Selling Your Shares with Earlyasset: The Process

Selling private company shares can seem daunting, but Earlyasset simplifies the process. We handle the complexity so you can focus on your goals, whether they’re driven by need (like a life event) or opportunity (like diversifying your holdings). Here’s how it works:

1. Tell Us About Your Shares:

• Portfolio Tracker (for Earlyasset.com users): Connect your brokerage accounts or manually enter your private company holdings. This allows our Portfolio Tracker to provide real-time valuations and identify optimal liquidity windows. You can then request an Instant Offer directly from your portfolio view.
• Directly Request an Instant Offer (for Earlyasset.com users): If you know which shares you’re interested in selling, you can bypass the Portfolio Tracker and directly request an Instant Offer. Provide details like the company name, share class, and number of shares.
• Contact Us (for larger transactions or shareholders of companies using SecondaryOS): For larger transactions or if your company uses SecondaryOS, our team will guide you through the process. Contact us (replace with actual contact method).

2. Receive an Indicative Offer:

• Non-binding Estimate: Our Instant Offer represents a preliminary, non-binding indication of what a buyer might pay for your shares. Think of it like getting a quick estimate for your car—it’s a starting point for discussion.
• Factors Influencing the Offer: Several factors determine the offer price, including market demand, company performance, share class, and the size of your sale. Learn More: Understanding Private Market Valuations
• No Obligation: You are under no obligation to accept the offer. It’s simply information to help you make an informed decision.

3. Decide to Proceed (or Not):

• Your Choice: If the indicative offer aligns with your expectations, you can choose to move forward. If not, no problem—you can walk away with no cost or obligation.
• More Information: We’re here to answer your questions. It’s common to wonder about the details of a secondary sale. Learn More: Common Misconceptions About Selling Private Shares

4. Due Diligence and Closing:

• Verification: If you accept the offer, we’ll conduct due diligence to verify the details of your share ownership.
• Legal Documentation: We’ll handle the necessary legal paperwork to facilitate the transfer of shares. Learn More: Legal Considerations in Secondary Sales
• Funds Disbursement: Once the sale closes, you’ll receive payment according to the agreed-upon terms.

5. Confidentiality and Discretion:

• Protecting Your Privacy: We understand the sensitive nature of private market transactions. We maintain strict confidentiality throughout the entire process. Learn More: Earlyasset’s Confidentiality Promise
• Company-Friendly Approach: Our processes are designed to minimize disruption for your company and avoid unintended valuation signals. Learn More: Company Friendly Liquidity What It Means for Your Company

So here’s what we covered:

• Requesting an Instant Offer
• Understanding the Indicative Offer
• Deciding to Proceed
• Due Diligence and Closing
• Confidentiality and Discretion