Your global
capital markets
FinTech platform
We cultivate a 3-way ecosystem for
Affiliate Partners
Companies
Investors
Affiliate Partners
Companies
Investors
to
raise capital
conduct secondaries
execute M&A transactions
raise capital
execute M&A transactions
conduct secondaries
source, diligence, and invest
leveraging our infrastructure, NEXUS
technology and community.
Connect with Us
Connect with Us
210+ INVESTMENT OPPORTUNITIES
venture
capital
venture capital
29 Managers
70 Direct Deals
private
equity
private equity
15 Managers
13 Direct Deals
private
credit
private credit
20 Managers
7 Direct Deals
real
estate
real estate
26 Managers
26 Direct Deals
infra-
structure
infrastructure
Coming soon
hedge
funds
hedge funds
25 Managers
long-
only
long-only
1 Managers
public
companies
public companies
Coming soon
venture capital
29 Managers
70 Direct Deals
private equity
15 Managers
13 Direct Deals
private credit
20 Managers
7 Direct Deals
real estate
26 Managers
26 Direct Deals
infrastructure
Coming soon
hedge funds
25 Managers
long-only
1 Managers
public companies
Coming soon
The Nexus
of Capital &
Opportunity™
Active
investment
opportunities
280+
Investors
+
MORE
Our APs help investors source and analyze unique investment opportunities in primary and secondary markets
Active
investment
opportunities
280+APs supported
on the platform
125+
Partners
Affiliate
Partners
MORE
+
Partners
A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors
125+
APs supported
on the platform
$10B
Companies
Transaction
Volume
Companies
MORE
+
Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives
$10B
Transaction
Volume
NEXUS
NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors
Affiliate Partners
A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors
APs supported
on the platform
125+
Companies
Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives
$10B
Transaction
Volume
Investors
Our APs help investors source and analyze unique investment opportunities in primary and secondary markets
Active
investment
opportunities
280+
NEXUS
NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors
VALUE PROPOSITION
We have the infrastructure, technology and
We have the infrastructure, technology and
community for you to achieve your goals
Broker-Dealer Services
- Best-in-class infrastructure with a highly experienced team and deep RegTech integration in NEXUS
- FINRA member firm and SEC registered broker-dealer for >20 years with a strong legal and compliance foundation to support a wide range of activities in domestic and international markets
- Client onboarding support through the contracting and due diligence process with clean workflows and expert guidance
- Transaction close-out process managed through NEXUS, integrating legal, compliance, and accounting frameworks
- Direct coordination with clients to reconcile transactions, calculate fees, collect payments, calculate payouts and report on all accounting
Collaboration
- Collaborative ecosystem of APs who leverage origination and distribution synergies across the platform to expand their businesses
- Ever-growing community of APs who bolster the platform’s origination and distribution capabilities across various asset classes, investor demographics, and geographies
- Platform-wide and sub-community calls & events
- APs and live mandate profiles in NEXUS to help identify synergies with intelligent analytics and filtering
- Cross-marketing facilitation in NEXUS to form AP-to-AP agreements and approve investor lists for each client
- Pipeline management tools to provide mandate originators real-time transparency into a collaborator’s pipeline, sales activity, and transactions
- Best practice guides to optimize outcomes
Sales Management
- NEXUS tools to track pipelines, client approvals, sales activity, and transactions
- Reporting tools built into the system to update salespeople and clients real-time with customizable filters and reports
- Coming Soon: Collaboration tools with clients and investors on our upcoming Client and Investor Portals
Investment Offering Marketplace
- Content management tools for live mandates in NEXUS to attract potential distribution partners
- Database of potential investment offerings across the platform to identify distribution opportunities
- Coming Soon: Investor Portal with interactive tools to interface with pre-existing relationships and generate new leads
Email Marketing Services
- NEXUS tools to create email campaigns and dynamically manage distribution lists
- Ability to track open and click engagement tied to your pipeline
Data
- Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
- Private sales engagement data with intelligent exceptions for opt-in collaboration
- Onboarding facilitation to quickly integrate into the system
- Publicly available information continually scrubbed by the data team
Supporting Foundation
- High-quality onboarding, support and training
- Training guides and videos
- Best-in-class technology and data security framework on NEXUS
Identify Talent
- Platform for sourcing the best investment bankers or placement agents to help you raise capital, sell your business or conduct other strategic initiatives
- Benefit from APs collaborating across the platform to expand your distribution efforts and reach a more diverse universe of investors
Infrastructure
- Best-in-class legal, compliance, accounting, and due diligence infrastructure to support your activity
- Seasoned team of professionals managing our infrastructure who regularly analyze complex commercial and regulatory frameworks to maintain a stable and nimble platform
- Operational excellence and optimal use of process and technology built into NEXUS to manage workflows consistently and efficiently
Sales Management
- APs who work smarter and faster for clients using NEXUS
- Real-time transparency into pipelines, sales activity, and transactions
- Workflows for streamlining project management
- Email marketing services for APs to run your sales campaigns
Data
- Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
- Robust investor data for APs to identify your best prospects and obtain actionable insights to close deals
Sourcing & Diligence
- Coming Soon: Investor Portal to source and diligence high-quality investment opportunities
Infrastructure
- Professional counterparties with best-in-class legal, compliance, accounting, and due diligence infrastructure
Collaboration
- Tools to help our APs and clients engage with you to support your investment process
LEARN MORE
LEARN MORE
LATEST NEWS
SEE ALL NEWS
SEE ALL NEWS
Oct 02, 2024
Preqin – 2024 Service Provider Report; Stonehaven Featured as a Top Placement Agent
read more
read more
Oct 01, 2024
Christopher Gentry of CG Debt Capital Markets, Joins Stonehaven’s Affiliate Platform.
read more
read more
Sep 26, 2024
Rahul Sarin of Risa Capital, Joins Stonehaven’s Affiliate Platform.
read more
read more
Sep 18, 2024
Mangesh Ghogre of One Capita Advisors, Joins Stonehaven’s Affiliate Platform.
read more
read more
Sep 04, 2024
Mark Ricketson of Bru partners, Joins Stonehaven’s Affiliate Platform
read more
read more
Aug 29, 2024
Wissam Otaky of Onn Capital partners, Joins Stonehaven’s Affiliate Platform
read more
read more
Aug 08, 2024
Bryce Littell of XST Capital Group, Joins Stonehaven’s Affiliate Platform
read more
read more
Jun 26, 2024
Simon Shaner of Queens Gate Capital, Joins Stonehaven’s Affiliate Platform.
read more
read more
Jun 25, 2024
Stuart Hamlyn of Mallard Capital Group, LLC, Joins Stonehaven’s Affiliate Platform.
read more
read more
LATEST NEWS
-
Oct 02, 2024
Preqin – 2024 Service Provider Report; Stonehaven Featured as a Top Placement Agent
read more -
Oct 01, 2024
Christopher Gentry of CG Debt Capital Markets, Joins Stonehaven’s Affiliate Platform.
read more
SEE ALL NEWS
