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About

EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares.

About

Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accredited investors and private company shareholders who want to trade and access pre-IPO private equity opportunities through a structured online marketplace

Audience

Investor relations and corporate communications

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

EquityZen
Founded: 2013
United States
equityzen.com

Company Information

Q4
Founded: 2005
Canada
www.q4inc.com

Alternatives

Alternatives

B2i

B2i

B2i Technologies, Inc.
Sequire

Sequire

SRAX

Categories

Crowdfunding Supported

Categories

Financial CRM Features

Account Alerts Not Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Not Supported

Investor Relations Features

Automated Reporting Not Supported
Compliance Management Not Supported
Custom Emails / Newsletters Not Supported
Data Centralization Not Supported
Deal & Acquisition Management Supported
Document Creation Not Supported
Document Management Not Supported
Electronic Signature Not Supported
Investor CRM Supported
Investor Transactions / Valuations Not Supported
IR Website Builder Not Supported

Video Conferencing Features

Electronic Hand Raising Supported
Mobile Access Supported
On-Demand Webcasting Supported
Presentation Streaming Supported
Presentation Tools Supported
Private Chat Supported
Real-Time Chat Supported
Record & Playback Ability Supported
Screen Sharing Supported
Two-Way Audio & Video Supported
Video Conferencing Supported
Whiteboard Supported

Virtual Event Platforms Features

Alerts/Notifications Supported
Attendee Management Supported
Customizable Branding Not Supported
Event Management Supported
File Sharing Not Supported
Lead Capture Not Supported
Live Audio/Video Chat Not Supported
Live Text Chat Supported
Mobile Access Not Supported
Moderation Supported
Pre-made Templates Not Supported
Presentation Tools Supported
Q&A Supported
Reporting/Analytics Supported
Social Media Promotion Not Supported
Surveys/Polls Supported
Virtual Booths Not Supported
Virtual Lobby Not Supported

Web Conferencing Features

Electronic Hand Raising Supported
Mobile Access Supported
On-Demand Webcasting Supported
Presentation Streaming Supported
Presentation Tools Supported
Private Chat Supported
Real-Time Chat Supported
Record & Playback Ability Supported
Screen Sharing Supported
Two-Way Audio & Video Supported
Video Conferencing Supported
Whiteboard Supported

Website Builder Features

Auto Update Supported
Content Import / Export Supported
Drag & Drop Not Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Supported
Online Booking Supported
Online Store Builder Not Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Not Supported
White Label Not Supported

Integrations

Azure Databricks Supported
Claude Supported
Grok Supported
Groq Supported
Hivemind Supported
Kraken Supported
Lambda Supported
Lattice for Command & Control Supported
OpenAI Supported
Perplexity Supported
Quantinuum Nexus Supported
Shield AI Supported
Stripe Supported

Integrations

Azure Databricks Not Supported
Claude Not Supported
Grok Not Supported
Groq Not Supported
Hivemind Not Supported
Kraken Not Supported
Lambda Not Supported
Lattice for Command & Control Not Supported
OpenAI Not Supported
Perplexity Not Supported
Quantinuum Nexus Not Supported
Shield AI Not Supported
Stripe Not Supported
Claim EquityZen and update features and information
Claim EquityZen and update features and information
Claim Q4 and update features and information
Claim Q4 and update features and information