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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EquityZen serves as a financial technology platform and private market hub that bridges the gap between private company shareholders—such as employees or early investors looking to liquidate their equity—and accredited investors eager to explore pre-IPO investment options. By streamlining secondary market transactions for late-stage private company stocks, it offers a transparent process and organized investment products that introduce liquidity into markets that are typically illiquid, thus allowing participants to benefit from the expansion of prominent private enterprises. Since its inception in 2013, EquityZen has successfully facilitated numerous private placements involving hundreds of companies, effectively connecting buyers and sellers while providing both pooled investment vehicles and direct share purchases to accredited investors. The platform's suite of tools and extensive network strives to unlock the value of equity compensation for shareholders while simultaneously granting investors diverse access to shares of private companies, enhancing their investment portfolios. Through these efforts, EquityZen aims not only to foster investment opportunities but also to transform the accessibility of private market investments.

Description

Goldright's Legal Entity Manager empowers organizations to effectively oversee their global shareholding and mandate frameworks. By consolidating equity and board-mandate information into a singular, transparent, and audit-proof overview, it eliminates the need for cumbersome manual spreadsheets by centralizing and validating shareholding structures. The system features a robust shareholding database that allows for owner traceability and maintains a timestamped history, ensuring readiness for audits. Legal Entity Charts are created dynamically and automatically refresh in response to any changes in equity ratios or entities involved. Additionally, the Legal Entity Manager keeps track of statutory deadlines, such as shareholder meetings and board sessions, and provides automated reminders to users. With integrated governance, it manages ownership and compliance efficiently, while a built-in Business Process Engine (BPMN) streamlines data workflows through automation. Furthermore, an AI assistant is available to respond to natural-language queries within the platform, and open APIs facilitate seamless integration with other systems. This comprehensive solution significantly enhances organizational efficiency and governance management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Azure Databricks Yes 
Claude Yes 
Goldright Agile Data Manager No 
Goldright Enterprise Suite No 
Goldright Identity Manager No 
Goldright Organizational Data Manager No 
Grok Yes 
Groq Yes 
Hivemind Yes 
Kraken Yes 
Lambda Yes 
Lattice for Command & Control Yes 
Model Context Protocol (MCP) No 
OpenAI Yes 
Perplexity Yes 
Quantinuum Nexus Yes 
Shield AI Yes 
Stripe Yes 

Integrations

Azure Databricks No 
Claude No 
Goldright Agile Data Manager Yes 
Goldright Enterprise Suite Yes 
Goldright Identity Manager Yes 
Goldright Organizational Data Manager Yes 
Grok No 
Groq No 
Hivemind No 
Kraken No 
Lambda No 
Lattice for Command & Control No 
Model Context Protocol (MCP) Yes 
OpenAI No 
Perplexity No 
Quantinuum Nexus No 
Shield AI No 
Stripe No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EquityZen

Founded

2013

Country

United States

Website

equityzen.com

Vendor Details

Company Name

Goldright GmbH

Country

Austria

Website

goldright.com/en/solutions/legal-entity-manager

Product Features

Product Features

Entity Management

Access Control Yes 
Compliance Management Yes 
Contract Management Yes 
Corporate Structure Management Yes 
Document Assembly No 
Due Date Tracking Yes 
Electronic Filing Yes 
Electronic Signature No 
Multi-Jurisdictional Yes 
Ownership Tracking Yes 
Records Tracking Yes 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

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