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Introducing Our All New My Investments Page

Zhi+An Ng | July 12, 2015


At EquityZen, we understand that transactions in the secondary market can be tedious at times. We are constantly trying to make that process simpler, faster, and more transparent. Recently we have updated the "My Investments" page, to give more clarity on the status of the deal, showcase key numbers related to this deal, and highlight any actions required on your part. Let's take a look.



When you go to the "Accounts" page and click on the "My Investments" tab, a refreshing new look awaits you. The closing date of the deal is highlighted clearly, and any required actions are displayed prominently.


Below the alerts, key figures such as the Total Fund Size and Ownership Percentage are shown. This provides a clear overview of the deal.

The progress bar right below highlights the status of documents that are required for the deal to proceed. In this case, I have successfully submitted my Term Sheet, Investment Paperwork, and Money Transfer. I should submit my W-9 or W-8 form as soon as I can.

Also for each deal, we have included useful secondary information such as any Deal Updates our team has sent out for this deal, documents you have submitted, and news articles related to this company. You can view this information by clicking on the "Show Updates, Documents and News" link.







We are always trying our best to be clear and transparent about the transaction progress, while keeping your personal information and documents secure and confidential. Do you like the new look of the "My Investments" page? We'd love to hear your thoughts. Drop us a line at hello@equityzen.com.

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