Collective Liquidity, Inc.

Based in the US, Collective Liquidity, Inc. is a financial solutions provider that facilitates liquidity for employees of private companies, particularly those with equity in high-growth unicorns through innovative investment strategies. Collective Liquidity, Inc. was founded in 2021 in New York, US, and specializes in offering liquidity solutions for employees holding equity in private companies.

The company was established by Greg Brogger, Jeff Nazzaro, and Shay Finkelstein. Its headquarters are located in New York, and the firm has conducted 3 deals to date, with the most recent deal occurring on February 14, 2025. In this round, the company raised USD 900,000 from unspecified investors, marking the total amount raised to USD 900,000. Collective Liquidity specializes in providing innovative financial solutions aimed at employees of private companies, particularly those holding equity in high-growth unicorns.

The company's core offering is the Collective Exchange Fund, which allows individuals to exchange their stock for a tax-free partnership interest of equal value in a diversified portfolio of leading unicorn companies. This service is designed to address the needs of employees seeking liquidity while simultaneously reducing their financial risk by diversifying their holdings. End users include early employees and shareholders of private technology companies, who benefit from the ability to convert their concentrated stock positions into a more balanced investment strategy. Collective Liquidity operates primarily in the United States, catering to clients looking for alternative liquidity solutions in the pre-IPO market.

The revenue model of Collective Liquidity is primarily derived from transactions associated with the exchange of stock for partnership interests in their investment fund. Clients engage in a structured process where they can convert their equity into cash through a buyback mechanism, which is part of the partnership interest. The transaction structure typically involves a combination of upfront cash payments and the retention of a significant portion of the partnership interest, which may appreciate over time. This model allows Collective Liquidity to generate revenue through management fees and potential performance fees based on the fund's appreciation.

While specific pricing details for services may not be disclosed, the financial transactions are centered around the capital invested and the returns generated for clients through diversified holdings in the fund. In February 2025, Collective Liquidity plans to utilize the recent funding of USD 900,000 to enhance its offerings and expand its market presence. The company is actively designing new financial products to cater to the evolving needs of its clients. Furthermore, Collective Liquidity aims to enter new geographic markets beyond its current operations in the United States, although specific regions and timelines have yet to be disclosed.