Why Equity Shift?

Freedom to choose.

Equity Shift enables investors to
buy and sell restricted securities
directly from their laptop or mobile device.

Investors can easily see their holdings, underlying documentation, and any activities needing completion, all in one place.

Now rebalancing your private equity portfolio can be as easy as Point, Click. Done.

Why Equity Shift?

Freedom to choose.

Equity Shift enables investors to
buy and sell restricted securities
directly from their laptop or mobile device.

Investors can easily see their holdings, underlying documentation, and any activities needing completion, all in one place.

Now rebalancing your private equity portfolio can be as easy as Point, Click. Done.

Maximize Value

Real-Time Price Discovery

Too often, selling private securities means blindly accepting any offer you can find.

With Equity Shift, dynamic bidding from a defined group of buy-side investors ensures that everyone discovers the “fair market” price. Transparency for pricing and fees protects investors.

Too often, selling private securities means blindly accepting any offer you can find.

With Equity Shift, dynamic bidding from a defined group of buy-side investors ensures that everyone discovers the “fair market” price. Transparency for pricing and fees protects investors.

Maximize Value

Real-Time Price Discovery

Increase Efficiency

Bye bye, wire instructions.

Gone are the days of worrying whether you got that routing number correct.

Now you can send and receive ACH payments with the click of a button. Investment proceeds are deposited directly into the account of your choice.

Increase Efficiency

Bye bye, wire instructions.

Gone are the days of worrying whether you got that routing number correct.

Now you can send and receive ACH payments with the click of a button. Investment proceeds are deposited directly into the account of your choice.

Improve Outcomes

Transparency builds trust

With Equity Shift manual tracking is no longer a requirement.

Investors can monitor and manage all their securities, transactions, and ownership interests in one place, enabled by the latest in distributed ledger technology.

With Equity Shift manual tracking is no longer a requirement.

Investors can monitor and manage all their securities, transactions, and ownership interests in one place, enabled by the latest in distributed ledger technology.

Improve Outcomes

Transparency builds trust