EquityZen Knowledge Center

EquityZen has curated this list of quality resources for secondary investors, shareholders and company representatives.
Have additional questions? We'd love to hear from you.

Using Private Shares for High Impact Charitable Giving and Year-End Tax Planning

CharityCharitable DonationsTax ReliefFidelityFidelity Charitable

Brianne Lynch   November 29, 2018

Most private company shareholders investors are usually quite generous when it comes to donating and giving back to communities, causes, and charities. But while it’s well known that these shareholders are very charitable, less understood is how they donate and what complexities they have to manage when making philanthropic contributions.

To help answer those questions, we sat down with Karla Valas, Managing Director of Advanced Planning, from Fidelity Charitable to get a better understanding of how private company investors donate, what types of assets can be used for charitable giving, and how Fidelity Charitable can help them donate more.

 
 


We're collaborating with Fidelity Charitable to help you donate your pre-IPO shares. To learn more or to open a giving account, click here.

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Thank You from the EquityZen Team

ThanksgivingEquityZen

Ketan Bhalla   November 21, 2018

It’s that time of year again, when everyone in the United States gets around the table with loved ones to reflect on what we are thankful for.  This is now our fourth Thanksgiving blog post – an annual EquityZen tradition that allows us to look back on the past year and reflect on some of the things that we, as a company, are grateful for.


Continued recognition of private markets

Following an increase in coverage about private markets in 2017, we saw even more recognition of this asset class in 2018.  Whether it was in the context of currently private companies that may be set for a 2019 IPO or the impact of Softbank’s Vision Fund, news about the private markets was able to generate even more mainstream press coverage.  High profile events such as Microsoft’s acquisition of GitHub also appeared to pique the interest of shareholders and investors alike.  We believe that more education and information sharing about the private markets is paramount and are excited to see this trend (hopefully) continue into 2019.  

Our team

At its core, the EquityZen team has always been our “special sauce” – a collection of ambitious individuals who have all come together as a team to spread the gospel of “Private Markets for the Public”.  We added a lot of new team members in 2018, all of whom have immediately added value to the company (and to our mission) with a client-first mindset.  We doubled our team size in 2018 (after also doubling in 2017!), but have also remained steadfastly committed to ensure that every new team member represents and exhibits our core company values.  If you know anyone that might be interested in joining our team, a list of our open roles can be found here.

Our clients

2018 was a record year for EquityZen in many respects.  We hit some major milestones that we are extremely proud of and could not have achieved any of this without the support of our clients (shareholders, investors, and companies alike).  We have now completed over 5,000 transactions in over 125 premier private companies, and our mindset of having all three of these key players involved in our transactions has proven to be a successful strategy.  We are also extremely appreciative of all of the feedback (both good and bad!) as we continue to innovate and digitize the process of completing private placement transactions.  

From our entire team at EquityZen, thank you for being part of our community.  We’re excited about the future and are extremely appreciative of your support.
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2019 IPO Outlook — A Bellwether Year for the New Tech Elite?

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Adam Augusiak-Boro   November 15, 2018

As the bull market charged into its ninth year in 2018, with the FAANG tech giants (Facebook, Apple, Amazon, Netflix and Alphabet’s Google) leading U.S. equities markets to record highs, many of us thought we would have seen stronger IPO activity. However, with under two months left of 2018 and despite favorable market conditions, this year’s U.S. IPO count is still nearly 100 IPOs lower than 2014’s total of 275 priced IPOs. At EquityZen, we continue to believe that IPO volume will remain subdued compared to prior bull markets given the secular trends we see in the U.S. capital markets.


Our team at EquityZen took a closer look at the companies we believe are primed to go public in 2019. To read our full 2019 IPO Outlook, please click here.
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