Collective Liquidity

Collective Liquidity operates a modern wealth-tech platform that serves employees and shareholders of private, late-stage companies, often "unicorns", by providing structured liquidity and diversification opportunities. Through proprietary mechanisms, it enables stakeholders to convert concentrated equity holdings into diversified partnership interests, minimizing tax implications while preserving upside potential.

Product Breakdown
Exchange Fund (Risk Reduction): This flagship offering allows participants to transfer their private company shares into a limited partnership?a diversified basket of late-stage venture-backed companies?without triggering immediate capital gains taxes. It diversifies risk by pooling equity across numerous unicorns.

LP BuyBack (Liquidity on Demand): Participants in the Exchange Fund can receive up to 50% upfront cash for their partnership interest. A portion of the interest is transferred immediately, with the remainder settled after approximately 30 months, enabling both liquidity and continued upside participation.

Charitable Remainder Trust & Donor Advised Fund (Tax-Efficient Giving & Income): Shareholders can use their equity stakes to create charitable vehicles, yielding immediate tax deductions, lifetime income streams, and the ability to manage charitable goals while maintaining financial flexibility.

Liquidity Fund (Institutional Access): Marketed to family offices and accredited investors, this fund provides a diversified and liquid entry point to late-stage private companies through periodic redemptions, daily NAV reporting, and passive fund management.