EquityZen Insights

The hub for private market news and education

Secondary Spotlight: Private Company Investment Trends, Q1 2024

Looking back on Q1, the broader macro environment showed some mixed trends. While equity markets continued to soar and...

The Latest IPO News: EquityZen's IPO Tracker

As more private companies make the news by announcing their plans to go public, more eyes are on the IPO market. After...

How To Invest in Private Companies Before They Go Public

Getting in early as an investor in a promising company has the potential to drive substantial returns. Pre-initial...

Same-Day Exercise: A Smart Alternative to Non-Recourse Loans for Exercising Stock Options

Startup employees often begin their journey to liquidity by exercising stock options. This is an exciting step but also...

U.S. News & World Report: Should You Buy Reddit (RDDT) Stock? How to Decide

With both Astera Labs and Reddit off to great success in the public markets, now might be the time for more private...

Fortune: Reddit closes nearly 50% higher on 1st trading day in latest sign IPO market heating up

Reddit's decision to allocate IPO shares to "super users" paid off after its first few days of trading, but will it be...

Bloomberg: Reddit's IPO Starts Trading

It was an exciting afternoon awaiting RDDT to hit the tape. Catch more from our Head of Market Insight, Brianne Lynch's...

How to Invest Like a Family Office

A recent study by KKR highlighted that family offices, wealth management advisory firms for the very wealthy, are now,...

Reddit IPO: Unveiling the Largest Shareholders

Reddit aims to raise around $750M in its highly anticipated IPO slated for a NYSE debut next week. So how much do...

The State of the Unicorn

Ten years ago, just as EquityZen was getting started, Eileen Lee of Cowboy Ventures coined the term “Unicorn” to...

The Pros and Cons of Pre-IPO Investing

Pre-initial public offering (IPO) investing, a critical piece of the broader private market, presents an exciting...

Pre-IPO Stocks: What They Are & How They Work

Pre-IPO investing allows individuals like you to participate in a company's journey before the company is listed on...

Time To Reflect On Your Portfolio For 2024

Originally published by Forbes on December 22, 2023

What is Pre-IPO Investing?

Pre-initial public offering (pre-IPO) investing opens up opportunities beyond the traditional stock market to invest in...

Inc.: Companies Want to Go Public, But Aren't Ready to Pull The Trigger

New Year, new IPO market? The first quarter of 2024 will be an important indictor of what's to come for the remainder...

Forbes: Time To Reflect On Your Portfolio For 2024

In the era of investment democratization, opportunities are endless for individuals to access a diverse array of...

U.S. News: 7 Recent and Upcoming IPOs to Watch in 2024

"2023 has certainly been a tough year for IPOs, yet there is a lot of demand for new stock offerings," says Phil...

EquityZen’s 2024 IPO Outlook

As the year draws to a close, the annual ritual of initial public offering (IPO) predictions unfolds, and at EquityZen...

EquityZen Chooses Stripe Financial Connections

EquityZen is excited to announce that it is using Stripe’s Financial Connections to enable EquityZen clients to...

Bloomberg: Shein, Reddit - 2024 IPO Candidates

"From a macro perspective we have really good indicators of growth: strong GDP, inflation cooling. So now could be an...

Maximizing Retirement Savings: Tax Benefits of Self-Directed IRA Investments in Private Companies

Traditional investments like stocks, bonds, and mutual funds have long been the mainstay of retirement portfolios....

Understanding cap tables: a guide for private company investors

When considering a private company investment, it’s important to arm yourself with as much information as possible to...

Kiplinger: How to Invest in Companies Before They Go Public

First Arm, then Instacart and Klaviyo. More companies are starting to list publicly this fall, ending a historically...

Emerging Private Companies to Invest In: Our Predictions

From Arm to Instacart to Klayvio, more technology companies are entering the public markets. Eyes are on other private...

Who won when Atlassian bought Loom?

Yesterday, Atlassian announced that it would be buying Loom for $975M in cash. With a last round valuation of $1.5...

The Value of Private Company Investments in Your Portfolio

When it comes to building a diversified investment portfolio, most people think of traditional assets like public...

Navigating the Private Market Investment Landscape: Venture Capital vs. Private Equity

In the world of private market investing, two terms stand out: venture capital and private equity. While both fall...

Bloomberg: Instacart checks all the boxes

"Instacart is a bellwether to see if other companies want to file before the end of the year" explains Phil Haslett,...

