EquityZen Insights

The hub for private market news and education

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

With IPO volume down 14% year over year, early employees are increasingly considering options for selling their shares...

The 7 Equity Documents You Should Always Have on File

It can be difficult to read the legal language in the documents you get when starting a new job at a startup. Yet these...

What Does it Mean to Have Equity in a Private Company?

Owning equity in a private company can be a highly rewarding but sometimes complex endeavor. That is because private...

Exploring Private Placements for Accredited Investors: 506(b) & 506(c)

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

What is Strategic Asset Allocation?

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

How to Read a Cap Table After An IPO or Exit

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

What is the Difference Between a Qualified Purchaser & an Accredited Investor?

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

How to Invest in Private Companies 

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

History of the Pre-IPO Market

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