Fast, Discreet and Flexible Liquidity Solutions for Private Equity, Late Stage Start-Up Founders and Tech Executives

Get a Confidential Equity Valuatio Explore Liquidity Solutions

01

The Challenge

As a tech founder or early executive, a massive portion of your wealth is likely locked up in illiquid private shares. Waiting for a traditional IPO or acquisition can take years, leaving your personal financial goals on hold while you navigate market volatility

02

The Solution

We bridge the gap between paper wealth and real-world capital. LiquidityPlanner.com specializes in acquiring private equity from late-stage technology companies, giving you the immediate financial freedom you’ve earned without disrupting your company’s cap table or mission.

Why Partner With Us?

Institutional-Grade Capital: We have the deep financial backing required to execute large-scale private secondary transactions smoothly and securely.

Founder-Friendly Terms: We structure acquisitions to respect your ongoing commitment to your company, offering non-disruptive, highly structured liquidity events.

Absolute Confidentiality: We understand the sensitivities around secondary sales. Every inquiry, data point, and transaction is kept under strict, ironclad NDA.

Speed to Close: Skip the months of institutional red tape. Our tech-focused valuation model allows us to assess, price, and close equity acquisitions in a fraction of the time of standard private equity firms.

Who We Serve

Tech Founders & Co-Founders: Diversify your personal balance sheet, de-risk your life, and take some chips off the table while remaining at the helm.

Early Executives & Key Employees: Convert your hard-earned vested stock options into immediate cash for real estate, investments, or personal ventures.

Angel Investors & Early VCs: Optimize your fund’s distribution timelines by exiting early-stage positions in late-stage tech companies.

Our Simple, 3-Step Process

Confidential Consultation: Fill out our secure form. We will arrange a private, one-on-one briefing to understand your equity structure and liquidity goals.

Custom Liquidity Proposal: Our proprietary tech valuation engine assesses your company’s financials, growth trajectory, and market position to deliver a fair, competitive acquisition offer.

Seamless Execution: We coordinate directly with legal teams to ensure absolute compliance with your company’s bylaws, right of first refusal (ROFR) policies, and shareholder agreements, delivering your funds efficiently.

StrategicForesight

Liquidity You Deserve Today

Don’t let your net worth sit frozen on a spreadsheet. Partner with a private equity firm that speaks fluent tech.

Investment Target

Liquidity Planner

Private Equity

Knowledge Ecoomy

Maximizing Founder & Investor Liquidity in Private Technology Companies

Liquidity Planner.com provides strategic secondary capital to founders, early employees, and venture capital investors looking to monetize equity in high-growth technology companies prior to an IPO or strategic sale.

We streamline the secondary transaction process, offering institutional pricing, complete confidentiality, and structured liquidity programs tailored to private tech ecosystems.

Ready to explore your options?

Our Liquidity Solutions

Founder & Executive Liquidity. Monetize a portion of your illiquid equity to diversify wealth, de-risk your personal balance sheet, and remain focused on long-term company scaling.
Employee Option & Share Programs. Structured liquidity events that allow early-stage and key employees to realize the value of their vested shares without waiting for an exit.
LP & GP Portfolio Optimizations. Direct acquisition of venture capital strips, single-asset holdings, or full portfolio secondaries to help funds deliver timely DPI to their investors.

Case Study

Our Investment Criteria

Sector Focus. Enterprise SaaS, Artificial Intelligence infrastructure, Cybersecurity, Fintech, and B2B Digital Health.
Company Profile. Mid-to-late stage technology companies (Series B through Pre-IPO) with robust annual recurring revenue (ARR) and clear paths to profitability.
Transaction Size. Capital deployments ranging from $1 million to $50 million per individual or institutional block.

Schedule Your Private Consultation

Institutional Execution Process

Confidential Consultation. Share basic company details and liquidity objectives under a strict non-disclosure agreement.

Jane

CEO

Proprietary Valuation. Receive an institutional pricing offer based on current secondary market data and proprietary financial modeling.

Steve

CIO

Board & Company Alignment. We coordinate directly with company management to ensure compliance with right-of-first-refusal (ROFR) and transfer restrictions.