EquityZen

wealthtech-retailcapital market tech

FOUNDING YEAR: 2013
LOCATION: United States
Last Update: 17/07/2020

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About

EquityZen connects shareholders of private companies with investors seeking alternative investments. We're hiring! Private company shareholders have a brand new way to diversify and monetize their holdings. EquityZens proprietary solution provides access to cash without any effect on the companys shareholder count or capitalization table. Meanwhile, accredited investors (AIs) gain access to returns previously limited to larger asset managers: upside in growth firms. EquityZens platform establishes a secure marketplace, allowing AIs to browse investment opportunities in emerging companies and industries. To learn more, send a client inquiry, please email: hello@equityzen.com To inquire about our openings, please go here: https://equityzen.com/careers/

MEDICI Analysis

EquityZen is a marketplace for private secondary investments in companies worth $50M+.

Focus

PRODUCTS & SERVICES

Marketplace for Private Investments like Pre-IPO's. Gives investors access to the pre IPO shares.

REVENUE MODEL

Company generate revenue by charging 5% upfront sales fee on investment amount from investorS.

MAIN CLIENTS

Angel Investors

High Net Worth Individuals

Family Offices

Registered Investment Advisors and Retail investors

EXISTING PARTNERSHIPS

WealthForge - To offer equity securities.

COMMENT

Market Listing, handle the paper work for their clients and level the playing field for investors.

Traction

VALUATION / MARKET CAP:

$23.33 M in 2015

TRANSACTIONS VALUE:

$30 M

People

FOUNDERS

Atish Davda

Phil Haslett

Shriram Bhashyam

BOARD MEMBERS AND ADVISORS

Savneet Singh

Nima Elyassi-Rad

Edward Zimmerman

NUMBER OF EMPLOYEES

11-50

INVESTORS:

500 Startups

Amino Capital

China Rock Capital

Draper Associates

Kima Ventures

Silicon Badia

TEEC Angel Fund

TSVC

Vaidya Capital Partners

zPark Capital

Momentum

FUNDED

YES

TOTAL FUNDING

$11.31 M

DATE OF LAST FUNDING

Jul 2017

TOTAL FUNDING COMMENT

Raised $3M in undisclosed round in July 2017

SEED & PRIOR FUNDING

$3 M

SEED CLOSED ON

Oct 2014

FUNDING SERIES

SERIES A  · $3.5 M  · Sep 2015

SERIES B  · $3 M  · Jul 2017

OTHERS  · $1.81 M · Dec 2016

LISTED

NO

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