PORTFOLIO MODELER · INTERACTIVEEDUCATIONAL · NOT INVESTMENT ADVICE
Build your pre-IPO portfolio.
Five questions. One personalized allocation across Omakase, Okonomi, and the FOMO Fund. Built directly on the Round Z methodology (Vol II). The recommendation is educational, not advice — but it's the closest published mapping you'll find from risk profile to product fit on a private securities marketplace.
ROUND Z · PORTFOLIO BUILDER · v2.6
METHODOLOGY ENGINE LIVE
01Risk profile
02Time horizon
03Investor status
04Sector lean
05Capital
How much variance can you stomach?
Private securities are higher variance than public markets. Pick the level that reflects how you'd actually behave in a drawdown — not how you wish you'd behave.
01
Conservative
I want exposure to the asset class without losing sleep. A drawdown over 20% would make me reconsider.
02
Balanced
I expect volatility. I'd hold through a 30–40% paper drawdown if the thesis was still intact.
03
Aggressive
Maximum upside is the goal. I'm comfortable with several positions going to zero in exchange for one outlier.
How long can the capital sit?
Pre-IPO investments are illiquid. The longer your time horizon, the more of your allocation can lean toward earlier-stage, higher-variance positions.
01
2–5 years
I want options for partial liquidity within five years — secondary tenders, late-stage with IPO line of sight.
02
5–10 years
I'm comfortable with a venture-typical lockup. I won't need this capital for the better part of a decade.
03
10+ years
This is patient capital. Time horizon is the structural advantage I bring to private markets.
Are you an accredited investor?
Accredited investor status (per SEC rules) determines which products you're legally eligible for. The FOMO Fund (late-stage, secondary) is restricted to accredited / qualified investors. Omakase and Okonomi are open to all under Reg A+ and Reg CF.
01
Non-accredited
Income under $200K, net worth under $1M ex-residence. Open to Omakase + Okonomi via Reg A+ and Reg CF.
02
Accredited
Meets SEC accredited investor criteria. Eligible for all three product styles including the FOMO Fund.
03
Qualified / QP
$5M+ investable assets or institutional. Full access plus first-look on FOMO Fund allocations.
Where do you want to lean?
Sector preference doesn't change your allocation across the three product styles — it tells the Round Z desk where to weight your Omakase slates.
01
AI & infrastructure
43% of Q2 2026 secondary volume. Frontier labs, application layer, model infra.
02
Fintech & payments
Late-stage names with revenue. Round Z's most-trafficked sector outside AI.
03
Climate & energy
The only Q2 sector trading above last-round pricing. Limited supply, sustained demand.
04
Diversified
Let the desk decide. Maximum sector diversification across Omakase slates.
How much capital?
Annual allocation you're modeling for pre-IPO exposure. The builder applies a soft cap so any single position stays under 10% of stated capital.
This builder applies the Round Z deal-tier framework from Vol II: deals scoring 65–74 route to Okonomi, 75–84 to Omakase, 85+ with QI-only liquidity to FOMO Fund. Your risk profile, horizon, and accredited status determine the weighting across those three product styles.
5 inputs~30 secNo signupCC BY 4.0 logic
The allocation math is public. Read it in Methodology Vol II (pages 03–04), critique it, replicate it in your own work, or come challenge our framing at support@roundzventures.com.
Educational tool, not advice. The Round Z Portfolio Builder is provided for informational and educational purposes only. It is not investment, legal, accounting, or tax advice; it is not a recommendation to buy, sell, or hold any security; and it is not a solicitation of any offer. The output is a methodology-derived illustration of how Round Z products could be allocated for a given input profile. Actual investment decisions involve significantly more diligence, real-world constraints, and considerations that this tool does not capture. Past performance does not predict future results. Private securities are speculative and illiquid; investors may lose all or a substantial portion of their investment. Eligibility for specific Round Z products is subject to applicable securities laws and the investor's verified status.