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The information below describes our overall terms of service, privacy policy, sale terms and refund policy, pricing of our products and services, content use and how to contact us.

By completing any membership application users must agree to these terms of service.


IPO Candy values and protects your privacy. All information shared with IPO Candy will be treated with care. IPO Candy does not rent, sell or otherwise disclose any personal data without express permission. We use reasonable measures (technical, administrative, and physical) to protect information from unauthorized access and use.

IPO Candy sends emails to members on a regular basis as part of the services offered for each membership level. Members may opt-out of these email communications using the unsubscribe link provided at the bottom of the email.  IPO Candy does the same with SMS messages. These are opt-in and can be ended at any time by texting STOP in reply.

Terms of Sale & Refunds

IPO Candy is a membership-based service that requires a paying subscription. These come in different sizes depending on your needs and can be paid for either monthly or annually, on a one-time or recurring basis.

IPO Candy does not offer free trials. However, we provide a good deal of free content that can be used to determine whether or not the service is suitable before paying a subscription fee.

We do want our clients to be happy so if the service proves to be a disappointment, clients may contact us and receive a full or partial refund depending on the circumstances.

Pricing of Products and Services

Memberships are priced and delivered as a membership subscription. These memberships and their subscription rates are provided on our website. IPO Candy may also offer products and services, like individual reports and events, as discrete purchases.

From time to time IPO Candy makes special offerings like customized research or advisory services available to members under revised terms and conditions. Investment banks or other financial institutions sometimes require "library access" that enables content to be shared with other members of their organizations. We offer these on an ad-hoc basis.

Content Use

Materials may not be reproduced, distributed, disseminated, republished, sold, offered for sale, rebroadcast, forwarded or circulated beyond the member or named user. Members may view, print, and make copies of material only for their own personal use. Members may not share their credentials with anyone else in order to give them access to the site. PLEASE do not violate our copyrights and the terms of this agreement. This is our livelihood we are talking about here.

We do encourage fair use whereby a small portion of our content is used with citation and attribution. Links back to the full content or our website should be included.

IPO Candy offers multiple copy discounts and individual reprint/distribution arrangements can be made by special request.

PLEASE do not share members-only content with anyone as it is a violation of copyright law and undermines our business. If you have colleagues that require access to members-only content please have them subscribe or contact us for a group or corproate subscription that fits your needs.


IPO Candy is not a securities broker/dealer, investment bank, nor registered investment advisor. We do not make investment recommendations of any kind. Our content, research, and analysis are intended for informational purposes only and our conclusions are made out of a spirit of intellectual rigor, not as solicitations or calls to action.

It is impossible to judge or evaluate any investment without taking full account of investment objectives, an asset allocation plan, risk management methods, and an overall portfolio strategy. Active risk management and risk/return thresholds are as important as any absolute return possibilities.

IPO Candy employees may have investments in areas or companies that we analyze and write about. IPO Candy generally undertakes to disclose any current affiliations, relationships, or related interests. However, IPO Candy is under no obligation do so or to update any prior disclosures. IPO Candy puts clients first and never intentionally engages in any behavior that violates that principle.

Contacting Us

We are a virtual company with staff in different parts of the world. The founder is spends most of his time in Louisville Kentucky and in the Hudson Valley of NY.