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Episode Overview:
We talked about private capital markets, creating a marketplace and operating system to bring together companies, investment bankers, and placement agents, and how to get the support you need during tough times with David Frank, CFA, Founder and CEO of Stonehaven, a private capital markets fintech operating system. Listen to learn how the current economic climate is impacting capital markets!
About David Frank
David founded Stonehaven in 2001 and pivoted it into a fintech business in 2018. Prior to Stonehaven, he worked at Robertson Stephens in San Francisco. David graduated with honors from the University of Michigan with a BBA; he is a CFA Charterholder and holds the Series 7, 24, 31, 66, 79, and 99 registrations with FINRA. He is also an active member of the Young Presidents’ Organization, where he helps lead the Investment Banking Network.
About Stonehaven
Stonehaven's platform enables affiliate partners, companies, and investors to strategically connect across the globe, leveraging its operating system and collaborative community. Stonehaven, LLC is an SEC Registered Broker Dealer and FINRA Member Firm. Stonehaven is active across real estate, private equity, venture capital, private credit, hedge funds, long-only strategies, direct private placements, secondaries, and M&A.
To listen to the podcast, click one of the links below:
About Stonehaven, LLC
Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.
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May 15, 2025
Richard Sincore of Sincore Ventures, LLC Joins Stonehaven’s Affiliate Platform
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May 05, 2025
James MacDougall of Towne Street Capital LLC Joins Stonehaven’s Affiliate Platform
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