Liquidity Platform The combined entity Forge Global and SharesPost offers a mature private market liquidity platform with strong secondary trading, research, and valuation tools, presenting a cross-sell opportunity to existing Forge clients andSharesPost users in need of enhanced liquidity solutions.

Regulatory Credentials As an SEC-registered broker-dealer, investment advisor and approved ATS, the company has credibility to engage institutional and accredited investors, enabling sales conversations around compliant private market access, advisory services, and advanced trading capabilities.

Tech and Data With a data-rich platform featuring private market data, research and valuations, there is potential to upsell premium analytics, market insights, and custom research services to growth-stage tech issuers and sophisticated investors seeking transparency.

Growth Targets Historical scale of over $4 billion in secondary transactions across 200+ tech companies indicates traction and market demand, offering cross-sell paths to expand secondary offerings, tokenized securities, and enhanced issuer solutions.

Strategic Talent Leadership and advisory hires with deep capital markets and secondary market experience suggest partnerships with asset managers, family offices, and RIAs for co-branded products, managed accounts, and bespoke liquidity programs.