SharesPost Institutional

The private market
for financial institutions

SharesPost facilitates block trades for major institutional investors in the private market.

300+ private companies traded on the platform
300+
Private companies traded on the platform
$5.5B in current indications of interest
$5.5B+
In current indications of interest
50% of transaction volume is with institutions
50%
Of transaction volume is with institutions
10,000+ transactions in private growth companies
10,000+
Transactions in private growth companies

Experienced Private Securities Specialists

Since 2009, SharesPost’s institutional team has been helping clients navigate the new private market. Our Private Securities Specialists and the legal, compliance, and operations teams supporting them understand institutional investors’ complex needs.

Jennifer Phillips
Jennifer Phillips

President, SharesPost Financial Corp.
Education: Northeastern University
Background: Merrill Lynch, Jefferies & Company, Silver Lake Waterman
Certs: FINRA series 7, 24, and 63

Lisa Rogoff
Lisa Rogoff

Head of Institutional Sales
Education: Tufts University
Background: Merrill Lynch
Certs: FINRA series 7 and 66

Charlie Grimes
Charlie Grimes

Head of Private Securities Group, New York
Education: University of Arizona
Background: Wells Fargo Family Wealth, PIMCO
Certs: FINRA series 3, 7, 24, 66 and CFA Charterholder

Andrew Saeta
Andrew Saeta

Director
Education: Stanford University
Background: Crosslink Capital, Parnassus Investments
Certs: FINRA series 7 and 66

Tony Frascotti
Tony Frascotti

Vice President
Education: Boston College
Background: William Blair & Company
Certs: FINRA series 7 and 63

Brian Miller
Brian Miller

Vice President
Education: Boston College
Background: Virtu Financial, KCG Holdings
Certs: FINRA series 7, 55, and 63

Greater access

SharesPost offers institutions inventory in hundreds of leading private growth companies. Having closed thousands of secondary transactions, SharesPost has developed the experience and issuer relationships our clients leverage every day.
Learn more about direct trade opportunities.

Proprietary data

Proprietary data

Proprietary data

The breadth and depth of our trading platform uniquely positions SharesPost to support institutional clients with insight into private company valuation trends. Access waterfall charts and valuation tools for over 300 top private companies.

Transact with confidence

Since 2009, SharesPost has blended experience, expertise and technology to provide best-in-class trade execution for institutions.

“The institutional team at SharesPost Financial Corp. provides us with the kind of support, professionalism, and comfort in the private market that we are accustomed to and we value the relationship that we have built in working together.”

W Capital Partners

“SharesPost provides us with reliable access to institutional sized investment opportunities in the private market’s leading companies.”

GSV Capital

Talk with SharesPost

Learn more by talking with a member of our institutional team of Private Securities Specialists.

Research the new private market

View waterfall charts and proprietary research on the top private companies.