NYTimes: Instacart reveals $248M in profit but slowing growth ahead of IPO

With Instacart's S-1 hot off the press, the tech IPO market may, in fact, be heating up. “Instacart and Arm are going...

Pitchbook: On the secondary market, investors deal out tough love

Private company employees have been hesitant to sell their shares in this market. Yet as the IPO market stays quiet,...

Welcome to the New EquityZen

This year, EquityZen celebrates a decade of bringing “Private Markets to the Public.” Doing anything for 10 years shows...

A Decade in the Private Markets

This year EquityZen celebrates a decade of building private markets for the public. This is a big milestone, one that...

Innovating Industries: AgTech

How green is your salad? Can it be greener? It can and your investment portfolio can be too.

Fintech.TV: Popular investment trends in sustainability

The private market is home to many of the promising companies driving innovation around sustainability and a better...

Selling Shares on EquityZen: A Guide to Creating a Sales Inquiry

So you’re interested in selling your equity?

Calpers' "Lost Decade": The Power of Private Equity Returns

Just last month California Public Employees’ Retirement System’s (Calpers) Managing Investment Director, Anton Orlich,...

Why Democratization Matters to Me

Growing up I was always told America was the “land of opportunity” and from the time I moved here at the age of 12, I...

Innovating Industries: Enterprise SaaS

Like many of you, the first thing I do when I wake up is check my phone. After turning off the alarms, I see...

Bloomberg: Shares of Startups Are Turning Dirt Cheap, Attracting Venture Funds

Private companies trading at aggressive discounts are driving institutional activity and "a sea change,” explains...

Will the IPO Market Heat Up This Summer?

While the dust may have settled for many startups directly impacted by SVB’s collapse, the reverberations continue to...

Secondary Funds are Leading the Pack

After a record blazing 2021, fundraising by private market investment managers fell considerably in 2022 and is...

Fox Business: Private equity firms are playing a ‘game of chicken’ with the M&A market

"In the public markets things trade up and down all the time...the private markets operate a little more slowly. and so...

Innovating Industries: Neobanks

In the wake of Silicon Valley Bank’s collapse, account holders largely took their funds in two directions – either to...

How We Price Secondary Deals

One of the most common questions we get asked from both our shareholder and investor clients is how we determine the...

The Importance of Knowing the Value of Your Private Company Shares as a Startup Employee

As a startup employee, you are an integral part of a company that is on the cutting edge of innovation and growth. You...

Getting Started with Private Market Investing: Part IV - The "Standard" Investment Process

In Part III we introduced you to the Offering Document created by EquityZen's Investment Research team for each...

Innovating Industries: Cybersecurity

Up market or down market, individuals, companies and governments need cybersecurity to survive in today’s digital age....

Getting Started with Private Market Investing: Part III - The Offering Document

In Part II we introduced you to EquityZen's investment products. In Part III we’ll discuss the Offering Document, which...

The Private Markets After SVB

In the aftermath of SVB’s collapse, many are wondering what the broader ramifications will be for the private markets....

Getting Started with Private Market Investing: Part II - EquityZen’s Investment Products

In Part I, we introduced you to EquityZen's Investments page. Now, we’ll introduce the different investment products...

Bloomberg: Venture Capitalists Stare Into the Post-SVB Abyss

Though we’re past the initial shock, SVB’s collapse is having longer-term consequences for the broader venture...

Getting Started with Private Market Investing: Part I - Investments page + Indicating interest

So you've just joined EquityZen and gained unparalleled access to private market investment opportunities such as:

EquityZen Named “Best Retail Investment Company” in 7th Annual FinTech Breakthrough Awards Program

Prestigious International Awards Program Recognizes Outstanding Financial Technology Products And Companies

Innovating Industries: Green Energy

Green energy refers to renewable sources of energy that are considered to be environmentally friendly and sustainable,...

A Primer on EquityZen’s Multi-Company Funds

Investing in the private markets can be tricky, especially when it comes to researching private companies and gaining...

2023 State of the Private Markets

The markets never cease to keep me on my toes and the current economic environment is no exception. Fundamentally,...

Innovating Industries: Artificial Intelligence

Innovating Industries is our new feature where we break down the innovations happening in a new or evolving industry...

WSJ: Startup Workers Wrestle With Stock Options as Company Exits Stall

Startups give workers stock options instead of a higher salary and as a bet on the young venture’s future. But the...

A Better Path to Liquidity

The news that one of the top US Unicorns is planning an IPO or secondary liquidity program (aka a “tender offer”) for...

