--- title: Overview of EquityZen’s Investment Products Part III | EquityZen description: "Live investment opportunities are accessed by clicking on the company from the listings page. Our most common investment offering is a \"Standard Deal\". In this deal structure, investors can invest as little as $10,000 in a fund that will hold shares of a given private company." image: https://blog.equityzen.com/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2003%5B2%5D.jpg --- [![EquityZen](https://blog.equityzen.com/hubfs/equityzen-logo.svg "EquityZen")](https://equityzen.com/) - [Investments](https://equityzen.com/explore/) - [Explore](https://equityzen.com/explore-private-market/) - How it Works - [Investors](https://equityzen.com/investor/) - [Shareholders](https://equityzen.com/shareholder/) - [Institutions](https://equityzen.com/institutions/) - [Issuers](https://equityzen.com/issuers/) - [Financial Advisors](https://equityzen.com/financial-advisors/) - [Insights](https://blog.equityzen.com/) - [Login](https://equityzen.com/accounts/login/) - [Sign Up](https://equityzen.com/accounts/register/) [Back to insights](https://blog.equityzen.com) [Investor Education](https://blog.equityzen.com/tag/investor-education) [Getting Started](https://blog.equityzen.com/tag/getting-started) [Investor Basics](https://blog.equityzen.com/tag/investor-basics) # Getting Started with Private Market Investing: Part III - The Offering Document ![EquityZen](https://blog.equityzen.com/hs-fs/hubfs/image%20(5).png?width=96&height=96&name=image%20(5).png) Written by EquityZen • December 17, 2024 • 3 min read ![Getting Started with Private Market Investing: Part III - The Offering Document](https://blog.equityzen.com/hs-fs/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2003%5B2%5D.jpg?width=1318&height=736&name=Getting%20Started%20with%20Private%20Market%20Investing%2003%5B2%5D.jpg) In this article Like this article? In [Part II](https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-ii-an-overview-of-equityzens-investment-products) we introduced you to EquityZen's [investment products](https://blog.equityzen.com/knowledge-center/blog/welcome-to-equityzen-part-two). In Part III we’ll discuss the Offering Document, which is the primary resource EquityZen provides investors with to help them evaluate investment opportunities. [Live investment opportunities](https://equityzen.com/explore/) are accessed by clicking on the company from the [Investments page](http://www.equityzen.com/explore) or via [custom search](http://www.equityzen.com/listings). Our most common investment offering is a "Standard Deal". In this deal structure, investors can invest as little as $5,000 in a fund that will hold shares of a given private company. When there is a live Standard Deal, you’ll see a link to the offering on the left side under "Live Deals", previewing terms such as share class, price per share and implied valuation. To learn more, click "Invest Now". This will take you to the Offering Document for that particular Standard Deal. To learn more about our other investment products, check out [Part II](https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-ii-an-overview-of-equityzens-investment-products) of this series. ## The Offering Document ![Offering Document Example](https://blog.equityzen.com/hs-fs/hubfs/Offering%20Document%20Example.png?width=1920&height=1372&name=Offering%20Document%20Example.png) The Offering Document is a one-stop shop to find a wealth of information about a particular investment offering. This includes specifics about that particular offering, publicly available information about the company, and EquityZen's analysis of the company's [capitalization table](https://blog.equityzen.com/understanding-cap-tables-a-guide-for-private-company-investors), all prepared by EquityZen’s Research team. Below, we’ve highlighted some of the key sections. - *Investment Opportunity*: here you'll find information including security type, the implied valuation of the offering, the expected [share price](https://blog.equityzen.com/how-we-price-secondary-deals), the minimum Investment size, fees and more. You can also see information about when EquityZen last completed a transaction in that given company, if applicable. These details are all specific to this particular investment offering. - The next few sections provide an overview of the company, including their business model, customer/user base, notable developments, management team, funding history, current investors, risk factors, and any other helpful, publicly available information compiled by our Research team.  