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Transforming Tomorrows

While your company is focused on growth today, we can help your shareholders plan for their tomorrows

Contact UsGet Executive Summary

Valued Expertise

For more than a decade, EquityZen has worked with over 450 private companies to help their employees and shareholders achieve needed liquidity. EquityZen makes secondary transactions seamless for your finance and investor relations teams. We do this by providing the following valuable services – at no cost – saving you time and money.

KYC

EquityZen's compliance team conducts KYC, BSA/AML, and OFAC checks via world class technology solutions to screen and verify prospective share purchasers.

Transfer Documentation

A dedicated EquityZen lawyer drafts the Stock Transfer Agreement and any ancillary transfer documents and securely shares them for review and execution by all parties.

Money Movements

From escrow to closing, EquityZen coordinates all money movements through its banking partners.

Process Coordination

With expertise from 45,000+ transactions, EquityZen manages the full secondary process. We coordinate with all parties to enable transactions tailored to unique company needs.

Liquidity on Your Terms

Every secondary transaction on EquityZen's platform is approved by the private companies we work with. Our solution saves private companies time and money compared to tenders or company-sanctioned liquidity programs. Our marketplace facilitates secondary transactions at no cost to you.

Maintain Control

Determine when, how much and who can sell while keeping private company information confidential.

A Single, Known Shareholder

Simplify your cap table and reduce the administrative burden of secondaries by having a single EquityZen fund as a passive, company-friendly shareholder.

Retain Talent and Mitigate Risk

Empower employees and early shareholders to realize the value of their equity on their timeline and safeguard against the risk of them seeking alternative liquidity options without your consent.

EquityZen by the Numbers

450+

Companies Served

230+

Listed on Unique Capitalization Tables

$1.5B+

Total Distributed to Shareholders

Private Company Testimonials

What Could EquityZen Do for You?

“

[EquityZen] behaves with great ethics and cordiality... Not everyone in the industry is like that.

GC, California-based Unicorn

“

EquityZen is very reputable and [you are] stand up folks.  We appreciate working with you.

CFO, California-based Unicorn

“

Your approach has consistently been favorable... [and] it's nice to work with someone you trust. EquityZen plays a really valuable role.

Associate GC, New York-based Unicorn

Endorsements and client testimonials are unsolicited, not compensated, and may not be representative of others' experiences. They don't guarantee future performance. Refer to our Disclosures for conflicts of interest related to endorsements and client testimonials.