Unveiled Sep 14–17, 2026
Future Proof · Huntington Beach
First access, no cost
Company Information
- Current enterprise value
- Current share price
- Current trading volume
- Detailed financing history & capital structure
- Waterfall analysis
- Issuer liquidity policies
The worldwide release of Collective Compass has been selected by the Future Proof Festival from hundreds of applicants for the AI Demo Drop.
THE PROBLEM
Private market wealth solutions exist. Most financial advisors are unaware of them.
Wealth solutions that advisors use every day with public market clients are now starting to exist in the private market. But identifying the optimal private market solution is complex and sourcing a counter party can be challenging. Collective's Compass makes it easy.
The evolving landscape for private market wealth solutions
Stock Sales
Tender Offers
Exchange Funds
Single Stock Loans
Charitable Remainder Trusts
Donor Advised Funds
10b5-1 Plans
CAPABILITIES
Compass enables you to advise private market clients with the following unique information, tools and services:
Planning Tools
- Exit scenario modeling
- Equity compensation analysis
- Vested equity exercise modeling
- Tender offer participation analysis
- Tax calculations including AMT and QSBS
- Concentration risk analysis
Wealth Solution Detail
Solution overviews by provider
FOR EACH PROVIDER
- Eligible companies
- Loan / advance-to-value ratio
- Interest rate
- Recourse or non-recourse
- Term
- Min & max transaction size
Execution Services
Confidentially initiate these private wealth solutions:
- Stock sale
- Stock loan
- Forward sale
- Exchange fund
- Donor advised fund
- 10b5-1 plan
ABOUT US
Collective Compass represents the next stage in the development of the private market.
Compass aggregates the private company information, market data and wealth management products needed to advise your clients on the solutions that best achieve their goals. Better still, Compass then implements their chosen solutions with complete confidentiality and the expertise that comes from years of experience.
Compass is built by the team of financial experts and finance innovators that have led each stage of the private markets development.
2010 · FOUNDED
SharesPost
Launched the first online marketplace for pre-IPO company shares.
2014 · LAUNCHED
Nasdaq Private Market
Built the first platform for private company tender offers.
2021 · BOARD MEMBERS
Forge & Zanbato
Served on the boards of leading private market platforms.
2023 · FOUNDED
Collective Exchange Fund
Founded and actively manage the exchange fund for private shareholders.
2026 · CREATED
Collective Compass
Connecting financial advisors and their clients with their optimal wealth solutions.
LIVE AT FUTURE PROOF 2026
Meet Compass in person at Future Proof
We're unveiling Compass at Future Proof Festival — see the live demo on stage, then try it yourself at our kiosk. Sep 14–17, Huntington Beach.
A live demo
Watch us take Compass through a real advisor workflow — from a client's private holding to the recommended path — live on the Future Proof stage.
AT THE KIOSK
Hands-on at our kiosk
Find our kiosk on the festival floor and try Compass yourself any time during the week — get your questions answered and meet the team.
Can't make it to Huntington Beach?
Festival details