A documented sale and a clean record for dead private positions. Complete documentation for your clients.
DivestMe gives CPA firms and tax advisors a counter-signed pathway to document a real sale of illiquid or devalued client positions — a completed disposition, with a Certificate of Completion and cryptographic integrity verification your client and their advisor can evaluate.
Documented Dispositions for Illiquid Holdings
When a private company fails to exit, dissolve, or generate liquidity, your client's capital loss remains unsubstantiated. DivestMe addresses this by purchasing the position for nominal consideration, producing the documentation of a completed disposition that your client and their advisor can evaluate.
Documented Disposition
We acquire legal title to your client's illiquid position through a documented sale, creating a bona fide disposition under IRC §1001.
Substantiated Documentation
Every transaction produces a counter-signed Asset Sale Agreement with a Certificate of Completion, unique contract ID, and SHA-256 integrity verification — records your client and their advisor can take to the return.
Built to Substantiation Standards
The process is designed around IRS substantiation requirements for documenting a disposition — the records that support a loss your client and their advisor evaluate.
Review a watermarked specimen of the full document package →
The Problem Your Clients Face
When private investments go silent, capital losses remain unrealized. Your clients carry dead weight on their returns while taxable gains from other positions compound. DivestMe gives you a direct path to resolve both.
in dormant private equity
Trapped Capital at Scale
An estimated $100–$300 billion in private startup equity sits inactive across U.S. investor portfolios. Without a completed disposition, these losses remain unsubstantiated on investors' returns.
of startups stall without exit
No Dissolution Required
Most founders never formally dissolve. DivestMe removes the dependency on the issuer, allowing your client to exit.
integrity-hashed records
A Repeatable Process
Large funds document these dispositions with in-house legal teams. DivestMe brings the same documentation discipline to smaller firms through a repeatable, technology-driven process.
A Repeatable Process for Complex Situations
Submit Details
Provide the asset type, entity information, and cost basis through our secure intake form. Your data is saved as a draft so you can return anytime.
Review & Sign Your Agreement
A legally substantiated Asset Sale Agreement is generated for your review. Sign in the designated area and accept the terms to proceed to payment.
Select Plan & Pay
Choose a single-asset filing or an annual plan for unlimited divestments. Upon payment, DivestMe counter-signs your agreement and generates a Certificate of Completion.
Receive Your Executed Agreement
Your fully executed, counter-signed Asset Sale Agreement and Certificate of Completion are delivered to your inbox within seconds — each with a unique contract ID and SHA-256 integrity verification.
Illustrative Client Scenario
An illustrative example of how a documented disposition could affect a client's tax position. Actual outcomes depend entirely on each client's facts and their advisor's judgment.
Angel Investment
Client invested $25,000 in a Series Seed round. The company ceased operations but was never dissolved. Client also realized $100,000 in capital gains from other positions this year.
Without a completed disposition, there is no event to substantiate the loss.
DivestMe Transaction
Through DivestMe, the client sells the position for nominal consideration. The executed Asset Sale Agreement and Certificate of Completion are delivered immediately.
Documented Capital Loss
The client holds a documented capital loss on a completed disposition — the record their advisor may apply against realized gains, on the advisor's own evaluation. DivestMe documents the disposition; whether and how the loss is used is the client's and their advisor's call.
For illustrative purposes only. Actual tax outcomes depend on individual circumstances. Consult a qualified tax professional.
Company Signals
Public signals about whether a company appears dormant or defunct — shown as evidence, with stated confidence, never as a verdict.
Search any company for public signals it may be defunct.
Asset Classes We Document
DivestMe accepts a broad range of illiquid private investment positions. No company sale, IPO, or formal wind-down is required for your client to complete a documented disposition.
Common Stock
Ordinary shares in private entities, including early-stage companies and closely held corporations.
Preferred Stock
Senior equity positions from venture, angel, or institutional rounds with no remaining liquidity path.
Convertible Notes
Debt instruments intended to convert into equity that remain outstanding with no conversion event on the horizon.
SAFEs
Simple Agreements for Future Equity where the triggering event is unlikely to occur.
LLC & LP Interests
Dormant limited liability company, limited partnership, or fund interests that still generate a K-1 each year.
Warrants & Options
Rights to purchase shares at a strike price that exceeds any reasonable fair market value.
Dormant Holdings
Any private position where the issuer has ceased communication, operations, or fundraising activity.
Built by professionals with experience at
Straightforward Pricing
Pay per contract or unlock unlimited access for your firm. No hidden fees.
Single Contract
For individual investors or one-time transactions.
- 1 contract
- Full documentation
- SHA-256 verified PDF
- Certificate of Completion
Firm Pack
Built for CPA firms managing multiple clients.
- 5 contracts
- 12 months to use
- Full documentation
- SHA-256 verified PDF
- Certificate of Completion
Unlimited Annual
Unlimited access for advisory practices.
- Unlimited contracts
- Priority support
- Early access to new features
- Batch CSV upload
- Auto-renews annually
Questions? Contact our team.
Frequently Asked Questions
Common questions from tax professionals about the DivestMe process, the assets we document, and the records produced.
Still have questions?
Our team is available to discuss your firm's specific requirements and volume considerations.
Contact us