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
120+ Investment Opportunities

venture
capital

venture capital

20 Managers
24 Direct Deals

private
equity

private equity

15 Managers
16 Direct Deals

private
credit

private credit

15 Managers
7 Direct Deals

real
estate

real estate

16 Managers
13 Direct Deals

infra-
structure

infrastructure

Coming soon

hedge
funds

hedge funds

14 Managers

long-
only

long-only

4 Managers

public
companies

public companies

Coming soon

venture capital

20 Managers
24 Direct Deals

private equity

15 Managers
16 Direct Deals

private credit

15 Managers
7 Direct Deals

real estate

16 Managers
13 Direct Deals

infrastructure

Coming soon

hedge funds

14 Managers

long-only

4 Managers

public companies

Coming soon

The Nexus
of Capital and
Opportunity™

Active

investment

opportunities

120+
Investors
Investors

Our APs help investors source and analyze unique investment opportunities in primary and secondary markets

Active

investment

opportunities

120+
+ MORE

APs supported

on the platform

90+
Affiliate
Partners
Affiliate
Partners

A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors

90+

APs supported

on the platform

MORE +
$7B+

Capital

raised

Companies
Companies

Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives

$7B+

Capital

raised

MORE +
NEXUS
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

90+
Companies

Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives

$7B+

Capital

raised

Investors

Our APs help investors source and analyze unique investment opportunities in primary and secondary markets

Active

investment

opportunities

120+
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
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

We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Dec 22, 2021

Jeffrey Appel, Founder & Managing Partner of JDA Funds Management Inc., Joins Stonehaven's Affiliate Platform

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Nov 24, 2021

Chris Yager CPA Joins as Stonehaven’s CFO and Partner

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Nov 22, 2021

Richard Conn Jr., Founder & Managing Partner of Eurasia Capital Group, Joins Stonehaven’s Affiliate Platform

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Nov 22, 2021

Cody Shannon, Managing Partner at Cody James Capital LLC, Joins Stonehaven Affiliate Platform

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Nov 15, 2021

Chris Cummock, Managing Director at MC Aureate LLC, Joins Stonehaven’s Affiliate Platform

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Nov 03, 2021

Hedge Fund Alert – Stonehaven Expanding Affiliate Base

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Nov 01, 2021

Brian Gaffney Joins as Stonehaven’s Head of Due Diligence, Mandate Management, and Partner

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Oct 11, 2021

Bootstrappers: It Took This Visionary Financier 20 Years to Disrupt Investment Banking – Now He’s Earning $15 Million Revenue

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Oct 01, 2021

Marisa Bryce, Founder and Managing Partner of Jack and Blue Capital, Joins Stonehaven’s Affiliate Platform

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Oct 01, 2021

Dan Hubscher, Founder and Managing Partner of Changing Alpha Strategies, LLC, Joins Stonehaven’s Affiliate Platform

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LATEST NEWS
  • Dec 22, 2021

    Jeffrey Appel, Founder & Managing Partner of JDA Funds Management Inc., Joins Stonehaven's Affiliate Platform

    read more
  • Nov 24, 2021

    Chris Yager CPA Joins as Stonehaven’s CFO and Partner

    read more
  • Nov 22, 2021

    Richard Conn Jr., Founder & Managing Partner of Eurasia Capital Group, Joins Stonehaven’s Affiliate Platform

    read more
SEE ALL NEWS