For investors
Pre-IPO access, custody built in
Private-market access designed the right way around: verification first, risks stated plainly, settlement into a custodied account from the first transaction.
Read this before anything else
- Private company securities are highly speculative and highly illiquid.
- No market may ever develop for any private security.
- You must be prepared for the total loss of your investment.
Access
Accreditation verification, transfer-rule awareness per company, and expressions of interest instead of blind commitments.
Custody from the first click
Positions and proceeds settle into an account at Investor Services — including self-directed retirement accounts where eligible.
What the platform does, and what stays with you
Identity verification, eligibility verification, asset verification, custody, and secure settlement all do real work — and none of them establishes that an investment is suitable or advisable. They confirm who you are, what you may buy, that the asset exists, and that the transaction settled correctly. Whether the investment is a good idea is a separate question, and it remains yours. Start with the Due Diligence Center and why trust is not diligence.