Collective Liquidity and XP Asset partner to provide executives of venture-backed companies with new, better way to generate liquidity

Collective Liquidity, a pioneering private market platform offering liquidity to employees of venture-backed companies, today announced an investment from a fund managed by XP Asset, a leading LATAM asset manager. This investment marks a major step forward in addressing the growing demand for liquidity in the venture capital ecosystem.

Collective manages the private market’s only exchange fund. It enables employees of select unicorns to diversify tax-efficiently by exchanging some of their shares for an interest in a portfolio of other leading unicorns. Collective’s new “LP Buyback” program augments its unique risk management solution with flexible access to funds. Whenever the fund’s limited partners need liquidity, Collective will buy back a part of their fund interest for cash. Many employees find that after-tax proceeds from an LP Buyback exceed those from a traditional stock sale, while still allowing their tax savings to compound at long-term venture rates indefinitely.

XP Asset’s investment will be the initial capital behind the LP Buyback program, providing XP’s clients with exposure to Collective’s portfolio of U.S. based private technology companies. Unicorn employees looking to benefit from Collective’s suite of wealth management products create a continuous inbound pipeline of very hard to access shares. Collective’s portfolio is comprised of late-stage, high-growth companies backed by renowned venture capital firms.

“We’re excited to welcome XP Asset as a cornerstone partner,” said Greg Brogger, CEO of Collective. “Their investment validates our mission to bring fair, efficient liquidity to unicorn employees who have been locked out of needed wealth management solutions. With XP’s help, we’re enabling them to use their equity as the foundation of a smart, long-term financial plan.”

“We see a massive opportunity in the private market liquidity space,” said Filipe Mattos, head of the Structured Credit and Special Situations’ investment funds at XP Asset. “Collective has developed a unique platform that balances the needs of employees, companies and our investors. We’re proud to help Collective unlock value and provide new financial tools in a market that’s long overdue for innovation.”

Ross Kestin, CEO of Aliya Capital and a Collective Board member, said, “Collective has created a super efficient way for investors to gain diversified exposure to the top-decile of venture-backed companies by solving for the financial needs of the employees and the cap table management needs of the companies.”

For more information, visit www.collectiveliquidity.com.

ABOUT COLLECTIVE LIQUIDITY

Collective Liquidity is dedicated to providing unicorn shareholders with the financial tools they need to effectively manage their wealth. Collective’s initial solutions enable transparency, diversification and liquidity, generating dramatically better financial outcomes for unicorn employees and other shareholders. To learn more about Collective Liquidity and to get an instant valuation of your private company stock please visit: https://www.collectiveliquidity.com/my-valuation.

ABOUT XP ASSET

XP Asset Management is a subsidiary of XP Inc., a leading, technology-driven financial platform and a trusted provider of low-cost financial products and services in Brazil. Established in 2006, the firm offers a comprehensive portfolio designed for both institutional and individual investors seeking independence, transparency, and long-term consistency. With access to a robust platform, it’s able to deliver a broad range of high-quality investment solutions, resulting in a strong growth in assets under management (AUM). XP Asset’s diverse product offering includes strategies across Equities, Fixed Income, Multi-Asset, Structured Credit, Special Situations, Real Estate, Agriculture, Infrastructure, Private Equity, and Venture Capital.

ABOUT ALIYA CAPITAL PARTNERS

Aliya Capital Partners is a leading global investment firm focused on sourcing, researching, evaluating and investing in asymmetrical risk-reward investment opportunities. The firm's partners have managed over $3 billion in its strategies since 2007, including taking sizable positions in more than 50 private companies since 2018. For more information, visit: https://aliyacapitalpartners.com/.

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“Collective has developed a unique platform that balances the needs of employees, companies and our investors."