Invest in PEQUITY
The Infrastructure Layer for Secondary Private Equity Trading — Democratizing Access to Pre-IPO Company Shares
Why Invest in PEQUITY
Perfect Market Timing
Companies now stay private 12+ years on average. Retail investor demand for pre-IPO exposure is surging while infrastructure remains stuck in the fax-and-spreadsheet era.
Fragmented Market
Secondary PE trading is dominated by manual brokers and opaque OTC desks. No single platform owns the full trade lifecycle from discovery through settlement.
Multiple Revenue Streams
Transaction fees on trades, SaaS subscriptions for fund managers, data and analytics licensing, and premium listing fees for sellers — diversified from day one.
Network Effects
Every new buyer attracts more sellers. Every new company listing deepens liquidity. The platform becomes more valuable with each participant — a classic marketplace flywheel.
Compliance-First Architecture
Built with SEC/FINRA compliance baked in from day one. KYC/AML workflows, accredited investor verification, and automated transfer agent coordination reduce regulatory risk.
Massive Addressable Market
TAM of $100B+ in annual global secondary PE transactions. Only 3-5% of private company shares trade annually — massive room for liquidity expansion.
Ready to learn more? Request access to our full investor materials.
Executive Summary
PEQUITY — Seed Investment Opportunity
1 Company Snapshot
PEQUITY is building the infrastructure layer for secondary private equity trading. Our platform enables accredited investors and institutions to discover, evaluate, and trade shares in pre-IPO companies through a transparent, compliant marketplace. With a $42M transaction pipeline, 85+ listed companies, and growing buy-side demand, we are creating the definitive secondary PE trading network.
2 The Opportunity
- Global secondary PE transaction volume exceeds $100B annually and is growing at 15% CAGR, driven by companies staying private 12+ years and rising retail demand for pre-IPO exposure
- No end-to-end platform exists for secondary PE trading; the market relies on manual brokers, opaque OTC desks, and fragmented compliance workflows that add weeks and thousands in fees
- Regulatory modernization (SEC amendments to Rule 144, Reg D+ proposals) is expanding the eligible buyer pool, creating a once-in-a-decade infrastructure build opportunity
3 Our Solution
PEQUITY provides a complete secondary PE trading platform: company discovery and valuation tools, order matching and price discovery, compliance automation (KYC/AML, accredited investor verification), transfer agent coordination, escrow management, and post-trade settlement — all in one integrated workflow.
Key Differentiators
Only platform purpose-built for end-to-end secondary PE trading; automated compliance workflows reduce settlement from weeks to days; transparent price discovery with bid/ask visibility; integrated transfer agent coordination; fund manager SaaS tools for portfolio tracking and liquidity management
4 Business Model
Four revenue channels: Transaction Fees (1.5-3% on completed trades), Fund Manager SaaS ($500-$2,000/mo per fund), Data & Analytics Licensing (institutional pricing data feeds), Premium Listings (enhanced company profiles and seller placement).
5 Traction
6 Team
Led by experienced fintech, private equity, and marketplace founders with deep expertise in trading infrastructure, regulatory compliance, and scaling two-sided financial platforms.
7 The Ask
We are raising $3.5M at a $15M pre-money valuation.
40% platform & technology, 25% compliance & legal, 20% growth & marketing, 15% G&A.
Pitch Deck
Business Plan
PEQUITY — Comprehensive Business Plan
Table of Contents
Executive Overview
PEQUITY is building the infrastructure layer for secondary private equity trading. We are creating a transparent, compliant marketplace where accredited investors and institutions can discover, evaluate, and trade shares in pre-IPO companies. Our platform manages the full trade lifecycle — from company discovery and order matching through compliance automation, escrow management, and settlement — reducing what currently takes 4-8 weeks to just days.
Mission & Vision
Mission
To democratize access to private company shares by building the most transparent, efficient, and compliant secondary trading platform in the world.
Vision
A world where private company equity is as liquid and accessible as public stocks — where every accredited investor can participate in pre-IPO value creation, and every shareholder can access liquidity when they need it.
Market Opportunity
Global secondary PE transaction volume exceeds $100B annually and is growing at 15% CAGR. The median time to IPO has grown from 4 to 12+ years, creating enormous pent-up demand for liquidity among employees, early investors, and LP stakeholders.
