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support

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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

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Azure Databricks No 
Claude No 
Grok No 
Groq No 
Hivemind No 
Kraken No 
Lambda No 
Lattice for Command & Control No 
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 No 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EquityZen

Founded

2013

Country

United States

Website

equityzen.com

Vendor Details

Company Name

Q4

Founded

2005

Country

Canada

Website

www.q4inc.com

Product Features

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management Yes 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations No 

Video Conferencing

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

Virtual Event Platforms

Alerts/Notifications Yes 
Attendee Management Yes 
Customizable Branding No 
Event Management Yes 
File Sharing No 
Lead Capture No 
Live Audio/Video Chat No 
Live Text Chat Yes 
Mobile Access No 
Moderation Yes 
Pre-made Templates No 
Presentation Tools Yes 
Q&A Yes 
Reporting/Analytics Yes 
Social Media Promotion No 
Surveys/Polls Yes 
Virtual Booths No 
Virtual Lobby No 

Web Conferencing

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

Website Builder

Auto Update Yes 
Content Import / Export Yes 
Drag & Drop No 
Invoices Yes 
Landing Pages / Web Forms Yes 
Newsletter Management Yes 
Online Booking Yes 
Online Store Builder No 
Pre-built Templates Yes 
Real Time Editing Yes 
SEO Yes 
Survey Builder No 
White Label No 

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