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.

venture
capital

venture capital
32 Managers
40 Direct Deals

private
equity

private equity
22 Managers
26 Direct Deals

private
credit

private credit
17 Managers
11 Direct Deals

real
estate

real estate
27 Managers
27 Direct Deals

infra-
structure

infrastructure
Coming soon

hedge
funds

hedge funds
26 Managers

long-
only

long-only
5 Managers

public
companies

public companies
Coming soon

venture capital
32 Managers
40 Direct Deals

private equity
22 Managers
26 Direct Deals

private credit
17 Managers
11 Direct Deals

real estate
27 Managers
27 Direct Deals

infrastructure
Coming soon

hedge funds
26 Managers

long-only
5 Managers

public companies
Coming soon
The Nexus
of Capital and
Opportunity™
Active
investment
opportunities
210+Our APs help investors source and analyze unique investment opportunities in primary and secondary markets
Active
investment
opportunities
210+APs supported
on the platform
90+Partners
Partners
A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors
APs supported
on the platform
Capital
raised
Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives
Capital
raised
NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors
A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors
APs supported
on the platform
90+Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives
Capital
raised
Our APs help investors source and analyze unique investment opportunities in primary and secondary markets
Active
investment
opportunities
210+NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors
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
Jun 06, 2023
Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform
Jun 05, 2023
Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform
May 08, 2023
Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity
Apr 27, 2023
M&A Talk Podcast: Digging Into the World of Fintech and Private Capital Markets
Apr 20, 2023
Jon Landry, Founder Partner of Wolf Harbor Capital, LLC, Joins Stonehaven’s Affiliate Platform
Apr 10, 2023
Sameer Khan, Managing Member of Slopeside Capital, LLC, Joins Stonehaven’s Affiliate Platform
Apr 04, 2023
Mark Sullivan and Vik Magdani Interview at the ACG NY 15th Annual Healthcare Conference | March 2023
Apr 03, 2023
Matt Mlinarich, Founder of MKAM, LLC, Joins Stonehaven’s Affiliate Platform
Mar 31, 2023
11:FS Fintech Insider Podcast: EP. 722-How do you choose the right investment path for your business?
Mar 28, 2023
Keith Danko, Founding Partner and Managing Member of Witherspoon Partners, Joins Stonehaven’s Affiliate Platform
-
Jun 06, 2023
Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform
read more -
Jun 05, 2023
Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform
read more -
May 08, 2023
Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity
read more