EquityZen is a financial technology company that operates an online platform designed to enable private investors access to pre-IPO investment opportunities. The platform also provides shareholder liquidity to employees and investors of private companies.

EquityZen

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in the private companies shaping the future. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 37,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

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Investors are eagerly awaiting Rubrik's upcoming IPO, which could value the company at up to $5.4B. Private companies are watching too. 

This is because Rubrik is a traditional SaaS company and will serve as a better comparison for other tech companies evaluating whether to go public in 2024 than other recent IPOs, explains Phil Haslett, EquityZen Co-Founder & Chief Strategy Officer.

Check out more from his conversation on Rubrik with María Soledad Davila Calero in Fortune. 

https://bit.ly/4419Hnm 

#rubrik #rubrikIPO #IPOmarket #IPOalerts #IPOnews

As public markets continue to rally this year, how are private companies trading? Vote with your guess for the average discount that we're seeing companies trade at in the private markets. 


 #privatemarkets #marketinsights #publicequities #valuations

Poll results are out - and those who voted Q2 were winners 🏆 

Historically, Q2 IPOs have seen the highest one-day returns 📈 

After the success of Reddit & Astera Labs' IPOs, can we expect even better results this quarter? Time will tell 🔮 



https://lnkd.in/gzy5Z39U

Matt Levine's column in Bloomberg on forward trades in the secondary market has many in our industry talking. Forward contracts aren’t new to the secondary market. In fact they are something we at EquityZen explored back in 2013 -- quick transactions, even in transfer-restricted companies. It sounds pretty nice...

But we quickly abandoned this path given the risks and, instead, we’ve played the long game. Eleven years later we have learned that this approach respects the fact that there are three stakeholders in this market — shareholders, investors and the private companies. Recognizing and respecting all parties has allowed us to work with over 450 private companies on over 40K secondary transactions over the past decade. ALL with company approval and a customer centric lens that is focused on minimizing counterparty risk.


https://bloom.bg/3J99PI7
https://bit.ly/3JaD5Ot

#privatemarkets #secondarymarket #preIPOinvesting

Startup employees often face hurdles in exercising their stock options, limiting their access to potential wealth. Discover an alternative pathway through same-day exercise, a strategic alternative to non-recourse loans that while not without risk, minimizes financial risk while maximizing liquidity. Learn more here 👇 https://ezen.fyi/49spAob

What industries were most popular in the private markets in Q1? 

The Zen 10, which tracks the most in demand industries amongst EquityZen investors, saw Aerospace 🚀, Advanced Materials 🧪 & Manufacturing 🔨 grow in popularity. Meanwhile AI 🧠, Information Technology 🖥️ & Fintech 💸 continued to lead the pack. 

What industries are you investing in? 

#privatemarkets #secondarymarket #marketinsights #markettrends #ai

Thinking about exploring alternative investments like pre-IPO stock? Check out our guide in Kiplinger where we cover 5 important topics to discuss with your financial adviser(including pros & cons), plus how to navigate the world of pre-IPO investment opportunities. 
https://bit.ly/4aoUDTe 

#Investing #preIPOstock #AlternativeInvestments

To wrap up Women's History Month, we spent an inspiring day at Supermomos Women’s Leadership Summit at the NYSE. The panels covered topics from preparing to IPO and the state of the venture market to brand building and professional development.  

Thanks to an impressive array of panelists like Pauline Brown, Former Chairman at LVMH & MD at Carlyle, Sheila Lirio Marcelo, Former Founder of Care.com, Jennifer Tegan of New York Ventures, Erica V. of Intel Capital, Alexa Hirschfeld Co-Founder of Paperless Post, Jenny Fielding of Everywhere Ventures, and many, many more for sharing such smart insights.  

#IPO #venturecapital #investing #womeninvestors

Liquidity ≠ Exit. 

The longer your company remains private, the more likely you’ll have shareholders who need to sell their shares to meet their unique financial needs.

Here's how private companies are using EquityZen to provide liquidity on their terms:

1. Recruit and retain

Use EquityZen to streamline liquidity management. Empower employees to realize the value of their equity and reduce the risk that they might seek alternative liquidity options without company consent.

2. Issuer Approved Partner

ALL our transactions are issuer-approved - most brokers in our space cannot say that. Plus, we appreciate discretion and are happy to remain behind the scenes.

3. Maintain control

Designate who can sell, how much and when. Count on EquityZen to manage transaction details, standardizing processes to accelerate secondary sales.

4. Gain valuable insight

9 10 years’ worth of data on investor demand, historical secondary transactions, and peer and general market trends can help inform future fundraising or exit decisions, including pricing a direct listing. EquityZen’s diverse and sizable investor base allows for efficient price discovery and a holistic view of market demand.

5. Add efficiency

Consolidate your cap table and reduce your administrative burden. EquityZen’s fund serves as a single cap-table entrant and point of contact for required documentation and acts as a passive, company-friendly investor.

6. Choose a known investor

EquityZen’s fund sits passively on the cap tables of ~200 leading VC-backed companies today and have worked with over 350 450 private companies on secondary transactions, many of whom have IPO’d. We market transactions exclusively to a vetted network of accredited investors and qualified purchasers.

7. Mitigate risk

By offering liquidity via a trusted partner, issuers can avoid their shareholders leaking private information to gray-market brokers in hopes of hiring prices. Given our track record, firms can rest assured. 

EquityZen transactions are typically considered arms’ length and do not impact 409A valuations.

EquityZen is the technology platform for managing liquidity.

Family offices are allocating over half of their portfolios to alternatives, and private investments in particular, in the pursuit of long-term growth. 

Savvy individual investors are following their lead, challenging the traditional asset allocation strategies. 

Our latest blog post dives into the strategies that individual investors can implement. Check it out. https://hubs.ly/Q02q-J_f0

#familyofficeinvesting #privatemarkets #alternativeinvestments

COM:EQUITYZEN

EquityZen