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EquityZen Help Center
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InvestmentsInsights
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Getting Started
Getting Started

Everything to know as an investor or shareholder

27 articles
NEW! Investments Page

Investors


How do I invest on EquityZen?
What does availability Live, Waitlist and Preview mean?
Submitting interest in a company
Why don't I see companies to invest in?
Can I invest with a self-directed IRA?
Can you provide the company’s financials, exit strategy and prospectus?
Funding my investment
Investor documents
What are the commitments to investing in a deal? Is the Term Sheet binding?
What am I purchasing when I invest?
How is my investment treated for tax purposes?
What if I want to transfer my investment?
What are the methods if I want to exit or cash out my investment?

Shareholders


How do I sell my shares on EquityZen?
How do you price the shares?
What are your fees for selling?
What are sale minimums?
Shareholder documents
Selling shares for foreign shareholders and foreign companies
Selling unvested shares, unvested RSUs, and options
Do I need board level approval to sell my shares on EquityZen?
Why does EquityZen need my (business) address?
Will my company know about my sale?
How is my sale treated for tax purposes?
How secure is my personal information and identity at EquityZen?
What is allocation percentage when selling?
EquityZen Help Center
Securities offered through EquityZen Securities LLC, member FINRA/SIPC. Not investment advice. Results may vary.
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