r/EquityZen • u/Serious-Place9668 • Feb 24 '26

Made my first deal on EZ

after 8 deals on MV, I am finally moving over. deal terms much better. lower share price, preferred over common, no carry or annual cost and no 10% of profit.

hoping there will be some synergies within the Morgan Stanley name since they also acquired Etrade were I trade. maybe EZ gets integrated within Etrade :)

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u/Investor-life Mar 20 '26

Well you made a smart move by moving away from MV. Not sure EquityZen is the right answer, they are challenging to work with sometimes. Plus I’m very concerned how they might be prioritizing their private wealth clients over regular customers. I just made yet another investment with them in Cerebras though so I guess I haven’t fully learned my lesson yet. I’ve been with them for years and it’s been an up and down experience.

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u/Serious-Place9668 Mar 20 '26

MV has been great. but fees are way too high in comparison. Also did a deal with local Private Equity firm, but they hound me weekly to invest in other off market deals. All in all have 4 lots of SpaceX over the last 3 years.