Compass: the private market AI for financial advisors
Reduce risk, generate liquidity, deploy advanced strategies: Collective helps you identify each client's optimal private market solution - and execute it
Get CompassReduce clients' risk, minimize their taxes
- Diversify over-concentrated positions in venture-backed companies
- Compare after-tax outcomes from a variety of private market solutions
- Professionally supported execution for every strategy
Generate client liquidity
- Access liquidity through stock sales, loans, forwards or tender offers
- Instantly price shares of late-stage, venture-backed companies
- Leverage Compass to source bids while keeping your client's identity anonymous
Deploy other advanced strategies
- Finance option exercises to start long-term capital gains holding periods
- Use private company shares to fund charitable giving - donor advised funds and charitable remainder trusts
- See which advanced strategies fit client circumstances and achieve their goals
What is Compass?
Compass is Collective's AI platform for financial advisors. It connects all of Collective's private company and market data, tools, and product knowledge to a cutting-edge AI. With Compass, advisors can understand the value of their client's shares and identify their best available wealth solution. Better still, Compass helps advisors implement the solution by connecting them with the optimal counterparty.
- 2010SharesPostFounded the first online marketplace for pre-IPO company shares
- 2014Nasdaq Private MarketLaunched the first platform for private company tender offers
- 2021Forge GlobalBoard member of the world's largest private secondary market
- 2023Collective Exchange FundFounded the first exchange fund for private company shareholders
- 2026Collective CompassConnecting advisors and their clients with their optimal wealth solutions
Three tools to navigate the private market.
Compass AI Assistant
Private market AI that identifies each client's optimal solution - built to inform the advice, not to sell a product.
Explore CompassCompass Execution Services
Direct connection to vetted counterparties for every supported solution.
Explore execution servicesCollective Exchange Fund
Diversify concentrated pre-IPO positions and defer the capital gains tax.
See the fund
From client needs to private market execution
Many of the wealth solutions you use every day with public market clients now exist in the private market too. But identifying the optimal private market solution is complex, and sourcing a counterparty can be challenging. Compass makes both easy - and it's built to provide the best advice, not to sell a product.
- 01 · Identify
Our AI identifies the best solutions based on your client's circumstances and needs and curated data from wealth solution providers.
- 02 · Execute
We help you connect directly with your counterparty - and support the transaction from start to close.
Supported solutions include stock sales, tender offers, stock loans, option exercise loans, exchange funds, donor advised funds, charitable remainder trusts, and 10b5-1 plans.
Private market intelligence and execution in a single, integrated system.
Get CompassEvery private market solution, within your reach
Whatever the client's goal, Compass connects you to the right solution - and the counterparty to execute it
Liquidity
- Stock Sale
- Tender Offer
- Stock Loan
- Option Exercise Loan
Diversification
- Exchange Fund
Tax optimization
- Exchange Fund
- Donor Advised Fund
Charitable giving
- Donor Advised Fund
- Charitable Remainder Trust
Estate planning
- Charitable Remainder Trust
Gains harvesting
- 10b5-1 Plan