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COMPANY PROFILE

Collective Liquidity

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Liquidity solutions for shareholders of private tech companies, offering tools such as the Exchange Fund, Exchange Loan, and Option Exercise Loan

San Luis Obispo, United StatesFounded 2021Fintech
Valuation $0–100M Latest valuation · 2023
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Collective Liquidity and the history behind them.

About Collective Liquidity

Collective Liquidity is a pioneering financial services startup that offers a streamlined solution for monetizing unicorn stocks and options. Unicorns are privately held startup companies valued at over $1 billion. The company is led by industry veterans with extensive experience in private equity markets, including Greg Brogger, the founder of SharesPost and a key figure in the development of the Nasdaq Private Market.

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The primary service of Collective Liquidity is to provide liquidity options for shareholders of high-growth private companies. This includes employees, early investors, and founders who hold stock or options in these companies. By offering a platform to sell their shares, Collective Liquidity helps these stakeholders convert their equity into cash without waiting for an IPO (Initial Public Offering) or acquisition.

Operating in the private equity market, Collective Liquidity serves clients who are typically insiders of high-growth private companies. These clients often face challenges in converting their equity into liquid assets due to the lack of a public market for their shares. Collective Liquidity addresses this gap by creating a marketplace where these shares can be bought and sold.

The business model of Collective Liquidity revolves around facilitating transactions between sellers of private company shares and potential buyers. The company earns revenue through transaction fees charged on each trade. This fee structure ensures that Collective Liquidity benefits from each successful transaction, aligning its interests with those of its clients.

In summary, Collective Liquidity is revolutionizing the way shareholders of unicorn companies access liquidity. By providing a marketplace for private equity transactions, the company enables stakeholders to monetize their holdings efficiently and effectively.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2021
Headquarters
San Luis Obispo, United States
Employees
29
Open positions
None listed
Dealroom signal
93.4/100
Industry
Fintech
Sub-industry
Wealth Management
Sector
Fintech, deal execution
Business model
SaaS
Client focus
b2b

Latest news

Press, funding announcements and product moves mentioning Collective Liquidity.

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Funding history

6 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
GROWTH EQUITY VCEquity / VC Jun 2025 $0 XP Asset
SERIES AEquity / VC Sep 2023 $12M $48M Aliya Capital Partners
Showing the latest 2 of 6 recorded eventsBook a demo for the full funding history →

Growth signals

Collective Liquidity website traffic

Latest recorded traffic for Collective Liquidity is 11K monthly website visits, up 80.3% over the last three months. Collective Liquidity's team grew 16% over the past year.

Latest monthly visits11K 3-month web change+80.3% 1-year team growth+16%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investors

5 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed1 investor entered at this stage

  • Disruptive Ventures

Series A1 investor entered at this stage

  • Aliya Capital Partners

Series B and later1 investor entered at this stage

  • XP Asset

Other known investors2 additional known investors

  • Koa Labs
  • Matt Crakes
Team profiled 4 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
4 countries with
team presence
🇺🇸 United States64.3%
🇭🇺 Hungary14.3%
🇸🇬 Singapore7.1%
🇮🇱 Israel7.1%
4 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Collective Liquidity on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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