Private market transactions, such as secondary investments and onboarding new investors, often involve fragmented communication, manual documentation, and inefficient processes. These manual workflows create administrative overhead, slow down deal execution, and increase the risk of errors.

Zest provides a digital platform designed to streamline private market transactions by standardizing stakeholder communication and automating documentation workflows. The platform enables users to design and launch investment vehicles, invite participants, manage commitments, and execute transactions through a digitized experience. Zest offers a modular infrastructure that supports various deal sizes and types, incorporating best-in-class governance, legal, and compliance practices. By digitizing the transaction process, Zest aims to reduce administrative burdens, accelerate deal closures, and provide greater control and transparency for all stakeholders.

Customizable deal design with tailored workflows for various transaction types

Secure, digital opportunity pages for presenting key deal details and documents

Integrated KYC processing and digital onboarding for new investors

Real-time commitment tracking and management through a dedicated dashboard

Automated document generation and e-signature capabilities

Secure fund transfer and disbursement tools

Modular infrastructure to support diverse deal sizes and types

Robust governance and compliance features

Zest targets late-stage venture-backed companies, startups, private equity firms, family offices, venture capital firms, boutique banks, and legal advisors involved in private market transactions.