About DealSquare simplifying private markets

DealSquare gives dealers and their advisors the ability to efficiently post analyze, share and subscribe to private market deals.

Dealers
engage capital raisers and post deals
Advisors
review, share and subscribe to deals
Capital Raisers
publish private placement opportunities

Advisors look to the private markets for superior returns and to help balance a client's portfolio.

However, access to quality deals in the market is fragmented, found by word-of-mouth and transacted using archaic technology.

Our B2B platform for financial professionals maximizes exposure to private market deals, offering advisors and their clients greater access to investment opportunities.

How it works DealSquare
How it Works
DealSquare Bullet
Dealers post deals to The Square
DealSquare Bullet
Dealers invite their network to find, analyze, share and subscribe to deals
DealSquare Bullet
Advisors submit and manage subscriptions
DealSquare Bullet
Neo manages the electronic settlement into client accounts
DealSquare Bullet
Capital Raisers manage deal closing
Dealers
Advisors
Capital Raisers
DealSquare Bullet
Open a DealRoom and share private placement offerings with your own Advisor network
DealSquare Bullet
Review all deal information and documentation in one place
DealSquare Bullet
Share deals with other Dealers to review and approve for their Advisors
DealSquare Bullet
Utilize NEO technology to electronically settle exempt securities into client accounts and integrate into your back office systems
DealSquare Bullet
By Q1 2020, investment documents will be digitally executed on DealSquare and reporting documentation will be instantly consolidated and organized at close

WHY DEALSQUARE

DealSquare enables Dealers to share private placement deal information with their advisors and other dealer firms.

DealSquare facilitates efficient investment processing and deal closing.

DealSquare enables electronic settlement into client accounts through NEO.

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