Comprehensive guidance to support your needs
What do we do?
We didn’t just change the Venture Capital Services business – we totally redesigned it. Best part is, we’re just getting started. . .
While we have employed all the services one might expect from a traditional Venture Capital Services team, we didn't stop there. Building our platform from scratch gave us the ability to remove the relative inefficiencies of our competitors and incorporate only what we felt to be the best of what is available in both process and execution from across the Street.
Some, but not all, of the services we provide are:
- In-kind distributions
- Institutional trade execution
- Block trading
- Restricted sales
- Private market trading
- 10b5-1 stock/distribution plans
- LP distribution management
- Monetization & hedging strategies
- Quiet accumulations
- Custody
- Global FX trading
Check out our Wealth Advisory and Family Office Services content for ways we can help GPs and LPs seamlessly connect their trading and in-kind activity with personally tailored services – all in one place.
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In partnership with our Private Capital Advisory Team (check out our LinkedIn announcement here), we provide:
- GP-led buyouts
- LP-led buyouts
- Continuation funds
- Strip sales
Common myths about venture capital services:
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Two weeks to process an in-kind distribution from the date of declaration to the first delivery of shares should be the exception, not the norm. Ask us what we have done to materially reduce delivery times and market risk for your Limited Partners.
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Ever hear of the law of diminishing returns? We keep our team as small as we can on purpose – for the benefit of our team and, more importantly, our clients. We rely heavily on technology and experienced team members to deliver the highest quality execution and service available – challenging it daily to ensure we are always working beyond the leading edge.
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We focus exclusively on the entrepreneurial economy – a community committed to challenging the status quo with disruptive ideas and leading technology. That is who we are. We were not the first team to provide venture capital services, nor have we done the most distributions, but that has never been important to us. What IS important to us is the need to challenge the status quo daily, in both process and procedure, to deliver an entirely new experience to our clients.
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Not just taking orders but actually knowing how to trade and, more specifically, knowing how to introduce disproportionately large, concentrated positions into the market in a reasonable and responsible way is a “living” skill that needs to continuously be honed. We are always learning and acquiring skills and tools to stay ahead of the market helping our clients to develop and implement disposition methodologies that aim to limit their overall market impact while maximizing their IRR. That said, to do this effectively, we strongly believe that you need to control the entire process – both order and information flow. That is why we trade everything ourselves, directly on our desk. We do not use a liaison desk, nor do we ever outsource our flow. What’s more, we require that all team members who can take an order are also licensed equity traders (having passed both the Series 7 & 57) – ensuring that whoever picks up the phone is giving our clients the best advice.
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Most experienced traders will spend up to 30% of their time learning and better understanding market structure so that they have the knowledge to interact with the market in an efficient manner, ensuring best execution for themselves and their clients. Understanding market structure isn’t a “nice to have” but a “need to have” – a core skill set necessary when advising clients on disposition strategies for large, concentrated positions. With so much retail supply coming to the market, most financial innovation has been focused on how to take advantage of the market’s inefficiencies to increase alpha – not fix it – and all client orders on our desk must be viewed through that lens. While we generally can’t avoid these inefficiencies, having a deep understanding of them, and market structure as a whole, helps us stay ahead of them – all for the benefit of our clients.
Don't see what you need? Let us know. If we can't do it, we will build it or work to find you the best resources available, either internally or externally, to help get you what you need.
