Private Equity Investing

Exclusive, late-stage private equity opportunities in transformational technology available to eligible investors.

High-Value Equity Meets Late-Stage Opportunity.

Private & Unique Deals

Gain access to exclusive late-stage opportunities in transformational and emerging technologies. From Series B through D rounds, we connect you with high-potential investments that are typically reserved for institutional investors. These deals offer exposure to innovation on the cusp of scaling globally.

Talent at the Core of Returns

Behind every successful investment is a strong management team. We place a premium on evaluating leadership, culture, and execution capability to ensure your capital is entrusted to people with a proven record of delivering results.

Risk Reduction & Prevention

True value is secured when risks are understood and mitigated. We assess competitive moats, intellectual property portfolios, and defensible patents, alongside the experience of leadership teams. This layered approach ensures your investments are protected by innovation, strategy, and proven success.

PRIVATE & UNIQUE

Exclusive late-stage investments in private companies.

Our team is deeply integrated into a wide vine of successful companies and thriving industries. We translate decades of relationship building into useful, actionable opportunities for our clients. You’ll find truly unique private equity deals only available to qualified purchasers or accredited investors through our network.

DATA-DRIVEN

Reliable due diligence supported by facts – not feelings.

Our private equity opportunities are derived from data, logic, and provable trends. We go through formal systems and processes to prospect, track, analyze key performance metrics of companies being vetted. We’ll provide professional objective research you can trust.

Don’t let anyone throw your money at high-risk buzzword startups and fads. You’ll be left praying for a unicorn to keep your life on track. These strategies are reckless, stressful, and risky – but unfortunately all too common.

Instead, meet with an independent RIA from our firm – you’ll discover which private equity deals are best aligned with your investment goals.

EXCLUSIVE ACCESS

Vetted for risk-reduction by brilliant minds and machines.

After decades of experience, the Bauer Heitzmann team has developed several systems for analyzing and assessing risks. You can expect a wide range of vetting from seasoned analysts.

Add a non-correlated asset class to your portfolio with a proper private equity investment strategy. Meet your independent RIA (Registered Investment Advisor) to craft a custom game plan for your goals.

Get Started

Ready to get started?

Our exclusive private equity investing deals are timely and limited. Therefore, availability is constantly changing. Meet with a Bauer Heitzmann personal advisor to craft your financial plan and see how private equity investments can fit into your wealth-building strategy.
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Private equity deals are currently: AVAILABLE to Qualified Individuals

Talk to an Advisor

Get In Touch

For common inquiries please review our FAQ page. Use the contact form below to reach out to a Bauer Heitzmann associate by email.

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Common Private Equity Questions.

Ask a question

What is Private Equity?

Private equity is an alternative investment that is not publicly traded. Often times private equity deals consist of capital and/or shares of ownership of privately owned companies, digital assets, or real estate.

What are the cons of Private Equity?

The cons of private equity are typically dependent on the relationship between investor and operators.

1. Limited eligibility to invest
2. Potentially conflicting interests of investors vs owners/operators

What type of companies/industries use private equity?

Technically, any privately owned company is eligible to utilize private equity. However, we focus our investment into late-stage companies with a reliable trajectory. Learn how private equity can reduce downside risk in bear markets and recessions. Meet your wealth manager today.‍

What are the benefits of Private Equity Investing?

The benefits of private equity enable more flexibility and risk reduction:

1. Active involvement or control over returns
2. Increased incentives for success
3. More potential growth than publicly traded assets
4. Hedge against publicly traded stocks, commodities, bonds, etc.

Am I eligible to invest in Private Equity?

Eligibility depends upon the specific deals available. So unfortunately there is no direct answer. Contact an a wealth manager today and tell them you’re interested in private equity deals. You’ll be given options of current available options – or you can be the first to be informed when a new deal arises.

Safeguarding the wealth of the most successful people on Earth.

5755 Mark Dabling Blvd., Suite 245
Colorado Springs, CO 80919

(719) 575-9000

info@bauerheitzmann.com

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© 2025 Bauer Wealth Management Inc, dba Bauer Heitzmann in Colorado Springs. Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Securities and Exchange Commission. Registration does not constitute an endorsement of the firm by the SEC and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.