01 · IDENTIFY
Compass guides you to the optimal solution
Collective maps your clients’ goals to all available wealth solutions to identify their best outcome
PRIVATE MARKET PROBLEMS, SOLVED
From client needs to executed solutions
Wealth solutions advisors use every day with public market clients are 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 both easy.
02 · EXECUTE
Compass initiates your client’s solution
Compass connects you with your counterparty and supports your transaction
The evolving landscape for private market wealth solutions
LIQUIDITY
- Stock Sale
- Tender Offer
- Stock Loan
- Option Exercise Loan
DIVERSIFICATION · TAX OPTIMIZATION · CHARITABLE GIVING · ESTATE PLANNING · GAINS HARVESTING
- Exchange Fund
- Donor Advised Fund
- Charitable Remainder Trust
- 10b5-1 Plan
ABOUT US
Compass is built by the team that launched the private market’s most innovative solutions
2010 · FOUNDED
SharesPost
Founded the first online marketplace for pre-IPO company shares
2014 · LAUNCHED
Nasdaq Private Market
Launched the first platform for private company tender offers
2021 · BOARD MEMBER
Forge Global
Board member of world’s largest private secondary market for venture-backed companies
2023 · FOUNDED
Collective Exchange Fund
Founded the first exchange fund for private company shareholders
2026 · CREATED
Collective Compass
Connecting financial advisors with their clients’ optimal wealth solutions
Greg Brogger
CEO & Co-founder
Founded SharesPost, the world's first marketplace for pre-IPO equity. Launched and led Nasdaq Private Market. Served on the board of Forge Global.
Erika McKiernan
CFO & Co-founder
CFO of SharesPost and CFO at Pacific Premier, a multibillion-dollar custodian of alternative assets.
Ankit Misra
Chief Investment Officer
Managed strategic investments portfolio at JPMorganChase. Previously, private equity and management consulting at Blackstone and McKinsey.
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CAPABILITIES
Advise private market clients with the benefit of unique information, tools and services
01 · THE AGENT
Private Market AI Agent
Power your private market research and transactions with advanced technology enhanced by proprietary data and analytics
Chat interface to access leading edge LLM- Augmented by unique private market data, tools & service
- Neutral, unbiased analysis and recommendations
- Client data kept confidential and secure
02 · THE DATA
Data, Tools & Planning
Understand your client’s most important asset and model different strategies and exit scenarios
- Information on 2,000 private companies
- Capital structure & waterfall analysis
- Private secondary market trading insights
- Exit scenario and tax modeling
03 · THE SOLUTIONS
Actionable Wealth Solutions
Understand what specific solutions are available to a client, which is best and why
- Compass learns and remembers client context and goals
- Aggregates detailed non-public wealth solution/product data
- Compares actionable wealth solutions against client goals
- Recommends best solution and explains why
04 · THE EXECUTION
Execution Services
Save time and get the best outcome by leveraging Collective’s expertise, relationships and transaction resources
- Connects you with one or more counterparties for your selected wealth solution
- Supported solutions include: stock sales, forward sales, tender offers, stock loans, exercise loans, exchange funds, donor advised funds, CRTs and 10b5-1 plans
- Choose hand-off to provider or “white glove” support throughout transaction
- Your and your client’s identity is kept strictly confidential
FUTURE PROOF 2026 · HUNTINGTON BEACH
We unveiled Compass on stage at the Future Proof Festival — here's what you missed
Unveiled live at Future Proof
RECORDING COMING SOON
Watch the stage demo
Watch us take Compass through a real advisor workflow — from a client’s private holding to executed solution — as presented live on the Future Proof stage