EquityZen Inc. (“EquityZen”) operates an investment platform (the “Platform”) on which accredited investors (“Platform Investors”) may browse investment opportunities and complete investments in private placement transactions. To facilitate these transactions, EquityZen manages pooled investment vehicles (“Platform Funds”) through which accredited investors complete their investments. EquityZen does not exercise investment discretion over investments made by Platform Funds. EquityZen Securities LLC, an affiliate of EquityZen and the Platform Funds, is a registered broker-dealer and acts as placement agent for transactions on the Platform. EquityZen Advisors LLC (“EZA”), an affiliate of EquityZen, also manages pooled investment vehicles in which EZA exercises discretion over investment decisions (“Discretionary Funds”). The Discretionary Funds, like the Platform Funds, invest in private placements available on the Platform.
In order to (i) ensure the fair and equitable allocation of investment opportunities between and among Platform Funds (and Platform Investors) and Discretionary Funds and (ii) avoid and/or mitigate possible conflicts of interest, EquityZen has established the following allocation policies relating to investment opportunities available on the Platform (“Platform Investment Opportunities”) in which a Discretionary Fund makes an investment commitment.
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