This information helps investors better understand market opportunity, revenue potential, and other important details when considering an investment. - *Deal Risks:* This section highlights key risks associated with the investment, such as right of first refusal or board approval. - Finally, the [Capitalization Table](https://blog.equityzen.com/understanding-cap-tables-a-guide-for-private-company-investors) is EquityZen's proprietary analysis of the company's equity capitalization. This “Cap Table” reporting is built by our Research team and includes the various share classes and [liquidity preferences](https://blog.equityzen.com/understanding-dilution-effects) across funding rounds, the amount of capital raised at each funding round, and estimates of the current shares outstanding and valuation as of the last funding round.  This information is primarily based on company fillings, along with other publicly available information sources that our Research team analyzes.  It’s important to understand the price you’ll be paying per share relative to the company’s last round of funding and any liquidity preferences when considering a private market investment. The cap table analysis provides this information.  Our Research team reviews and establishes a [pricing range](https://blog.equityzen.com/how-we-price-secondary-deals) for every company in which we transact to ensure our pricing negotiations fall within that range. As a result, we only offer Standard Deals that we believe are fairly priced based on a proprietary analysis of the market, company and security. --- > Once you've reviewed the full Offering Document you may be excited about a particular investment opportunity and ready to make an investment. Congrats! In [Part IV](https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-iv-single-company-fund-investment-process) we'll walk you through the investment process.     For more information about all of our investment offerings, check out our [Help Center](https://help.equityzen.com/en/). More questions? Feel free to reach out to us at [support@equityzen.com](mailto:support@equityzen.com).  Previous in series ###### Getting Started with Private Market Investing: Part II - EquityZen’s Investment Products Read prev Next in series ###### Getting Started with Private Market Investing: Part IV - The "Standard" Investment Process Read next Join Investors and Shareholders Exploring the Private Markets Today [![Get Started](https://no-cache.hubspot.com/cta/default/20754585/8e691282-6ef2-4809-87ba-5604efc0edbe.png)](https://cta-redirect.hubspot.com/cta/redirect/20754585/8e691282-6ef2-4809-87ba-5604efc0edbe) ### Related Articles ![Getting Started with Private Market Investing: Part I - Investments page + Indicating interest](https://blog.equityzen.com/hs-fs/hubfs/Getting%20Started%20with%20Private%20Market%20Investing_v2.jpg?width=812&height=446&name=Getting%20Started%20with%20Private%20Market%20Investing_v2.jpg) ##### Getting Started with Private Market Investing: Part I - Investments page + Indicating interest Curious how to get started with private market investing. EquityZen's Investments page is where you’... Investor Education 4 min read ![Getting Started with Private Market Investing: Part II - EquityZen’s Investment Products](https://blog.equityzen.com/hs-fs/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2002%5B1%5D.jpg?width=812&height=446&name=Getting%20Started%20with%20Private%20Market%20Investing%2002%5B1%5D.jpg) ##### Getting Started with Private Market Investing: Part II - EquityZen’s Investment Products Not all investors have the same needs when it comes to private market investing. That’s why we’ve cr... Investor Education 6 min read ![From Entrepreneurial Economy to Investment Opportunity](https://blog.equityzen.com/hs-fs/hubfs/shutterstock_539405500.jpg?width=812&height=446&name=shutterstock_539405500.jpg) ##### From Entrepreneurial Economy to Investment Opportunity Explore how self-directed investors can align their portfolios with entrepreneurship and innovation,... Market Views 8 min read #### The Potential to Shape the Future Join over 700,000 investors and shareholders accessing the private markets with EquityZen [![Get Started](https://no-cache.hubspot.com/cta/default/20754585/b1b6ba1b-ed6d-4097-8816-bcd01b3b9828.png)](https://cta-redirect.hubspot.com/cta/redirect/20754585/b1b6ba1b-ed6d-4097-8816-bcd01b3b9828) #### Company - [About](https://equityzen.com/about/) - [Careers](https://equityzen.com/careers/) - [Press](https://equityzen.com/press/) #### Policies & Disclosures - [Disclosures](https://equityzen.com/disclosures/) - [Business Continuity Plan](https://equityzen.com/bcp/) - [Privacy Policy](https://equityzen.com/privacy/) - [Allocation Policy](https://equityzen.com/allocation-policy/) - [Form CRS](https://equityzen.com/form-crs/) #### Help - [Help Center](https://help.equityzen.com/en/) - [Getting Started](https://help.equityzen.com/en/collections/5549447-getting-started) - [Status Page](https://status.equityzen.com/) #### Connect - [![Facebook](https://blog.equityzen.com/hubfs/facebook-1.svg)](https://www.facebook.com/EquityZen) - [![Instagram](https://blog.equityzen.com/hubfs/instagram-1.svg)](https://www.instagram.com/equityzen_/) - [![Vector (8)](https://blog.equityzen.com/hubfs/Vector%20(8).svg)](https://twitter.com/EquityZen) - [![Linked In](https://blog.equityzen.com/hubfs/linkedin-1.svg)](https://www.linkedin.com/company/equityzen) Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Investing in private companies may be considered highly speculative and involves a high degree of risk, including the risk of substantial loss of investment. Investors must be able to afford the loss of their entire investment. See [our Risk Factors](https://equityzen.com/risk-factors/) for a more detailed explanation of the risks involved by investing through EquityZen’s platform.   EquityZen Securities LLC (“EquityZen Securities”) is a subsidiary of EquityZen Inc. EquityZen Securities is a broker/dealer registered with the U.S. Securities and Exchange Commission and is a [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/) member firm.   Equity securities are offered through EquityZen Securities. Check the background of this firm on [FINRA’s BrokerCheck](https://brokercheck.finra.org/firm/summary/281820).   EquityZen Inc. was awarded a 2024 Fintech Breakthrough Award by Tech Breakthrough LLC on March 19, 2025, based on the prior year and covering calendar year 2024, and has compensated FinTech Breakthrough LLC for use of its name and logo in connection with the award. FinTech Breakthrough LLC is a third party and has no affiliation with EquityZen.   EquityZen created the ticker symbols referenced on this page for use solely on the EquityZen platform. They do not refer to any publicly traded stock. EquityZen does not have an affiliation with, formal relationship with, or endorsement from any of the companies featured and none of the statements on the site should be attributed to those companies.   “Market Activity” and other transactional data displayed on this website is compiled by EquityZen and is confidential and historical in nature. Unauthorized use, distribution or reproduction is prohibited. Transactional information does not guarantee future investment results. EquityZen cannot guarantee finding or approving a transaction at any displayed price.   EquityZen.com is a website operated by EquityZen Inc. ("EquityZen"). By accessing this site and any pages thereof, you agree to be bound by our [Terms of Use](https://equityzen.com/terms/). EquityZen and logo are trademarks of EquityZen Inc. Other trademarks are property of their respective owners. © 2026 EquityZen. All rights reserved. EquityZen 1 New York Plaza 12th floor New York, NY 10004 [Trustpilot](https://www.trustpilot.com/review/equityzen.com) [![Secured via DigiCert Extended Validation certificate](https://dioguwdgf472v.cloudfront.net/assets/equityzen/img/digicert-site-seal.png)](https://seal.digicert.com/seals/popup/?tag=eoBY_h-N&url=equityzen.com&lang=en_US&cbr=1411486682292) [![FINRA's BrokerCheck](https://dioguwdgf472v.cloudfront.net/assets/equityzen/img/broker-check.png)](https://brokercheck.finra.org/firm/summary/281820) [![SIPC](https://dioguwdgf472v.cloudfront.net/assets/equityzen/image/common/sipc.png)![FinTech Breakthrough Award](https://dioguwdgf472v.cloudfront.net/assets/equityzen/img/fintech-award.png)](https://www.sipc.org/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "EquityZen", "url" : "https://blog.equityzen.com/author/equityzen" }, "dateModified" : "2026-01-20T16:48:17.421Z", "datePublished" : "2024-12-17T09:44:00.000Z", "headline" : "Overview of EquityZen’s Investment Products Part III | EquityZen", "image" : [ "https://blog.equityzen.com/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2003%5B2%5D.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-iii-the-offering-document", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.equityzen.com/hubfs/EZ_logo_h_color-bk_RGB-1.png" }, "name" : "EquityZen, Inc." } } ```