Collective Liquidity
Funding platformActively deployingPlantation · Growth · 20 people tracked
Also known as COLLECTIVE ASSET MANAGEMENT, LLC
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 3, 2026.
Team · 20 people
from the firm's websiteWhat they invest in
from 10 of 28 portfolio companiesAI & Machine Learning ×9Enterprise Software ×5Digital Health ×3Healthtech ×3Data & Infrastructure ×2Developer Tools ×2SaaS ×2Advanced Manufacturing ×1
HQs:United States×6
Investments · 28 tracked
founders shown can be your intro pathAbacus.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
Abridge builds AI software that converts clinical conversations into structured insights for healthcare providers.
AI & Machine LearningDigital HealthHealthtech
Shiv Rao(Founder & CEO)Julia Chapin(Executive Officer)Sagar Sanghvi(Executive Officer)Andy Weissman(Director)Sebastian Duesterhoeft(Director)Will Reed(Director)
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)inEric Poirier(CEO)inLaurence Tosi(Director)Stephen Snyder(Executive Officer)Mitchell Bompey(Executive Officer)
BoardJuan Sabater(Director)
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.
Developer ToolsEnterprise SoftwareSaaSSan Francisco, US
Nicolas Dessaigne(Founder/Board Member)inJulien Lemoine(Founder/CTO)in
BoardPhilippe Botteri(Director)
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)
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
Vignesh Chandramouli(Director)Michael Ng(Executive Officer, Director, Promoter)Nikhil Buduma(Executive Officer, Director, Promoter)
BoardMamoon Hamid(Director)
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 Software
APARNA DHINKARAN(Director)DHARMESH THAKKER(Director)Brett Wilson(Director)Jason Lopatecki(President, Chief Executive Officer, Treasurer, and Secretary)MORGAN GERLAK(Director)Ashu Garg(Director)
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)Jon Wang(Cofounder)
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
Amit Jhawar(Chief Executive Officer)Andrew Jones(Director)Brian Culbertson Long(Executive Officer, Director)Scott Friend(Director)
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)Howard Morgan(Director)Lior Susan(Director)Saar Yoskovitz(Executive Officer, Director)
Revolutionizing space technology to make life multi-planetary
Portfolio news
latest coverage across their companiesArize · news9.com · Jul 18, 2026
Assort Health · healthcareittoday.com · Jul 6, 2026
Algolia · thesaasnews.com · Jun 4, 2026
Ambience Healthcare · businessinsider.com · Aug 18, 2025
Addepar · finance.yahoo.com · May 13, 2025
Altana AI · salestools.io · Apr 20, 2025
Frequently asked questions
- 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.
From the blog
visit blog ↗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
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