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What is a secondary sale?

Quick Answer

A secondary sale is when existing shareholders (founders, employees, or early investors) sell their shares to other investors before an IPO or acquisition. It provides partial liquidity without a full exit event.

Detailed Answer

Secondary transactions allow shareholders to sell some or all of their equity to new buyers without the company raising new primary capital.

Types of secondary sales:

**1. Structured secondaries (company-facilitated)** - Company organizes a tender offer for employees and early investors - Common at Series C+ (companies like Stripe, SpaceX run these) - Price set by company/board, usually at last round valuation

**2. Direct secondaries** - Shareholder finds a buyer directly or through a broker - Usually requires company approval (ROFR — Right of First Refusal) - May be restricted by shareholder agreements

**3. Secondary market platforms** - Forge Global, Carta, EquityZen, SharesPost - Matching buyers and sellers of private company shares - Typically available for later-stage, well-known companies

Who sells in secondaries: - **Founders** — Partial liquidity after 5+ years of low salary - **Early employees** — Exercise options and sell some shares - **Early-stage VCs** — Realize returns before a full exit - **Angels** — Capture returns on early bets

Pricing: Secondary shares typically trade at a 10-30% discount to the last primary round valuation, reflecting lower information rights and liquidity.

Growing trend: Secondaries have exploded as companies stay private longer (average time to IPO has increased from 4 years to 10+ years).

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