Does your wealth depend
on a single company?
Reduce the risk of pre-IPO shares by exchanging tax-free into
a portfolio backed by legendary VCs
Why the Collective Exchange Fund?
$300M+
Assets Under Management*
29
Portfolio Companies
6
Successful Exits
*Consolidated assets across Collective managed funds
Reduce your risk
Holding all of your wealth in a single, illiquid stock is risky. Exchanging some of your shares for an interest in Collective's diversified portfolio can greatly reduce your risk, effectively putting a floor under your net worth,
Defer your taxes
Unlike a stock sale, exchanges into Collective's fund don't trigger taxes. The tax savings compound over time and potentially more than double your wealth over the long-term.
Invest alongside renowned VCs
Collective's portfolio of private growth companies is comprised of the "winners" of the most successful VCs. The fund targets rates of returns equivalent to those of top quartile venture capital firms over time.
Access liquidity
Investors in the Collective Exchange Fund can redeem their fund interests for cash or access immediate liquidity through Collective's LP BuyBack program or loans from Collective's partner banks.
Learn more - schedule a 15 minute call
Double your wealth by exchanging with
the Collective Exchange Fund
Compare the result after 7 years between diversifying with Collective versus a stock sale
Use our calculator to estimate your benefit from tax free diversification
Calculate Your Benefit
Success Stories
Our customers love Collective
Easy Diversification
“I chose Collective Liquidity because all of my private company stock was locked into a single company. Collective Liquidity offered an easy way to diversify my equity holdings, and at the same time giving me access to liquidity whenever I needed it.I got an offer immediately and their process was very straightforward. I've worked with other secondary share markets in the past and can say Collective was the quickest and most painless experience. My Collective rep was very knowledgeable and managed the process for me every step of the way.”
Shareholder of Motive
Collective Client
Complicated made easy
“Collective Liquidity was amazing! They made a complicated equity transaction happen quickly and smoothly. I couldn’t be more grateful for their positive, open, and transparent process. They really listened to my goals and together we came up with a creative solution to achieve those goals. Then they worked tirelessly to connect the dots and make it happen.”
Shareholder of Apollo Graph
Collective Client
Lower Fees
“I needed to liquidate some of my private company stock to take care of family members. Collective was willing to purchase my shares without charging a broker fee. That meant that I kept a lot more of my sale proceeds. Plus, the process was quick and simple and incredibly smooth.”
Shareholder of Attentive
Collective Client
Extremely professional & efficient
“After I was impacted by a layoff, I was looking to monetize a portion of my vested options to reduce my risk. I found Collective Liquidity and never looked back. I really appreciated their liquidity calculator – it enabled me to really compare Collective’s offer with other options. The Collective team was extremely professional, efficient, and the process was simple and well-orchestrated.”
Shareholder of Dataminr
Collective Client
No capital gains tax
“After 5 years of working diligently at the same company I had accumulated meaningful value in stock options. However, the timing of a liquidity event was unclear and my inability to influence the outcome had me worried. The Collective Exchange Fund empowered me to take control over the situation by diversifying my over concentration without triggering a capital gains tax.”
Shareholder of Cerebras
Collective Client
Liquidity AND Continued Upside
"In 2023, the tech market had a significant correction. I still believe in my company, but there is more risk now. I didn't want to sell all my pre-IPO shares and give up future upside, but I knew I needed to reduce my risk by diversifying. That's why I chose Collective Liquidity. I wasn't 100% ready to cash out, but I wanted to add some stability to my net worth. Collective enabled me to achieve both immediate cash and long term wealth creation."
Shareholder of Outreach
Collective Client
Learn how to get tax-deferred liquidity
Exchange shares for a stake in Collective's rapidly growing
portfolio of the most exciting unicorns
Many of the most successful VCs are invested in our Exchange Eligible Companies: Learn more
Learn more - schedule a 15 minute call
Learn how Collective's solutions enable you to manage your risk and maximize your wealth
Complete your exchange in 3 easy steps
Employees holding shares or options in eligible companies may exchange them for a limited partnership interest in the Exchange Fund of equal value. So, for each $100,000 worth of shares contributed to the fund, the employee receives a $100,000 limited partnership interest in the fund.
To start your Exchange, follow these simple steps:
See if your company's shares are eligible for exchange into Collective's fund here
See the per share value Collective assigns to the shares you are exchanging into the fund here
Use Collective easy online process to review and e-sign the paperwork
That's all you need to do. From there, Collective's friendly operations team works with your company and expertly manages your exchange into the fund.
Quick links to Exchange Fund Benefits: