Collective Launches Compass: An AI Platform for Private Market Research, Planning, and Execution
Collective has launched Compass, an artificial intelligence (AI) platform designed to help financial advisors manage their clients' pre-IPO equity holdings. The tool integrates private company data, planning capabilities, and execution support into a single workflow. With over 900 U.S. unicorns now valued at around $6 trillion—up from just ten in 2010—the need for tools to handle illiquid assets has grown significantly. Compass addresses the infrastructure gap by providing advisors with company-level intelligence, including enterprise value and financing history, as well as planning features like exit scenario modeling and tax analysis. It also supports execution of strategies such as stock loans or exchange fund contributions while maintaining client anonymity until a counterparty is selected. The platform was showcased at the Future Proof Festival in Huntington Beach. Currently available to financial advisors for free with no credit card required, Compass aims to streamline what used to be a complex and time-consuming process involving multiple specialists.
