LifeBlood Podcast: Private Markets with David Frank

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2023-07-18

About the Host:

LifeBlood is here to help others get better so they can live freely without regret. Believing we’ve each got one life, it’s better to live it well, and the time to start is now. If you’re someone who believes change begins with you, you’re one of us. LifeBlood is working to inspire action, and enable completion, knowing that, as Thoreau so perfectly put it, “There are a thousand hacking at the branches of evil to one who is striking at the root.” Let us help you invest in yourself and bring it all together.

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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:

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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.

Jun 05, 2024

Evan H. Katz of Crawford Ventures, Inc., Joins Stonehaven’s Affiliate Platform.

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Jun 03, 2024

Kevin Constantine Joins as Stonehaven's Mandate Operations Counsel

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May 29, 2024

Joel Simkins of XST Capital Group, LLC, Joins Stonehaven’s Affiliate Platform.

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Apr 30, 2024

Andrei Gheorghe of Ramana Capital, Joins Stonehaven’s Affiliate Platform.

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Apr 22, 2024

Adam Kneller of Capital Formation Partners, Joins Stonehaven’s Affiliate Platform.

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Apr 18, 2024

The Journey from In-House Fund Marketer to Placement Agent

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Apr 11, 2024

Brandon Crombeen of Greybrook Securities, Joins Stonehaven’s Affiliate Platform.

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Apr 08, 2024

Christian Wood, Managing Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

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Apr 08, 2024

Johnny Ruiz, Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

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Apr 02, 2024

John "Wally" Sullivan of Supper Island Capital, Joins Stonehaven’s Affiliate Platform

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LATEST NEWS
  • Jun 05, 2024

    Evan H. Katz of Crawford Ventures, Inc., Joins Stonehaven’s Affiliate Platform.

    read more
  • Jun 03, 2024

    Kevin Constantine Joins as Stonehaven's Mandate Operations Counsel

    read more
  • May 29, 2024

    Joel Simkins of XST Capital Group, LLC, Joins Stonehaven’s Affiliate Platform.

    read more
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