Products & Technology
- Trading Engine: Real-time order matching with price discovery, bid/ask management, and trade execution
- Compliance Suite: Automated KYC/AML, accredited investor verification, ROFR tracking, and transfer restriction enforcement
- Settlement Infrastructure: Integrated escrow accounts, transfer agent APIs, and post-trade reconciliation
- Data Platform: Company valuations, secondary market pricing history, and analytics dashboards
- Fund Manager Tools: Portfolio tracking, NAV calculations, LP reporting, and liquidity management
Revenue Model
Percentage fee on completed secondary trades, both buyer and seller
Monthly subscription for fund managers with portfolio tracking and LP reporting
Institutional data feeds with secondary market pricing, volume, and valuation benchmarks
Enhanced company profiles, priority placement, and promotional tools for active sellers
Go-to-Market Strategy
- Fund Manager Partnerships: Direct relationships with PE fund managers who bring both sell-side supply and buy-side investor networks
- Employee Shareholder Outreach: Targeted campaigns reaching employees at late-stage private companies seeking liquidity for vested equity
- Investor Community: Content-driven acquisition through pre-IPO research, market reports, and partnerships with wealth advisors and RIAs
Financial Projections
See the Financial Projections section for detailed 5-year forecasts. Key highlights: we project reaching $2.1M revenue in Year 1, scaling to $38M by Year 5, with EBITDA breakeven in Year 3.
Competitive Landscape
The secondary PE market includes Forge Global (public, focused on institutional), EquityZen (fund structures, limited transparency), Carta (cap table management with limited trading), and traditional OTC brokers. PEQUITY differentiates through end-to-end settlement, transparent order books, automated compliance, and fund manager SaaS tools — the only platform covering the full trade lifecycle.
Team & Leadership
Our founding team combines deep expertise across fintech infrastructure, private equity operations, and regulatory compliance. Led by Sanjay Sachi (CEO), with seasoned leaders in technology and operations who have collectively built and scaled financial platforms processing billions in transaction volume.
Why Invest Now
- Once-in-a-decade regulatory window: SEC modernizing private market rules and expanding accredited investor definitions
- Structural market shift: companies staying private 12+ years creates massive secondary trading demand
- First-mover advantage: no existing platform delivers end-to-end settlement with transparent price discovery
- Network effects compound: every new participant increases platform value, creating a defensible moat
Term Sheet
PEQUITY — Seed Round Summary Terms
This term sheet is for discussion purposes only and is not binding. All terms are subject to negotiation and final documentation.
Revenue Projections
5-Year Financial Forecast
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|---|
| Revenue | $2.1M | $6.5M | $14M | $26M | $38M |
| COGS | $630K | $1.6M | $3.1M | $5.5M | $7.6M |
| Gross Profit | $1.47M | $4.9M | $10.9M | $20.5M | $30.4M |
| Gross Margin | 70% | 75% | 78% | 79% | 80% |
| EBITDA | ($2.8M) | ($1.5M) | $1.2M | $8.5M | $16.4M |
| Net Income | ($2.8M) | ($1.5M) | $800K | $7.2M | $14.5M |
Revenue Growth
Use of Funds
How we will deploy the $3.5M raise
Trading engine, order matching, compliance automation, escrow infrastructure, settlement APIs, company data platform
SEC/FINRA regulatory compliance, legal structuring, KYC/AML infrastructure, broker-dealer licensing
Investor acquisition, fund manager partnerships, content marketing, pre-IPO research, wealth advisor outreach
Operations, insurance, office, customer support, contingency reserve
Unit Economics
Key financial metrics and efficiency ratios
Leadership Team
The people building PEQUITY
Sanjay Sachi
CEO & Founder
Serial entrepreneur with deep expertise in fintech and private equity infrastructure. Previously built trading technology platforms processing billions in transaction volume. Passionate about democratizing access to private market investments.
Chief Technology Officer
CTO
Full-stack architect specializing in trading platforms and financial infrastructure. Built real-time order matching engines processing 100K+ transactions daily. Expert in FastAPI, PostgreSQL, and financial-grade system architecture.
Chief Operating Officer
COO
Seasoned financial operations leader with 15+ years in private equity and capital markets. Deep expertise in fund operations, regulatory compliance, and institutional partnership development across major financial centers.
Get in Touch
Interested in investing in PEQUITY? We would love to hear from you.
We reply with investor documents within one business day.
Quick Facts
Available Materials
- Executive Summary
- Pitch Deck (12 slides)
- Business Plan
- Term Sheet
- Financial Projections