Target unicorn stakeholders Identify unicorn shareholders and founders with concentrated private equity who would benefit from tax-deferred exchange into a diversified portfolio of late-stage private growth companies. Position The Collective Exchange Fund as a strategic vehicle to unlock liquidity while preserving upside across multiple private innovators.

Liquidity as entry Offer near-term liquidity options through Liquidity Partners and the LP BuyBack program as an approachable on-ramp for executives needing cash without sacrificing long-term diversification. Create targeted outreach programs for high-impact individuals with concentrated holdings or RSUs.

Diversified growth exposure Emphasize the broad, multi-sector portfolio spanning fintech, AI, SaaS and enterprise software to illustrate risk reduction from single-company concentration. Present the value of ongoing participation in private market growth rather than betting on one IPO or acquisition.

Tax-efficient diversification Highlight tax advantages of tax-deferred exchanges to help wealth planning for high-net-worth employees and founders. Frame the product as both a wealth-preservation tool and a means to improve after-tax outcomes while staying invested in private innovation.

Strategic partnerships Explore channel partnerships with private market platforms, wealth managers, family offices and CFOs of growth companies to expand reach. Leverage LinkedIn and Reddit advertising for targeted lead generation and enable account-based selling to qualified prospects.