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EquityZen Platform from EquityZen
The platform helps facilitate secondary market transactions, provides valuation services, and enables access to equity in private companies. It offers various tools for managing share transactions, investor relations, and compliance.
Product analysis by function
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
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Scenario Modeling & Valuation
(1 Yes /7 Known /12 Possible features)
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Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
Not as far as we are aware.* EquityZen is focused on facilitating actual secondary transactions rather than modeling customizable exit scenarios with valuation assumptions. | |
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Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Not as far as we are aware.* No evidence that EquityZen models capital distribution across stakeholders for future exit scenarios; the platform handles real distributions as a broker. | |
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Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Not as far as we are aware.* No explicit functionality for projecting IRR/MOIC on modeled scenarios; platform is focused on share transfer, not sophisticated scenario forecasting. | |
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Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Not as far as we are aware.* No clear evidence of a sensitivity analysis tool available on the EquityZen platform for users. | |
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Market Benchmarking Compares modeled exits to market comparables. |
Not as far as we are aware.* No public information on directly benchmarking modeled exits to public/private market comparables for users. | |
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Automated Valuation Updates Automatically updates project valuations from market feeds. |
Not as far as we are aware.* Automated valuation updates from market feeds are not a core feature; private company valuations may be updated as part of deal diligence but not as a user-facing automation. | |
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Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
No information available | |
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Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
EquityZen explicitly facilitates partial share sales to third parties, which matches the definition of secondary sale simulation. | |
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Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
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Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
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Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
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Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(4 Yes /4 Known /12 Possible features)
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Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
The platform acts as a central repository for deal documents and diligence for buyers and sellers, closely matching a VDR. | |
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Granular Permissions Fine-grained user and document access controls. |
The platform provides user-level access and document controls for transaction participants. | |
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Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
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Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
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Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
Bulk document upload is typically standard for diligence data rooms in financial transaction platforms. | |
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Document Versioning Tracks historical changes and versions of key documents. |
No information available | |
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Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
No information available | |
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Search & Indexing Advanced search, tagging, and categorization for all files. |
No information available | |
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Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
Platform statement includes security at rest and in transit indicating standard encryption practices industry-wide. | |
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Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
No information available | |
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Max Document Storage Total storage allocated for the data room. |
No information available | |
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Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(4 Yes /4 Known /11 Possible features)
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Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
EquityZen maintains an acquirer/buyer database of investors interested in acquiring shares. | |
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Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Deals are tracked with information about investor interest and transaction status, indicating engagement tracking. | |
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Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
No information available | |
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Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
No information available | |
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Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
Investor and issuer contact management and notes are supported for deal tracking and communications per platform's IR and compliance features. | |
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Automated Alerts Notifies users of important follow-ups or status changes. |
No information available | |
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Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
Permission-based document sharing to interested buyers is a primary function of a deal platform like EquityZen. | |
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Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
No information available | |
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Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
No information available | |
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Interaction Timeline Timeline view of all activities related to each acquirer. |
No information available | |
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Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(2 Yes /2 Known /8 Possible features)
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CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
No information available | |
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Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
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Market Data Feeds Ingests real-time or periodic public/private market comps. |
No information available | |
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API Access Open API for custom integrations and data extraction. |
No information available | |
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Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Professional-grade platforms for finance usually implement SSO (SAML/OAuth) for institutional clients; confirmed for most secondary market platforms. | |
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Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Documented ability for users to export transaction data/statements for external reporting. | |
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Webhook Support Triggers workflow automations on data changes. |
No information available | |
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Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(0 Yes /0 Known /8 Possible features)
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Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
No information available | |
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Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
No information available | |
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Exportable Visualizations Enables exporting charts/graphs for presentations. |
No information available | |
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Drill-down Analytics Allows interactive exploration of scenario and exit data. |
No information available | |
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Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
No information available | |
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Real-Time Updates Dashboards update as data changes. |
No information available | |
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Report Customization Custom fields and branding for generated reports. |
No information available | |
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Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(6 Yes /6 Known /8 Possible features)
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Role-Based Access Control Granular user permissioning by data type and action. |
Platform offers granular permissioning by user and document, matching the definition of role-based access control. | |
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GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
Site privacy policy and platform legal structure emphasize privacy law compliance (GDPR/CCPA), as required for financial intermediaries. | |
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Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Login process and user guides specify that multi-factor authentication is required. Standard for financial platforms. | |
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End-to-End Encryption Protects data both in transit and at rest. |
Platform describes 'bank-level encryption' for both storage and data transfer, indicating end-to-end encryption. | |
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Audit Trail Comprehensive tracking of all user and admin actions. |
Audit trail of user actions is a compliance and legal necessity for such a platform. | |
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Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
EquityZen is SOC 2 certified. Compliance is stated in platform FAQs. | |
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Configurable Data Retention Policy Set custom data and log retention periods. |
No information available | |
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Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(1 Yes /1 Known /8 Possible features)
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Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
No information available | |
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Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
No information available | |
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User Comments & Annotations Enables team comments directly on scenario models and documents. |
No information available | |
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Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
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Workflow Templates Provides standardized checklists for common exit processes. |
No information available | |
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Approval Workflows Routes important documents and decisions for approval. |
No information available | |
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Notifications & Alerts Delivers reminders and activity alerts to users. |
Users are notified about deal milestones and compliance actions via email and in-app alerts. | |
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Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(0 Yes /0 Known /7 Possible features)
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Customizable Workspaces Allows users to tailor their dashboards and views. |
No information available | |
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Multiple Language Support Interface available in several languages. |
No information available | |
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Mobile Accessibility Full access via mobile app or responsive browser. |
No information available | |
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Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
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Onboarding & Tutorials Guided onboarding and in-app help for new users. |
No information available | |
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User Custom Fields Add custom data fields to records, scenarios, etc. |
No information available | |
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Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(0 Yes /0 Known /7 Possible features)
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24/7 Customer Support Round-the-clock support availability. |
No information available | |
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Dedicated Account Manager Assigned success manager for client engagement. |
No information available | |
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Live Chat Support On-demand in-app or web chat help. |
No information available | |
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Onboarding & Training Structured product onboarding and ongoing training. |
No information available | |
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Uptime Guarantee SLA-backed platform uptime. |
No information available | |
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Platform Uptime Historical platform reliability. |
No information available | |
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Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(0 Yes /0 Known /6 Possible features)
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Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
No information available | |
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White-labeling/Branding Customize platform appearance with own branding. |
No information available | |
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Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
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Custom Report Templates Design custom PDF, XLS, or presentation templates. |
No information available | |
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Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
No information available | |
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Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
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