Securities firms partner with Zanbato Securities across products and sectors to effect transactions in primary and secondary private markets, both within their own client bases and through other networked securities firms that are subscribers to the Zanbato Securities Alternative Trading System (ZATS).
Zanbato’s mission is to provide tools for private securities industry professionals to leverage their time and to scale their businesses through operational efficiencies and investor connectivity. Instead of the ad hoc assemblage of processes and tools in use at most firms, Zanbato provides an integrated solution supporting origination, distribution, due diligence, execution, and compliance. Instead of working within walled gardens, Zanbato provides data-driven investor targeting to help identify qualified counterparties for trades.
Zanbato Private Label is a secure, ring-fenced portal supporting interactions within a securities firm’s proprietary client base designed to enhance interactions with those investors.
Zanbato Securities ATS is a private securities trading platform restricted to FINRA-registered broker-dealers, or equivalently licensed securities firms in certain other nations where they syndicate and trade private company and fund opportunities.
Specialized services are also provided for third party marketers (TPMs) working to raise funds for funds managers. Discovery provides data-driven investor targeting to help identify and access relevant, qualified investors from an international membership of institutional investors and family offices to expand marketing to incremental investors.
Zanbato Securities supports fund managers by identifying asset allocators currently interested in a manager’s specific investment strategy and focused on a manager’s specific points of differentiation.
Zanbato Securities employs proprietary data aggregation and data science tools to create targeted searches designed to shorten marketing cycles. Zanbato Securities also supports funds seeking orderly markets for secondary sales of their LP interests.
Specialized services are available to hedge funds, PE funds, real estate funds, VCs, infrastructure funds, and private debt funds. Zanbato works as agent or advisor to the transactions and/or in partnership with the third party marketers that are subscribers to the Zanbato Securities ATS or partners in Discovery.
Our mission is to find incremental AUM, better serving our clients through a combination of sophisticated technology and experienced financial professionals, who have successfully marketed funds for decades. Internal marketing teams benefit from the efficiencies our data science and process tools provide. Use of the Zanbato platform for your marketing provides a secure, unified portal supporting interactions with potential investors that is efficient, versatile, and powerful.
Institutional Investors and Family Offices
Zanbato Securities provides institutional investors and family offices a new source of deal flow they might not otherwise see, given the fragmentation of private markets -- a wide range of private securities offered through Zanbato Securities and its networked partners, the banks that subscribe to the Zanbato Securities ATS and our partners in Discovery.
Primary and secondary securities are available, in US and European companies and funds, including debt, preferred stock, equity-linked securities, partnership interests, and common shares. Opportunities for institutions typically range from $5 million to over $100 million. Sectors with deep IP, such as technology and life sciences, are particularly well represented on the site, as are institutional fund managers. Investors may set preferences if they wish to see only transactions in certain sectors or with certain characteristics.
Opportunities are presented on a unified platform that is simple to navigate from anonymized profiles through full document access. The names of institutions viewing the site are revealed to the other side of the trade only if and when an institution agrees, typically when they wish to enter the deal room for a specific opportunity. Membership in the portal is complimentary to qualified institutions.
Zanbato Securities also provides a discreet, controlled environment for institutional investors and family offices seeking to partially or wholly liquidate private positions.
Zanbato Securities supports private companies issuing debt, preferred shares, equity-linked securities, or common stock in primary offerings throughout the US and Europe. Zanbato Securities also supports private companies seeking to offer liquidity to early employees and investors.
Zanbato works as agent or advisor to the transactions and/or in partnership with the banks that are subscribers to the Zanbato Alternative Trading System. Our mission is to defragment the private markets, finding incremental demand, improving price discovery, and better serving our clients through a combination of sophisticated technology and experienced financial professionals, who have completed hundreds of transactions throughout their careers.
Use of the Zanbato platform for your offerings provides a secure, unified portal supporting interactions with potential investors that is efficient, versatile, and powerful.