What Equity Compensation Means for Startup Employees

You’ve received an offer to work at a startup -- congratulations! Now, how do you go about evaluating your equity...

The Secondary Market is on the Rise

The IPO market’s “out of office” message stayed on through the end 2022, closing out one of the quietest years for the...

Bloomberg: 2023 IPO Outlook

"We're starting to see more activity on the secondary markets which we typically see as leading indicator of companies...

2023 Private Market Outlook

After a volatile 2022 in the markets, what will 2023 have in store? At EquityZen, we have led access to the private...

The Future is Fusion Energy

Yesterday, the Department of Energy (DOE) officially announced that experiments at the Lawrence Livermore National...

3 Reasons to Invest in the Private Markets Now

In 2013, when we founded EquityZen, Facebook had its IPO and the private secondary market was in its infancy. Since...

Guide to Investing in Pre-IPO Secondaries

With venture-backed technology companies staying private longer than ever, how do investors go about accessing growth...

The 7 Equity Documents You Should Always Have on File

It's often hard to read legalese and figure out the stack of paperwork you receive when starting a new job at a private...

StrictlyVC Podcast: A Deep Dive on the Secondary Markets with Phil Haslett

Phil Haslett joins Connie Loizos on the StrictlyVC Podcast to discuss the evolving landscape of the secondary market....

The 'Liquidity Premium' and How it Benefits Investors

You may be interested in investing in the private companies, but not sure how to factor in the potentially long-term...

Shareholder's Playbook: What to Know About Selling Your Shares

You are working at the pre-IPO company of your dreams….but you need some immediate liquidity. You’ve heard of platforms...

Investing in Pre-IPO Secondaries for Advisors

Late stage private technology companies have fewer reasons to go public today than they did a decade ago. With the...

What is an Option Agreement?

If you work at a startup, you’ve probably received an Option Agreement. It lays out what you can and can’t do with your...

Why Time Horizon is an Investor's Best Friend

Sometimes, it’s not how much you invest, or even what you invest in, but rather when you buy and sell that matters most...

The Answers to Your Startup Equity Questions

For employee shareholders, exercising options or selling shares is something many consider, especially when there is a...

Fox Business: 'Zombie stocks' exacerbating the IPO drought

What's cooling the IPO market? Hear thoughts from EquityZen's Phil Haslett on 'The Claman Countdown'.

How to Exercise Stock Options Without Cash: A Smoother Path to Liquidity

When private company employees talk about selling their stock options, they’re not actually talking about selling their...

Financial Times: A Q&A with EquityZen’s Co-Founder

Phil Haslett, Chief Strategy Officer and co-founder of EquityZen talks with the Financial Times about why he thinks the...

What is the Private Secondary Market?

From stocks, to bonds, to commodities and more, most investors are familiar with the various options when it comes to...

Revisiting the Vesting Schedule

Nearly 50 years ago, Silicon Valley introduced, among many other things, the practice of granting employees equity as...

TechCrunch: What is a 409-A?

EquityZen's Phil Haslett shares why tech companies might want a lower valuation and what this means for startup...

Benefits of Pre-IPO Liquidity for Employees: What to Know

As companies are staying private longer than ever1, the need for pre-IPO liquidity has become increasingly important...

Barron's: Dot-Com Crash Redux? How Advisors Can Prepare Now

Advisors can provide clear advice to clients who are experiencing market-related tech-industry pain. Phil Haslett...

The Economist: After a fat year, tech startups are bracing for lean times

After a stunning run during the pandemic, which put a premium on all things digital, tech stocks have hit a rough...

Guide to Understanding RSUs for Start-up Employees

In the past decade (really, since Facebook), it's become increasingly popular for private tech companies to issue...

TechCrunch: EquityZen's Phil Haslett On How Startup Valuations Can Regain Their Moxie

Later-stage startup market dynamics may shift favorably. Phil Haslett, EquityZen's co-founder and chief revenue...

What is a 409A Valuation?

Founders, management and employees should familiarize themselves with 409A valuations early in a company’s life....

Bloomberg: Phil Haslett on Bloomberg Quicktake- SPACs vs IPOs

What do companies think about SPACs vs. traditional IPOs? Catch EquityZen's Phil Haslett on Bloomberg sharing his...

Business Insider: EquityZen Has Seen a 150% Surge in Users

The pre-IPO market is growing at an astonishing pace! EquityZen's CEO & Founder Atish Davda sat down with Business...

