The Nexus
of Capital and
Opportunity™
Companies
Affiliate partners
Investors
Stonehaven is a broker dealer platform that supports
independent investment bankers & placement agents
raise capital, conduct M&A and execute secondaries
with our proprietary operating system and
collaboration network.
Connect with Us
Connect with Us
195+ INVESTMENT OPPORTUNITIES
venture
capital
venture capital
26 Managers
59 Direct Deals
private
equity
private equity
10 Managers
16 Direct Deals
private
credit
private credit
14 Managers
10 Direct Deals
real
estate
real estate
27 Managers
24 Direct Deals
infra-
structure
infrastructure
1 Managers
2 Direct Deals
hedge
funds
hedge funds
25 Managers
long-
only
long-only
4 Managers
public
companies
public companies
Coming soon
venture capital
26 Managers
59 Direct Deals
private equity
10 Managers
16 Direct Deals
private credit
14 Managers
10 Direct Deals
real estate
27 Managers
24 Direct Deals
infrastructure
1 Managers
2 Direct Deals
hedge funds
25 Managers
long-only
4 Managers
public companies
Coming soon
capital raising + m&a + secondaries
185+
Active mandates
companies
OPERATING COMPANIES
ASSET MANAGERS
AFFILIATE PARTNERS
Investment bankers
placement agents
140+
supported on platform
INVESTORS
Institutions
Family offices
HNWIs
$10B+
TRANSACTION VOLUME
Operating system
Infrastructure + Tech + Data
Collaboration network
Origination + Distribution
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
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
May 05, 2025
James MacDougall of Towne Street Capital LLC Joins Stonehaven’s Affiliate Platform
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read more
May 01, 2025
Kevin Crosby of K Crosby Capital, Joins Stonehaven’s Affiliate Platform
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read more
Apr 23, 2025
Samantha Place of XST Capital Group LLC, Joins Stonehaven’s Affiliate Platform
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Apr 10, 2025
Terrance Philips of Victoria Peak Partners, LLC, Joins Stonehaven’s Affiliate Platform
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Apr 10, 2025
Marc Rucinski of Victoria Peak Partners, LLC, Joins Stonehaven’s Affiliate Platform
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Apr 01, 2025
Easley Edmunds of AmeriBridge Capital, Joins Stonehaven’s Affiliate Platform
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Mar 25, 2025
Jo Anne Keck of Keck & Co. LLC, Joins Stonehaven’s Affiliate Platform
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Mar 20, 2025
Peter Baer of Saranac Lake Capital, LLC, Joins Stonehaven’s Affiliate Platform
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Mar 13, 2025
Reza Ghazvini of Placecap GmbH, Joins Stonehaven’s Affiliate Platform
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Mar 06, 2025
Stonehaven, LLC Recognized as a Top Placement Agent in PitchBook’s 2024 Annual Global League Tables
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LATEST NEWS
-
May 05, 2025
James MacDougall of Towne Street Capital LLC Joins Stonehaven’s Affiliate Platform
read more -
Apr 23, 2025
Samantha Place of XST Capital Group LLC, Joins Stonehaven’s Affiliate Platform
read more
SEE ALL NEWS
