EDGAR Verified
Primary Source · SEC.gov

EquityZen Growth Technology Fund LLC - Series 2097

CIK 0002061490Single-Deal SPV2025 vintage506(b), 3(c)(1)

Raised

$367K

Investors

23

Min Invest

$5,040

AltStreet Analysis

·

Generated from EDGAR primary sources

EquityZen Growth Technology Fund LLC - Series 2097 is a Delaware-based pooled investment vehicle filed by EquityZen Advisors LLC and Phil Haslett under Rule 506(b) and Section 3(c)(1). The fund raised $367K from 23 investors with a $5K minimum investment. It is part of the EquityZen platform, which operates 1,889 related EDGAR entities focused on pre-IPO secondary market access.

This pre-IPO vehicle uses the standard 506(b) private placement exemption paired with 3(c)(1) investment company exclusion, typical for retail-accessible secondary funds. The $5K minimum represents the low end of the pre-IPO access spectrum, consistent with EquityZen's mass-retail positioning compared to institutional or accredited-only structures with six-figure minimums.

Data Flags

series_numberSeries 2097 represents an unusually high sequential series number; platform appears to have launched approximately 2,097 distinct investment vehicles, indicating high-volume SPV-as-a-service model
average_investment_sizeAverage investment of approximately $16K ($367K ÷ 23 investors) is notably small, suggesting high retail participation or fractional access model to individual pre-IPO positions

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002061490
Entity NameEquityZen Growth Technology Fund LLC - Series 2097
Exemption506(b), 3(c)(1)
First Sale Date
Filing DateApril 24, 2025
Accession Number0002061490-25-000001
Total Amount Sold$367K
Total Investors23
Minimum Investment$5,040
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

EquityZen Advisors LLC

Executive Officer, Director · New York, NY

Phil Haslett

Executive Officer, Director · New York, NY

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.