Fundraising Fox

Collective Liquidity

Funding platformActively deployingoperating company · company profile

Plantation · Growth · 14 people tracked

Also known as COLLECTIVE ASSET MANAGEMENT, LLC

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Investment thesis

Collective Liquidity addresses the risk of employees and shareholders holding wealth concentrated in a single illiquid private stock. Through its Exchange Fund, participants contribute eligible shares or options in exchange for an equal-value limited partnership interest in a diversified fund of private growth companies drawn from portfolios of leading venture capital firms. The exchange is structured to avoid triggering capital gains taxes, letting savings compound over time. The fund targets returns comparable to top-quartile VC firms, and investors can access liquidity by redeeming interests for cash, using an LP buyback program, or borrowing from partner banks.

Source: firm website, verified Aug 25, 2026.

Stage
Growth
HQ
Plantation, US
Leads rounds
Follows
Instruments
Equity
Founded
2023
AUM
$300M
Tracked investments
28

Team · 14 people

from the firm's website & curated

What they invest in

from 14 of 28 portfolio companies

AI & Machine Learning ×14Enterprise Software ×6SaaS ×4Developer Tools ×3Digital Health ×3Healthtech ×3Data & Infrastructure ×2Fintech ×2

HQs:United States×13

Who they back

founder profiles across 15 portfolio companies
27%
solo founders
4 of 15 mapped founding teams
75%
repeat founders
of 20 founders with career history

Founding team size:solo founder×42 founders×83 founders×24+ founders×1

Where their founders studiedfrom 12 founders with education data

Cornell University ×3Stanford University ×2University of California, Berkeley ×2

Where their founders worked beforefrom 20 founders with career history

Apple ×2Exalead ×2Gumroad ×2Twitter ×2Uber ×2

Investments · 28 tracked

founders shown can be your intro path
SpaceXspacex.comNASDAQ: SPCX

Revolutionizing space technology to make life multi-planetary

Hawthorne, US

Elon Musk(Founder, CEO & Chief Engineer)in

Co-investors1/1 Capital137 Ventures4DX VenturesA*Abstract VenturesAccess Technology Ventures+110 more

Aalyria
Abacusaiabacus.aiin𝕏

Abacus.AI develops a generative AI platform with two offerings: ChatLLM, a multi-modal AI assistant for individuals and small teams, and Abacus.AI Enterprise, which provides AI automation, chatbots, and business process integration for large organizations.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

Arvind Sundararajan(Founder)Siddartha Naidu(Founder)

Co-investorsIndex VenturesKhosla VenturesTiger Global ManagementAlkeon InnovationCoatue ManagementDecibel Partners+1 more

Abridgeabridge.comin𝕏

Abridge builds AI software that converts clinical conversations into structured insights for healthcare providers.

AI & Machine LearningDigital HealthHealthtechPhiladelphia, US

Shiv Rao(Founder & CEO)inShiv (Shivdev) Rao(Founder)inJulia Chapin(Executive Officer)Sagar Sanghvi(Executive Officer)

BoardAndy Weissman(Director)inSebastian Duesterhoeft(Director)in

Co-investorsAlpha Square Groupalphabet angelsAndreessen HorowitzBessemer Venture PartnersCapitalGCatalio Capital Management, LP+20 more

Addeparaddepar.comin𝕏Jun 2021

Addepar is a portfolio management platform that enables investment teams and CIOs to aggregate, analyze, and report on diverse asset classes—including liquid equities and private markets—within a single consolidated system.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechMountain View, US

Joe Lonsdale(Founder and Chairman of the Board)inEric Poirier(Chief Executive Officer and Board Member)inStephen Snyder(Executive Officer)Mitchell Bompey(Chief Financial Officer)

BoardLaurence Tosi(Director)inJuan Sabater(Director)

Co-investors8VCBlumberg CapitalCota CapitalCraft VenturesFf Venture CapitalFirestreak Ventures+10 more

Air
Algoliaalgolia.comin𝕏

Algolia provides an API platform that enables developers to integrate search and discovery functionality into websites and mobile applications, serving thousands of companies across e-commerce, media, and SaaS.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

Nicolas Dessaigne(Founder/Board Member)inJulien Lemoine(Founder/CTO)in

BoardPhilippe Botteri(Director)in

Co-investors500 GlobalAccelAcequia Capital (AceCap)Aglae VenturesFounders Circle CapitalGlynn Capital Management+14 more

Alloy
Altana AIaltana.aiin

Altana operates an AI-powered network platform that connects businesses, logistics providers, and government agencies to automate global trade compliance and supply chain visibility through a shared system of record for product information and value chains.

AI & Machine LearningEnterprise SoftwareLogistics & Supply Chain

Evan Smith(CEO)Raphael Tehranian(Founder)inIan Cadieuin

Co-investorsACTIVATE CAPITAL PARTNERSAlleyCorpAmadeus Capital PartnersFloating PointFriends Family CapitalGV (Google Ventures)+11 more

Altruistaltruist.comin𝕏Acquired

Altruist is an AI-forward custodian and wealth platform for independent registered investment advisors, handling workflows from client onboarding to reporting on a single system.

AI & Machine LearningFintechSaaSCulver City, US

Jason Wenk(Chief Executive Officer and Founder)inMazi Bahadori(Chief Operating Officer and Chief Compliance Officer)Harpreet Ahluwalia(Chief Product Officer)Amit Miglani(Chief Financial Officer)Piret Loone(General Counsel)Dan Petty(Chief Information Security Officer)

Co-investorsDeclaration PartnersICONIQInsight PartnersSalesforce VenturesVenrockGIC+7 more

Ambience Healthcareambiencehealthcare.comin

Ambience is an AI platform that captures clinical encounters in real time, generates documentation, and suggests coding for healthcare providers across 200+ specialties.

