Heron offers several key advantages over a traditional secondary marketplace or a fund:
End-to-end management. Once you select your strategy and make a deposit, as a robo-advisor, we manage the entire investing process for you. We keep up with inventory across many brokers and marketplaces, manage the bids and offers, and sign documents and help with all of that in reverse when you're ready to sell. We turn what can be a multi-week process to buy shares in a single company into a simplified process that gives you exposure to multiple companies
Automated, diversified strategies. Compared to manually buying shares of pre-IPO companies, Heron offers ways to get themed access to many companies at once via pre-built strategies, and we will update that list over time automatically.
Access to institutional deals. As a qualified purchaser (> $25M in investable assets), Heron Finance provides individual investors exposure to institutional pre-IPO company deals that simply won't show up on the marketplaces, or would come with very high minimums
Investment minimum. At Heron, you gain exposure to multiple private companies for a single $10,000 investment compared to $5,000 to $1 million+ per company when you buy individual pre-IPO company shares on marketplaces.