EquityZen Insights

Private placements are a critical piece of the investment landscape, especially as companies stay private longer. While...

EquityZen Partners with Sacra to Bring Detailed Company Insights Based on our Client’s Interest

When investing, constructing a strong and resilient portfolio is essential for reaching long-term financial objectives....

“It’s a classic entrepreneur’s origin story: Guy encounters a knotty problem—and starts a company to fix it.

A capitalization table also known as a “cap table” is a breakdown of a private company’s ownership structure. It...

In the growing world of alternative investments, two investor categories often come up: "qualified purchaser" and...

As we head into the final quarter of 2024, the private equity landscape continues to evolve with both challenges and...

When Will Private Companies Start Going Public? As the market shifts, the sentiment around going public is changing....

EquityZen Welcomes Fintech Leader Justin Howell as Chief Operating Officer to Lead Next Phase of Growth EquityZen, an...

Investing in private companies, while risky, can be a lucrative venture, when done correctly. There are many concepts...

The Evolution of the Pre-IPO Market: From the .com Crash to the Rise of Secondary Markets Are you curious about the...

Investing in companies before they go public, also known as pre-IPO investing, has garnered considerable interest,...

The Pros and Cons of Selling Pre-IPO Stock Understanding the secondary markets to buy and sell private market stock may...

Pre-IPO selling allows shareholders, such as employees or early investors, to sell their shares before the company goes...

A Decade of Democratizing Access to Private Market Investments Ten years ago, EquityZen pioneered Private Equity-style...

Bloomberg shares how Atish Davda, Co-Founder of EquityZen, spends two to 20 minutes meditating to help get centered....

Atish Davda, CEO of EquityZen, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits and risks...

Inc shares how the stock market impacts the IPO market — and whether the former can help thaw the latter. Phil Haslett,...

Kiplinger shares how returns for investors who get in before companies go public can be white-hot. But you'd better be...

Yahoo! Finance shares EquityZen’s latest innovation - Private Market Map and Market Score! With the new view, you can...

In this video, Phil Haslett, Co-Founder of EquityZen examines the complexities of the private market, detailing its...

Pre-public offering investing (pre-IPO investing) represents a high-risk, high-reward avenue for portfolio...

Investing in private companies, while not without risk, is becoming increasingly attractive to both seasoned investors...

We’ve hit the half-year mark of 2024 and, as we discussed in our revised IPO Outlook, there are a number of macro...

Will the public stock market fade into oblivion? No. But, the reality is that the number of public companies have...

In this video, Phil Haslett, Co-Founder and Chief Strategy Officer of EquityZen, explores the intricacies of the...

The initial public offering (IPO) landscape of 2024 has been dynamic, even if quieter than many had predicted. A...

In this video, Brianne Lynch and Phil Haslett discuss what investors should consider when investing in the pre-IPO...

In this video, Brianne Lynch and Phil Haslett discuss the shareholder and private company dynamic when it comes to...

“Know Your Customer” is a FINRA rule requiring all financial institutions to know essential facts about our customers –...

In the finance world, there's a prevailing belief that sophisticated investments are the domain of institutional...

With most AI companies too young to IPO, investors are turning to the private markets to invest in AI innovation....

Many private market investors invest with the hope that the company they invest in will eventually go public via an...

At EquityZen, we believe in the power of investing in the private companies that are shaping the future. While these...

The private market is good for employees, private companies, and shareholders – as long as the market remains...

The retail investor is powerful. This belief has been core to my philosophy in building EquityZen. According to a...

Pre-initial public offering (pre-IPO) investing is gaining popularity as it presents a unique chance for investors to...

Savvy investors are often looking to invest in the next big thing, while aiming to maximize potential returns. Because...

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

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

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

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

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

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

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

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

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

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

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

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

Originally published by Forbes on December 22, 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

So you’re interested in selling your equity?

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

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...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Prestigious International Awards Program Recognizes Outstanding Financial Technology Products And Companies

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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