--- title: Overview of EquityZen’s Investment Products Part IV | EquityZen description: Here is a guide on how to invest in single private companies on EquityZen's marketplace. We'll walk you through the process and documentation leaving your ready to make an investment. image: https://blog.equityzen.com/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2004%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 IV - The "Standard" Investment Process ![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 • 4 min read ![Getting Started with Private Market Investing: Part IV - The ](https://blog.equityzen.com/hs-fs/hubfs/Getting%20Started%20with%20Private%20Market%20Investing%2004%5B2%5D.jpg?width=1318&height=736&name=Getting%20Started%20with%20Private%20Market%20Investing%2004%5B2%5D.jpg) In this article Like this article? In [Part III](https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-iii-the-offering-document) we introduced you to the [Offering Document](https://blog.equityzen.com/getting-started-with-pre-ipo-investing-part-iii-the-offering-document)created by EquityZen's Investment Research team for each Standard investment offering. Now, you're ready to reserve your investment allocation. Here, we'll walk you through the Investment Process. Soon, you'll be well on your way to your first private market investment. Exciting!  After reviewing the Offering Document for a specific single-company fund, you can begin the investment process by clicking 'Invest Now' at the top of the document and entering the amount you'd like to invest. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdS43rIevkWH0UFvCynGuYWewHaWBd3zFAG4RnRhQemYsfJPux3tjobG_M5bdedc1Pfx_YyuwPoXPB-gIg_E5Kvo9QPcYj5jcKxsdQLXLjReXCMPnwZcaiOrhGOoxh8LOZYFFMssg?key=EidoCo16PBqn0h-5Pfs1fEvR)   Next, you'll be prompted to provide personal information, including your address, phone number, entity type, and other details. This will open up a new screen where you can complete your Investment Reservation by generating your Term Sheet and accepting the terms. Term Sheets are non-binding and simply hold your spot in a given investment opportunity.  ![Sample of Investment Reservation process steps](https://blog.equityzen.com/hubfs/Group%208-png.png) Important:Once you've made an Investment Reservation you'll have 24 hours to complete the investment process. If you do not complete the investment process in time, your allocation will not be reserved. You can complete the process immediately after submitting your Investment Reservation or by clicking "Account" at the top right of your screen > “[Portfolio](https://www.equityzen.com/portfolio/)” > "Ongoing" to view your current deals. Your investment allocation will be officially reserved once you finish the investment process and click “Submit Investment.” From here, you can sit tight! EquityZen works with the selling shareholder(s) and company to submit the transfer and handle all subsequent steps, including the Right of First Refusal process, which typically takes 30 days. If you're curious about where we are in our process you can visit your Portfolio and look at your “Ongoing” investments to see the latest status.  ![Screenshot of Profile page of on EquityZen's marketplace](https://blog.equityzen.com/hs-fs/hubfs/Group%209-png.png?width=481&height=590&name=Group%209-png.png) Many investors choose to complete these steps in advance from [their account profile](https://equityzen.com/profile/) as most only need to be done once, even if you make multiple investments. Suitability Questionnaires need to be completed for each investment. Here you'll also review and sign the binding Subscription Agreement and W-9. The subscription document officially confirms your investment in the fund.  Please note: Given the binding nature of the Subscription Agreement, once the company has been notified of the deal, you may not be able to cancel your investment. Any cancellations after signing the subscription agreement are at the discretion of the fund manager. If a cancellation is granted, it may incur a fee.  Finally, you'll confirm the bank details of the account you'll use to fund your investment. Funds are not immediately required, and EquityZen will give investors notice to fund their accounts prior to calling capital. Funding can be completed via ACH (domestic only) or wire transfer (all international transfers must be sent through a wire). Prior to funding, we will notify you via email to confirm we will be withdrawing the capital on a specific date. If funding an investment via wire transfer, the transfer is initiated manually through your bank or using Wise (instructions for wires are provided in the “[Porfolio](https://www.equityzen.com/portfolio/)” page for the specific investment). You can let us know when you’ve initiated the wire by selecting “I’ve initiated my transfer”. Once the company waives its Right of First Refusal, we will begin the process of closing. This takes about two weeks and no action is needed from investors. If the company has exercised their Right of First Refusal and we are not able to move forward with an investment, the total of your investment amount and the sales fee will be refunded to your return bank account on file. We will try to give you priority if a new investment opportunity in this company becomes available in the future. That’s it! When your investment closes you'll be notified via email that we have countersigned your Subscription Agreement. The Investment Summary and all of your related deal documents will be found under “[Portfolio](https://www.equityzen.com/portfolio/)” and “Closed”. The “Closed” investments tab will summarize all of your previously closed transactions with EquityZen. Congratulations on your first private markets investment!  --- 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 III - The Offering Document Read prev 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 ![Pre-IPO Investing | EquityZen's Guiding Principles](https://blog.equityzen.com/hs-fs/hubfs/EquityZen_VideoThumbnail_01%5B99%5D-1.jpg?width=812&height=446&name=EquityZen_VideoThumbnail_01%5B99%5D-1.jpg) ##### Pre-IPO Investing | EquityZen's Guiding Principles Learn about the complexities of the private market and EquityZen's guiding principles in pre-IPO inv... Investor Basics 1 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. 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