Form CRS — Client Relationship Summary
Sample document for design reference — not legal text. Last updated July 2026.
Introduction
This sample relationship summary describes the services offered, the fees charged, and the standards of conduct that apply when you transact on the platform.
Relationships and services
The platform provides self-directed access to a secondary marketplace for private securities. We do not provide recommendations, monitoring, or discretionary management.
Fees and costs
A flat 0.25% technology escrow fee applies to each side of a matched trade (0.50% total), charged the moment a match locks — not at settlement, and never as a success commission. Pre-funded buyers receive a 50% discount on the buyer-side fee. Institutional transactions such as SPVs and issuer-direct offerings carry a flat 0.25% fee. All fees are non-refundable and are disclosed before you commit. You will pay fees whether you make or lose money, and whether or not the transaction ultimately settles.
Standards of conduct
The platform is a self-directed technology service: we do not execute transactions with discretion, recommend securities, or provide advice. We disclose our fees and the interest retained on custodial balances before you transact. Ask us: how might your conflicts of interest affect me?
Additional information
For up-to-date information about our services, or to request a copy of this summary, contact our support team.