Collective
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Collective firmographics
Firmographics- Name
- Collective
- Legal name
- Collective Liquidity
- Website
- https://collectiveliquidity.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Collective industry classification
Industry- Product category
- Private Securities Exchange Funds
- NAICS
- Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Equity Mutual Funds (Active) (FSAAAEAA)
- akta.pro secondary industry
- Private Equity Buyout Fund-of-Funds (FSANAGAD)
Keywords
Where Collective is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Collective business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Exchange Fund Management: Collective operates an exchange fund where employees exchange their private company shares for limited partnership interests. Revenue is generated through fund management fees and the spread on share transactions.
- LP BuyBack Program: Provides liquidity to investors by purchasing fund interests back from limited partners, generating revenue through the differential between purchase and market value.
- Non-Recourse Loans: Facilitates loans from partner banks against fund interests, likely earning referral fees or interest sharing arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free instant valuation and consultation |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Collective product offering
Product offeringCore offering
Collective operates an exchange fund that lets employees and shareholders of venture-backed unicorn companies exchange their concentrated, illiquid private company shares for limited partnership interests in a diversified portfolio of top-decile VC-backed companies, deferring capital gains taxes. It complements this fund with an LP BuyBack Program and partner-bank non-recourse loans for immediate liquidity, plus free online valuation and wealth-comparison tools to onboard clients.
Product overview
Collective ( Collective Liquidity) is a financial tools provider offering a single unified product: the Collective Exchange Fund. This exchange fund enables employees holding shares or options in eligible private companies (unicorns) to exchange their concentrated positions for a diversified portfolio interest without triggering capital gains taxes. The service is complemented by the LP BuyBack Program for immediate liquidity access, and several free online tools (Instant Valuation, Liquidity Estimator, Exchange vs. Stock Sale Estimator) that help prospective clients assess their options. The platform targets shareholders of over 20 unicorn companies and has facilitated 6 successful exits including SpaceX, Rippling, and Cerebras.
Differentiator
Problem solved
Functional benefit
Brands
- Collective Exchange Fund: A diversified portfolio fund allowing unicorn employees to exchange shares for tax-free diversification while maintaining exposure to private growth companies.
Products and services
- Collective Exchange Fund
Quantifiable outcome
- Potential to more than double wealth over 7 years through tax-free exchange vs stock sale ($2,280,697 vs $1,117,542 from $1M initial exchange)
- +2 more outcomes
Companies that use Collective
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles1 record
Collective technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Collective partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Collective competitors and assessment
Company assessmentDirect peers
- EquityZen: EquityZen operates a secondary marketplace where employees of private companies can sell shares to accredited investors. It is the closest direct peer to Collective in addressing private-employee share liquidity, with overlapping target customers and similar consultative GTM.
- Forge (Equa): Forge (now Equa) is a leading private shares marketplace serving unicorn employees, investors, and shareholders with secondary trading and tender offerings. It competes directly with Collective for the same employee liquidity need, at larger scale.
- Hiive: Hiive is a private secondary market platform matching buyers and sellers of pre-IPO shares. It serves a similar audience of unicorn employees and shareholders with a marketplace-based model directly comparable to Collective's liquidity offerings.
- SharesPost: SharesPost runs an alternative trading system (ATS) for private company securities, enabling accredited investors and employees to trade pre-IPO shares. It overlaps with Collective on the private-employee liquidity value proposition.
- 1810 Wealth: 1810 Wealth operates exchange funds specifically targeting wealthy individuals and employees with concentrated single-stock positions seeking tax-deferred diversification. It is a direct exchange-fund-structure competitor to Collective's core product.
- Diversify (Tender Wealth): Diversify operates exchange funds and secondary tender programs for pre-IPO employees seeking diversification and liquidity. It is a focused exchange-fund competitor with similar tax-deferred structuring and target customers.
Emerging players
- Carta: Carta is a cap-table management platform that has expanded into private secondary tender offerings and liquidity programs for employees. It is a meaningful indirect competitor via its embedded employee liquidity services and large private-company footprint.
- Equitybee: Equitybee enables employees of private companies to fund option exercises through outside investors, providing liquidity adjacent to Collective's offerings. It addresses a related but distinct problem (option exercise capital) for an overlapping employee base.
Broad incumbents
- Nasdaq Private Market: Nasdaq Private Market is an established institutional platform for private company share trading and tender offerings, operated within the broader Nasdaq ecosystem. It provides overlapping employee liquidity services but is part of a much larger financial infrastructure portfolio.
- Morgan Stanley Private Shares: Morgan Stanley Private Shares offers secondary trading and wealth-management-adjacent liquidity programs for employees of private companies. It competes in the same customer niche but through a full-service wealth platform rather than as a standalone product.
Market position
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Collective social profiles
Digital presenceCollective financial estimates
Financial estimateRevenue estimate
Valuation estimate
Collective leadership team
Management profileNumber of profiles
Profiles4 records
Collective funding detail
Funding detailFunding overview
Funding rounds5 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Collective M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Collective
What does Collective do?
Collective operates an exchange fund that lets employees and shareholders of venture-backed unicorn companies exchange their concentrated, illiquid private company shares for limited partnership interests in a diversified portfolio of top-decile VC-backed companies, deferring capital gains taxes. It complements this fund with an LP BuyBack Program and partner-bank non-recourse loans for immediate liquidity, plus free online valuation and wealth-comparison tools to onboard clients.
Is Collective a public or private company?
Collective is a private company. It is classified as venture growth investor backed and is currently operating.
When was Collective founded?
Collective was founded in 2020. It employs 11 to 50 people.
Where is Collective based?
Collective is headquartered in New York, United States, in the North America region.
How does Collective make money?
Three revenue lines are on record. Exchange Fund Management is the primary driver. The others are LP BuyBack Program and non-Recourse Loans.
Who are Collective's main competitors?
Direct peers on record are EquityZen, Forge (Equa), Hiive, SharesPost, 1810 Wealth and Diversify (Tender Wealth). Emerging players are Carta and Equitybee. Broad incumbents are Nasdaq Private Market and Morgan Stanley Private Shares.
Does Collective have an API?
No public API is recorded for Collective.
What industry is Collective in?
Collective's product category is Private Securities Exchange Funds. Its primary akta.pro industry code is FSAAAEAA, Equity Mutual Funds (Active), with a secondary code of FSANAGAD, Private Equity Buyout Fund-of-Funds. Its NAICS code is 5259 and its SIC code is 6211.