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Netcapital Inc (NCPLW)
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Upturn Advisory Summary
11/03/2025: NCPLW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 50% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/03/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.23 | 52 Weeks Range 0.01 - 0.09 | Updated Date 05/15/2025 |
52 Weeks Range 0.01 - 0.09 | Updated Date 05/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -1111.17% |
Management Effectiveness
Return on Assets (TTM) -11.86% | Return on Equity (TTM) -27.53% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 1396421 |
Shares Outstanding - | Shares Floating 1396421 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Netcapital Inc
Company Overview
History and Background
Netcapital Inc. was founded in 2015 and is headquartered in Boston, Massachusetts. It operates a FINRA-registered funding portal that facilitates online private offerings and equity crowdfunding for startups and small businesses. The company has evolved to provide additional services such as secondary market trading and SPAC advisory.
Core Business Areas
- Funding Portal: Netcapital operates an SEC-registered funding portal facilitating equity crowdfunding campaigns under Regulation Crowdfunding (Reg CF). This allows startups to raise capital from a broad range of investors.
- Secondary Market: Netcapital provides a platform for secondary trading of securities previously offered on its funding portal. This offers liquidity to investors and allows companies to manage their cap table.
- SPAC Advisory: Netcapital provides advisory services to companies considering or pursuing Special Purpose Acquisition Company (SPAC) mergers.
Leadership and Structure
Dr. Cecilia Lenk is the CEO. The organizational structure is relatively flat, characteristic of a smaller technology company.
Top Products and Market Share
Key Offerings
- Equity Crowdfunding: Netcapital's core product is its equity crowdfunding platform, enabling startups to raise capital from retail investors. Market share data is difficult to ascertain precisely due to the fragmented nature of the Reg CF industry. Competitors include StartEngine, Wefunder, and Republic.
- Secondary Trading Platform: The secondary trading platform provides liquidity for shares acquired via the Netcapital portal. Market share data is not publicly available. Competitors include other secondary marketplaces like CartaX (though CartaX serves a different market segment of larger companies).
Market Dynamics
Industry Overview
The equity crowdfunding industry is growing, driven by increased access to capital for startups and investment opportunities for retail investors. Regulatory changes and increasing awareness are fueling growth. The SPAC advisory segment is currently facing headwinds.
Positioning
Netcapital positions itself as a user-friendly and accessible platform for both companies and investors, focusing on the micro-cap and early-stage market. It is a smaller player compared to some competitors.
Total Addressable Market (TAM)
The TAM for equity crowdfunding is estimated to be in the billions of dollars and growing annually. The TAM of SPACs is also huge, but subject to market conditions. Netcapital Inc is well-positioned but with limited capacity and scale to take advantage of the entire TAM.
Upturn SWOT Analysis
Strengths
- Established funding portal with FINRA registration
- Secondary market platform providing liquidity
- Experienced leadership team
- User-friendly platform
Weaknesses
- Relatively small market share compared to larger competitors
- Dependence on regulatory environment
- Limited brand recognition
- Smaller deal flow compared to other portals.
Opportunities
- Expansion into new markets and industries
- Increased regulatory support for equity crowdfunding
- Strategic partnerships with other organizations
- Growth in the demand for alternative investment opportunities.
Threats
- Increased competition from established players
- Changes in regulations that could negatively impact the industry
- Economic downturn affecting startup funding
- Lack of investor confidence in equity crowdfunding.
Competitors and Market Share
Key Competitors
- StartEngine
- Wefunder
- Republic
Competitive Landscape
Netcapital is a smaller player in the equity crowdfunding market, facing intense competition from larger and more established platforms. Its strengths lie in its user-friendly platform and secondary market offering, but it needs to differentiate itself to gain market share.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on availability of financial statements and industry data.
Future Projections: Future projections would require financial modeling and analyst estimates.
Recent Initiatives: Recent initiatives often involve expanding their funding portal offerings and exploring new partnerships.
Summary
Netcapital is a microcap company operating in the growing equity crowdfunding market. While it offers a user-friendly platform and a secondary market, it faces stiff competition from larger players. Its success depends on its ability to differentiate itself and attract both companies and investors. Potential threats include regulatory changes and economic downturns. Overall, Netcapital needs to focus on scaling its operations and building brand awareness.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
Disclaimers:
This analysis is based on limited publicly available information and should not be considered financial advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Netcapital Inc
Exchange NASDAQ | Headquaters Boston, MA, United States | ||
IPO Launch date 2022-07-13 | President, CEO & Director Mr. Martin Kay | ||
Sector Financial Services | Industry Capital Markets | Full time employees 21 | Website https://www.netcapitalinc.com |
Full time employees 21 | Website https://www.netcapitalinc.com | ||
Netcapital Inc. operates as a fintech company with a technology platform that allows private companies to raise capital online and provides private equity investment opportunities to investors. The company's Netcapital Advisors provides marketing and strategic advice and takes equity positions in select companies. Netcapital.com is an SEC-registered funding portal that enables private companies to raise capital online and allows investors to invest from anywhere in the world. It also provides various services, including an automated onboarding process, filing of required regulatory documents, compliance review, a custom-built offering page on its portal website, email marketing, third-party transfer agent and custodial services, and rolling closes, which provide access to liquidity before the final close date of offerings, as well as assistance with annual filings and direct access to the team for ongoing support. In addition, the company offers advisory services, which include incubation of technology start-ups, investor introductions, online marketing, website design and software development, message crafting including pitch decks, offering pages, and ad creation, strategic advice, and technology consulting services. Netcapital Inc. is based in Boston, Massachusetts.
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