Exchange funds have been around since the 1960s, offering shareholders the ability to diversify their concentrated stock position. They have been offered by large financial institutions such as Goldman Sachs, Eaton Vance and Morgan Stanley, as well as EB Exchange, Founders Club and Collective Equity Ownership for shareholders of private tech companies.
Collective Equity Ownership wants to help shareholders understand the simplicity of exchange funds. On this page we are sharing all the publications highlighting the success of exchange funds over time for shareholders.
Click on the publications to read more.
Collective Equity: Exchange Funds - Allowing shareholders to pool their equity together since the 1960s - Archimede Mulas, Apr 28 2020
Secondaries Investor: Secondaries Upstarts: A Solution for the "Asset Rich and Cash Poor" - Rod James, Dec 19 2019
TechCrunch: EB Exchange Funds Provides Safety Net for Entrepreneurs - April 17 2008
Marker: Why Startup Founders Are Swapping Equity With Other Founders - JP Mangalindan, January 14 2020
FN News: Venture Group Snares Venture Veteran - Paul Hodkinson,
Jun 18 2010
Investopedia: definition of an Exchange Fund (Note: US Exchange fund Requirements are different to those in the UK - find more on our FAQ)
Collective Equity: Solving a problem - from crowdfunding with Crowdcube to exchange funds with Collective Equity. - Darren Westlake, May 14 2020
TechCrunch: Kindred Capital, an £80M Seed VC Firm in London, Is Giving Founders It Backs a Share of Fund Profits - Steve O'Hear, Feb 28 2018
Medium: New Venture Concept: The Employee Equity Exchange - Amrit Singh, Jun 22 2019
Barrons: The Tax Benefits of Exchange Funds - Karen Hube, June 17 2019
Forbes: Founders Get A Cure For The IPO Blues - Sep 13 2002
TechCrunch: London-based Founders Club Stirs Its Pot With More Cash and Members - Mike Butcher, Aug 27 2010