Platform providing access to shares in pre-IPO companies, with transaction facilitation, price discovery tools, custody solutions, and data insights on the private market. Includes Forge Intelligence for market data and Forge Custody for security management.
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Asset Class Coverage The number of different alternative asset classes available through the platform. |
No information available | |
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Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings. |
Enables transactions across multiple non-proprietary private company shares, acting as a secondary marketplace; supports multiple issuing companies. | |
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Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity. |
Facilitates both primary (new issuances) and secondary market access for pre-IPO equities. | |
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Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility. |
Forge allows for fractionalized/partial share transactions and flexible ticket sizes compared to traditional private markets. | |
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Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors. |
Not as far as we are aware.* No evidence Forge enables direct investor co-investment alongside institutional allocations. Platform is a secondary trading venue. | |
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Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity). |
Investors are able to purchase shares directly in private companies on the platform, not only through pooled funds. | |
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Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows. |
No information available | |
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Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities. |
Forge Intelligence and dashboard displays upcoming and active deal flow; clients can browse available opportunities. | |
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Geographic Diversity Offers alternative investment products across multiple global regions. |
Not as far as we are aware.* Platform is focused on US/private US-based companies (with some global). Not presented as a solution targeting multi-region product distribution. | |
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ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused. |
No information available |
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Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity. |
Forge Intelligence offers market data, analytics, and research on pre-IPO companies. Professional-grade research is part of the offering. | |
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Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager. |
No information available | |
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Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs. |
Website and transaction process disclose marketplace fees and all associated commissions transparently. | |
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Third-Party Validation Incorporates third-party due diligence reports or external expert insights. |
No information available | |
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Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds. |
Platform provides KYC/AML onboarding for new investors and issuers, as per SEC requirements for private securities trading. | |
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Historical Performance Data Range The number of years of historical performance data made available. |
No information available | |
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Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics. |
Forge Intelligence enables scenario/price discovery analysis with historical and hypothetical pricing analytics. | |
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Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources. |
No information available | |
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Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking. |
Marketplace allows comparison of private companies by transaction history, valuation bands, and other analytics. | |
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Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments. |
Forge Intelligence provides qualitative risk analysis, market volatility, and valuation benchmarking for private securities. |
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Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding. |
Investor onboarding, document management, and funding are handled via digital processes (online platform, e-signatures). | |
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Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers. |
No information available | |
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Multi-currency Transaction Support Permits transactions in multiple currencies. |
No information available | |
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Automated Document Generation Generates all required legal, tax, and subscription documents automatically. |
Platform generates standard closing/subscription packets for all trades automatically, including digital contract workflows. | |
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Execution Speed Measures the average speed to complete an investment transaction. |
No information available | |
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Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement. |
Transaction tracking is available via dashboard to view real-time status from order to settlement. | |
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E-signature Integration Facilitates secure digital signing of all agreements. |
E-signature is built into the subscription document process per the platform description. | |
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Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments. |
Withdrawals/redemptions from private securities are handled via automated workflows, as far as allowed in secondary markets. | |
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Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically. |
No information available | |
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Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement. |
Forge Custody integrates with qualified custodians for funding and settlement of private share trades. |
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Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets. |
No information available | |
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Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics. |
Platform dashboard provides investment and portfolio metrics on private shares held via Forge. | |
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Custom Report Generation Allows custom or periodic performance and risk reporting. |
No information available | |
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Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions. |
No information available | |
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Look-Through Reporting Enables transparency into underlying holdings of pooled investments. |
No information available | |
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Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment. |
No information available | |
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Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.). |
No information available | |
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Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts. |
No information available | |
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Data Export Capabilities Exports reports and data to excel, PDF, or other systems. |
Data export to Excel and PDF available as is typical for dashboards/reporting platforms. | |
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Historical Data Retention Period The length of time historical data is stored and available for users. |
No information available |
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Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches. |
No information available | |
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Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management. |
No information available | |
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Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level. |
No information available | |
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Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value. |
Forge Intelligence models hypothetical scenarios/price discovery for portfolio impact and trading strategy. | |
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Liquidity Monitoring Measures current and forecasted liquidity status of all holdings. |
No information available | |
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Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods. |
Investors receive alerts about deadlines and trading windows for private transactions. | |
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Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes. |
No information available | |
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Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls. |
No information available | |
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VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics. |
No information available | |
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Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled. |
No information available |
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Branded White-label Interface Offers customizable branding for advisory firms or private banks. |
No information available | |
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Mobile Application Availability Provides a native mobile app for client access. |
Not as far as we are aware.* No native mobile application available; platform is desktop/web-access only. | |
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Client Portal Customization Allows clients and advisors to customize dashboards and displays. |
