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Collective Liquidity

Collective Liquidity

Private
San Luis Obispo, CaliforniaFinTechhttps://www.collectiveliquidity.com/

Last Round

Series A

Extension

Sep 26, 2023

Total Funding Raised

$12M

Momentum Score

50 /100

Company Overview

Collective Liquidity is a fintech company that provides a wealth management platform for unicorn shareholders, offering exchange loans and exchange funds to provide liquidity and diversification.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Lending & Credit

Business Model

B2C

Customer Profile

Payment Processing Fee, Marketplace Commission

AI Layer

Application

Keywords

private stock liquidityexchange fundpre-IPO liquiditywealth management platformtax-efficient liquiditysecondary marketunicorn stocknon-recourse loansoption exercise loansemployee stock optionsprivate marketrisk diversificationprivate market valuationLP buyback programcap table management

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Collective Liquidity Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Collective Liquidity Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series A ExtensionSep 26, 2023
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Collective Liquidity Investors

Notable investors and investment history

InvestorRounds
Aliya Capital PartnersSeries A Extension
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 15, 2026

    Added Evenate Creative Group, a marketing agency, as a customer.

  • Jan 15, 2026

    Added Airtable, a mid-market technology/SaaS company, as a customer.

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Collective Liquidity Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Collective Liquidity Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Collective Liquidity's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Luis Obispo, California
Employee Range28
Year Founded2021
Last FundingSep 26, 2023

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