Yahoo Finance: Coinbase's direct listing and what to expect as a crypto investor

EquityZen's Phil Haslett joins Yahoo Finance to talk crypto, direct listings, and the growth of the pre-IPO market.

The Expanded SEC Definition of an Accredited Investor

EquityZen welcomes newly-qualified accredited investors to the private markets. At EquityZen, we’re proud to have...

2021 VC-Backed IPO Shortlist

Despite competing factors like decade market volume highs and fears of global recessions, startups and VC investors are...

CNN Business: More new stocks, please! Companies are rushing to IPO before the election

EquityZen's Phil Haslett talks to CNN Business about the growth of SPACs and why late stage private companies are...

The New York Times: The Tech IPO Comes Roaring Back in the Pandemic

EquityZen Chief Revenue Officer and Co-Founder, Phil Haslett, discusses the resurgent 2020 IPO market with the New York...

EquityZen Awarded as Technology Pioneer by World Economic Forum

EquityZen, the leading private market investment platform, was selected among hundreds of candidates as one of the...

The State of the Private Markets: 2020

Up for a while, then down, then back up. The pandemic and attendant market volatility have taken public market...

Forbes: Nine Tech IPOs That Could Survive The Coronavirus Market Hit

EquityZen CRO and Co-Founder, Phil Haslett, discusses with Forbes the 2020 IPO landscape in light of COVID-19.

2020 VC-Backed IPO Shortlist

VC-backed companies looking to IPO (or directly list) this year will face increased scrutiny on profitability,...

Fox Business: Will Lyft will eventually be profitable?

EquityZen CEO and Co-Founder, Atish Davda, gives his take on Lyft and Uber with Fox Business' Susan Li.

WSJ: Staying Private Can Only Last So Long

Atish Davda, EquityZen Co-Founder and CEO, discusses the private markets with The Wall Street Journal's Katie Roof.

2019 IPO Outlook — A Bellwether Year for the New Tech Elite?

As the bull market charged into its ninth year in 2018, with the FAANG tech giants (Facebook, Apple, Amazon, Netflix...

Institutional Investor: Can SoftBank Really Meet Investors' Expectations?

Institutional Investor features EquityZen's research on SoftBank's $100 billion Vision Fund in their latest piece.

Bloomberg: Silicon Valley’s Unicorn Elite Are Sitting on $60 Billion in Untapped Wealth

EquityZen Co-Founder Phil Haslett talks to Bloomberg about our research on unicorn founder equity valuations.

CNBC Closing Bell with EquityZen CEO Atish Davda

EquityZen CEO Atish Davda joins CNBC to discuss the year in IPOs and the outlook for 2018.

EquityZen's 2018 IPO Outlook

The past year capped yet another relatively subdued year for tech IPOs, with activity still well below 2013/2014 levels...

TechCrunch: The secondary marketplace EquityZen just landed $3 million in funding

Draper Associates leads $3M Series B round in EquityZen with participation from WorldQuant Ventures. Read more in...

CNBC Squawk Alley: Movements in Secondary Market

EquityZen CEO Atish Davda discusses growth of secondary transactions in private markets during a slower public market...

Forbes: The IPO Class Of 2016 - Will Unicorns Ride To The Rescue After A Down Year?

EquityZen is featured in a Forbes article that discusses possible 2016 IPOs for technology companies.

Forbes: The IPO Class Of 2016 - Will Unicorns Ride To The Rescue After A Down Year? Title Here...

EquityZen is featured in a Forbes article discussing possible 2016 IPOs for technology companies.

CNBC: New year, new investing strategy?

EquityZen's managed fund offering is featured by CNBC as a tool for accredited investors to diversify their exposure to...

Forbes: The Fintech 50

EquityZen is proud to announce that we were featured in the inaugural Forbes Fintech 50 list.

Inc.: Most Startups Will Never Be Unicorns, and That's OK

Atish Davda shares his thoughts in Inc. on why industry-leading private companies will continue to have access to...

The Wall Street Journal: How Wall Street Middlemen Help Silicon Valley Employees Cash In Early

The Wall Street Journal highlights the nascent secondary market for private company shares. Atish Davda, EquityZen CEO...

Yahoo Finance: EquityZen, A Stock Market For Private Companies

Benzinga hosts an exclusive interview with EquityZen CEO Atish Davda, about EquityZen's business model and the private...

TechCrunch: My Favorite Companies From The Seventh 500 Startups Accelerator Class

EquityZen was named as a favorite from the 500 Startups demo day pitch. Read more in TechCrunch.