Liquidity Manager by EquityZen

Liquidity Manager coordinates communications, documents, and
fund transfers from receipt of transfer notice to closing.

 

Everything in One Place

Communications, deal documentation, and transaction status. Manage secondary transactions all in one place (and declutter your inbox while you're at it).

Communications

Keep track of company communications
with shareholders and investors.

Documentation

Organize your legal templates and deal
documentation in our Document Library.

Transactions

Complete action items for current and
past secondary transactions.

Company Benefits

  • Keep track of current deals
  • Manage action items
  • Custom checklist of transaction steps
  • Communications in one place
  • Record past deals
  • Organize deal documentation
  • Real time support from EquityZen

For more resources check out our Knowledge Center and FAQ

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