2010
SharesPost
Founded a marketplace for pre-IPO shares.
Private wealth. Open possibilities.
There’s life
before an IPO.
Your clients have private shares.
Help them see what comes next.
Built for financial advisorsExplore ↓
Meet your private market advantage
See clearly.
Move forward.
Intelligence, wealth strategies, and execution.
Connected in one workspace. Built around your client.
Illustrative workspace
Alex’s question
A home before an IPO?
A
Alex · Northstar employeeFictional client scenario
Home purchase goal$500k
Wealth in private shares72%
Northstar sharesOther assets
The starting point
The wealth is there. The cash isn’t.
Review Alex’s holding, transfer terms, and timing before comparing routes to liquidity.
Wealth strategies
Compare routes to $500k.
Possible routeWhat to consider
Sell sharesPricing, taxes, and transfer restrictions
Borrow against sharesInterest, collateral, and repayment
Join a tender offerAvailability, timing, and participation limits
Start with Alex’s timeline. Compare costs, restrictions, and what each route leaves invested.
Execution support
Make the next step clear.
-
1
Confirm what’s possible
Check Alex’s eligibility and company transfer rules.
-
2
Bring the right people in
Review terms with providers and Alex’s tax advisor.
-
3
Move forward with support
Coordinate the selected route, documents, and next steps.
Meet Alex. A home purchase is on the horizon, but most of the wealth is still in private shares.
Request access
Start with what matters
One holding.
More ways forward.
Life doesn’t wait
for a liquidity event.
Explore ways to access capital from private shares, with the trade-offs in view.
Request accessYour client’s next chapter
The priority
Access to cash
- Stock sales↗
- Stock loans↗
- Tender offers↗
- Option exercise loans↗
Available routes depend on the client, the holding, and provider requirements.
Technology with people behind it
New platform.
Deep experience.
Our team has helped build the private markets.
Now we’re putting that experience in your hands.
2014
Nasdaq Private Market
Launched a platform for private company tender offers.
2023
Collective Exchange Fund
Opened a new route to private share diversification.
Milestones from our team’s work in private markets.
Future Proof Festival · September 14–17, 2026
See Compass in action.
Meet the team in Huntington Beach. Get a first look.
Good questions.
Clear answers.
Who is Compass built for?
Financial advisors whose clients hold private company shares. Compass connects company intelligence and ownership context with potential wealth strategies and execution support.
How is it different from a general AI tool?
Compass combines AI with private market data, planning tools, and specific wealth solution knowledge. It also connects advisors with counterparties and people who can help implement a strategy.
Does Compass replace my advice?
You bring the relationship and the judgment. Compass helps you research, explore, and act with more private market context.
What happens when a client is ready to act?
Collective can help connect you with counterparties for the selected solution and support the transaction process. Availability and suitability depend on the client, the holding, and provider requirements.
How do I get started?
Request access with your work email and firm details. Collective reviews each request and follows up by email about next steps. Request access ↗