1. Valuation: How do you reasonably price shares when you have limited insight into current metrics? The company is in the card issuing space so I have some examples to go off of (marqeta, stripe issuing, mercury, adyen, etc...)
2. ROFR: The company has standard right of first refusal terms. For those who've been through this, how did you handle it? I've heard about alternative structures like forward contracts and non-recourse loans - would appreciate any insights on what works.
3. Finding buyers: I've looked at the major platforms (EquityZen, EquityBee, Forge, Zanbato) but their fees seem steep and terms restrictive. Are there other channels worth exploring?
4. Paperwork/Process: My shares are held with standard custodians (Carta/Pulley). For those who've completed secondary sales, what unexpected challenges did you encounter? Any pitfalls to watch out for?
Would really appreciate hearing from others who've successfully navigated this! Thanks~~