AI & Machine LearningDigital HealthHealthtechSan Francisco, US

Michael Ng(Executive Officer, Director, Promoter)Nikhil Buduma(Executive Officer, Director, Promoter)

BoardMamoon Hamid(Director)inVignesh Chandramouli(Director)

Co-investors500 GlobalAirTree VenturesAIX VenturesAndreessen HorowitzFounders Circle CapitalFriale+5 more

Andurilanduril.comin

Anduril builds autonomous systems and software for defense and military applications, including attack aviation, unmanned aircraft, and underwater vehicles, unified by an autonomy platform.

AI & Machine LearningDefense TechHardwareRobotics

Palmer Luckey(Founder)Brian Schimpf(CEO)inTrae Stephens(Founder)in

Co-investors137 Ventures1Flourish Capital8VCAltra VentureAndreessen HorowitzAnorak Ventures+82 more

Anrok
Anthropic
Apex
AppZen
Arizearize.comin𝕏

Arize provides observability and evaluation tools for AI systems and large language models, enabling development teams to monitor, debug, and improve AI agents in production.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareMill Valley, US

APARNA DHINKARAN(Director)Jason Lopatecki(President, Chief Executive Officer, Treasurer, and Secretary)inAparna Dhinakaran(Founder)in

BoardDHARMESH THAKKER(Director)inBrett Wilson(Director)inMORGAN GERLAK(Director)

Co-investorsBattery VenturesEvolution Equity PartnersFoundation CapitalM12 (Microsoft's Venture Fund)Nimble PartnersOMERS Ventures+5 more

Armada
Assort Healthassorthealth.comin𝕏

Assort provides voice AI agents for healthcare that use deep patient interaction data to proactively guide patients through their care journey, orchestrating tasks from intake and scheduling to billing and care gap closure.

AI & Machine LearningDigital HealthHealthtech

Jeffery Liu(Cofounder)inJon Wang(Cofounder)in

Co-investorsCoho DeeptechCold Start VenturesFelicis VenturesFirst Round CapitalFour Acres CapitalLightspeed Venture Partners+3 more

Attentive Mobileattentivemobile.comin𝕏

Attentive provides a mobile-first customer engagement platform that enables brands to orchestrate email, SMS, RCS, push, and AI-powered campaigns.

AI & Machine LearningDirect to ConsumerMarketing TechHoboken, US

Andrew Jones(Director)inBrian Culbertson Long(Executive Officer, Director)Amit Jhawar(Chief Executive Officer)

BoardScott Friend(Director)in

Co-investorsEQUIAMFounders Circle CapitalFUSEG SquaredMetaProp VenturesNextView Ventures+4 more

Auguryaugury.comin𝕏

Augury builds end-to-end solutions for manufacturers across 10+ verticals to improve equipment reliability and capacity through predictive maintenance.

Advanced ManufacturingAI & Machine LearningIoTNew York, US

Gal Shaul(Director)Saar Yoskovitz(Executive Officer, Director)

BoardHoward Morgan(Director)Lior Susan(Director)in

Co-investors10DGiTV, Inc.Insight PartnersLerer HippeauQualcomm VenturesSE Ventures+4 more

Automation Anywhereautomationanywhere.comin𝕏

Automation Anywhere provides robotic process automation (RPA), intelligent document processing (IDP), and agentic automation solutions for enterprise customers.

AI & Machine LearningEnterprise SoftwareSaaSSan Jose, US

Mihir Shukla(Chairman & CEO)in

Co-investorsEniac VenturesEQUIAMLinus VenturesNew Enterprise Associates (NEA)Norwest Venture PartnersSoftBank Vision Fund+4 more

Aven
Basetenbaseten.coin𝕏

Baseten provides AI inference and infrastructure services that optimize model deployment, serving, and orchestration across the full stack.

AI & Machine LearningCloud ComputingDeveloper ToolsSan Francisco, US

Tuhin Srivastava(CEO and Co-Founder)inAmir Haghighat(CTO and Co-Founder)inPhil Howes(Co-Founder & Chief Scientist)inPankaj Gupta(Co-Founder)inPhilip Howes(Co-Founder and Chief Scientist)inDanielle Herzberg(Executive Officer)

Co-investors01 AdvisorsAI FundAlpha PartnersAspire11Athletic VenturesBattery Ventures+23 more

Beam
edge computing platform company
Govini
observability platform company

Exits · 1

IPOs and acquisitions across the tracked portfolio

SpaceXNASDAQ: SPCX

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Collective Liquidity made?
Collective Liquidity has 28 tracked investments, 1 of which have exited via acquisition or IPO.
What stage does Collective Liquidity invest at?
Collective Liquidity invests at the Growth stage.
What sectors does Collective Liquidity focus on?
Collective Liquidity focuses on B2B Marketplaces, Fintech.
Where is Collective Liquidity located?
Collective Liquidity is headquartered in Plantation, US.
Does Collective Liquidity lead rounds?
Collective Liquidity typically participates in rounds rather than leading them.
Who does Collective Liquidity co-invest with?
Collective Liquidity most often shares deals with Founders Circle Capital, Andreessen Horowitz, Battery Ventures, among 131 tracked co-investors.

From the blog

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Collective Liquidity has written about private equity liquidity solutions for late-stage employees, including comparison of direct sale methods and tax-efficient diversification strategies, as well as risks associated with concentrated single-company stock positions and strategies for managing wealth around IPO events. AI summary

Images

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