Research, portfolio management, and investment updates all in one place - a 360 degree view of your client accounts.
Keep track of client communications and investment updates.
A central repository for all client documents, including tax forms and investment documents.
Complete transparency into your client's positions, including performance updates.
Investments in private placements holding pre-IPO companies are speculative, illiquid, and carry a high degree of risk, including loss of principal. Investments made on the EquityZen platform are made through pooled investment vehicles, which acquire shares of private technology companies, and are not direct investments in these companies.
To learn more about whether you're eligible, typical investment size, company valuation, and share price, request access here.