Form CRS — Client Relationship Summary
Sample document for design reference — not legal text. Last updated July 2026.
Under revision. These documents are being updated to reflect the current platform model — no user fees, no transaction execution — and are provided for reference only pending counsel review.
Introduction
This sample relationship summary describes the services offered, the costs that apply, 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
The platform charges users no fees. There is no match fee, escrow fee, listing fee, or commission, and no charge for posting an indication of interest. You should still expect costs outside the platform — your own bank's wire fees, and any taxes arising from a transaction — and you bear the full risk of loss on any investment regardless of the absence of platform fees.
Standards of conduct
The platform is a self-directed technology service: we do not execute transactions with discretion, recommend securities, or provide advice. We charge users no fees, and we disclose 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.