No information available | |
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Onboarding Support Services Provides dedicated onboarding specialists and support. |
Onboarding services are provided as part of the platform to facilitate institutional/individual onboarding. | |
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In-app Messaging and Communications Enables direct and secure communication between clients and advisors. |
No information available | |
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Notifications and Alerts Automatic push/email alerts for investment events or updates. |
In-platform and email notifications are provided for events such as liquidity windows, order completions, and company updates. | |
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Educational Content Library Access to videos, articles, and FAQs explaining alternative investments. |
No information available | |
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Multi-Lingual Support Offers interface and support in multiple languages. |
No information available | |
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Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions. |
No information available | |
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Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes. |
No information available |
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Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits. |
No information available | |
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Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once. |
Platform enables group order placement for funds and institutional clients. | |
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CRM Integration Directly integrates with advisor CRM systems for holistic client view. |
No information available | |
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Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks. |
No information available | |
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Proposal Generation Tools Generates compliant investment proposals for clients. |
No information available | |
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Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades. |
All trades are compliant with SEC regulations and include regulatory checks in transaction workflow. | |
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Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos. |
No information available | |
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Note-taking and Collaboration Allows advisors to make notes and collaborate internally. |
No information available | |
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Client Document Vault Secure area for storing and sharing client-specific documents. |
No information available | |
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Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools. |
No information available |
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API Access Supports secure, documented APIs for integration with other systems. |
Forge provides API access to institutional clients and partners for integration with other platforms as per documentation. | |
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Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms. |
Forge Custody integrates directly with external custodians and transfer agents. | |
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Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications. |
Enterprise web SSO integration is available for wealth management partners. | |
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Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data. |
No information available | |
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Real-Time Data Feeds Receives or distributes real-time price and NAV updates. |
No information available | |
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Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds. |
Forge Intelligence data API supports connection to market data feeds (PitchBook, CapIQ, etc.) | |
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Webhook/Event Notification Support Can trigger external actions based on events in the platform. |
No information available | |
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Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability. |
No information available | |
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Scale of Supported Integrations The number of external systems/platforms that can be integrated. |
No information available |
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Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data. |
Platform and custody data use industry standard encryption at rest and in transit. | |
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Multi-factor Authentication (MFA) Requires two or more authentication methods for access. |
Platform requires 2FA/MFA for account access, per standard industry practice and security pages. | |
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Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements. |
Regulatory compliance tools and controls in place for SEC, FINRA, and GDPR, based on custodian model and disclosures. | |
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Audit Logs Produces immutable records of all user and system actions. |
System activity audit logs maintained for compliance; needed for a regulated secondary market/custody environment. | |
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User Role & Permission Controls Granular access and permission configurations for different user types. |
User access permissioning and role selection is available to institutions and multi-client accounts. | |
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Data Residency Options Supports data hosting in regulated jurisdictions as required. |
No information available | |
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Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols. |
No information available | |
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Regular Vulnerability Assessments Conducts periodic penetration tests and security scans. |
No information available | |
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Privacy by Design Frameworks Applies privacy as a core design principle throughout the product. |
No information available | |
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Electronic Records Retention Period The guaranteed period that client records are stored and accessible. |
No information available |
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Concurrent User Support The number of users the platform can support simultaneously without performance impact. |
No information available | |
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Transaction Throughput The number of transactions that can be processed per second. |
No information available | |
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Uptime SLA Guaranteed minimum percentage of uptime. |
No information available | |
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Cloud-based Deployment Supports deployment in public or private cloud environments. |
Forge is delivered as a cloud-hosted service for both clients and partners. | |
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Horizontal Scalability Ability to scale resources dynamically for load increases. |
No information available | |
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Latency to User Actions Average response time for standard user actions. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective after outages or disasters. |
No information available | |
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Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations. |
Infrastructure and client operations are described as geographically distributed for business continuity. | |
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Load Testing & Monitoring Regular performance testing and real-time monitoring. |
No information available | |
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Automated Scaling Policies Uses rules to automatically adjust resources based on demand. |
No information available |
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Dedicated Account Manager Assigned resource for high-net-worth client responsiveness. |
No information available | |
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24x7 Technical Support Offers round-the-clock support for issues and questions. |
No information available | |
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SLA-Backed Response Times Commits to specific response and resolution windows. |
No information available | |
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Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets. |
Support available via web, email, and direct call for institutional partners and clients. | |
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Onboarding & Training Programs Guided setup, training, and onboarding for new users. |
No information available | |
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Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements. |
Platform regularly iterates features and performance, as indicated by press/news and features log. | |
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User Feedback Channels Collects and acts on user suggestions and complaints. |
No information available | |
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Proactive Issue Notification Notifies users and admins about outages or service degradations. |
No information available | |
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Comprehensive Knowledge Base Detailed online documentation for self-help. |
Forge offers FAQ and support documentation for clients and partners on their website. | |
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Integration/Custom Development Services Offers custom integration or build support for client-specific needs. |
Custom integration and development team available to partners and wealth platforms needing API or workflow customization. |
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