EquityZen Knowledge Center

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Welcome to EquityZen: Getting Started -- Part II

TutorialInitiationGetting startedWalkthroughInvestor GuideWelcome

Asa Lieberman   August 31, 2015

So you've just joined EquityZen and gained unparalleled access to: 

• Shares of late-stage private companies
• Exciting pre-IPO investment funds featuring a piece of 10-20 startups
• Innovative software for researching and comparing companies across different filters
• The power to unlock greater returns for your portfolio

Now what?

Having all of this new info at your fingertips can seem overwhelming at first. Today, we’re going to discuss another one of the main features you need to know to optimize your EquityZen experience: My Watchlist.

My Watchlist

One of the most exciting aspects of the EquityZen platform is the My Watchlist section of your account. In this tab, we have created a centralized location for you to quickly and efficiently view all of the companies that you have expressed interest in and see whether any current investment opportunities are available.

We’ve given you the ability to give us more information related to your interest, which you can do by providing your desired investment size, as well as the specific valuation you wish to transact at. Not interested in a company anymore? Remove it from your Watchlist and we won’t provide updates to you anymore.



In addition, you have the ability to select industries you have an interest in. Based on your selections, we will send you information on suggested companies within those industries.



This is the second installment in a three-part series we hope will help you unlock all that EquityZen has to offer. Be sure to check back next week for the finale of our series, where we will be discussing My Investments and My Portfolio.

 
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