"Our goal is that wealth is not just for the already wealthy." - Atish Davda
Takeaways
- EquityZen is a marketplace for buying and selling stock in private companies, providing liquidity in the pre-IPO venture space.
- EquityZen differentiates itself by obtaining the company's blessing for every transaction, ensuring a 95% success rate. EquityZen focuses on providing access to a wide range of private companies in the secondary market.
- Issuer approval is crucial in conducting transactions in the private markets.
- Current trends in the private markets include a focus on AI and security companies, as well as valuation adjustments.
- Atish’s personal investment strategy is focused on a diversified portfolio and a buy and hold approach.
Atish Davda is the co-founder and CEO of EquityZen, a leading marketplace for private company stock. For a decade, he has been responsible for running the firm, designing the organization, managing the leadership team, and guiding product development. He has spent 15+ years in fintech and asset management as an engineer, quant, and investor. He is an established leader in identifying novel markets, capturing opportunity with inventive technology applications, and running highly capital efficient operations. He has been a World Economic Forum Technology Pioneer and contributor on Forbes, CNBC, and Bloomberg. Atish holds a Bachelors of Economics and Finance from The Wharton School and a Bachelors of Computer Science and Engineering from University of Pennsylvania.
