FAQ

What can we help you with?

Preparing for the Forge and SharesPost Platform Merger

Will I need to re-register?

For existing Forge clients who have already established an account with us — no, there will be no need to re-register and you can continue to use app.forgeglobal.com to search for new opportunities and place your trade intent. We do, however, encourage you to log in prior to August 6th, to avoid the need to reset your password.

What do I need to do to prepare for the merged platforms?

If you logged between May 14th and August 6th, you will not need to re-register or reset your password — simply use your existing username and password.

If for any reason you have not logged in recently, you can still use your current username, and will be asked to reset your password.

I have a transaction in progress. How is this transaction being handled?

Private Market Specialists and Operations Team members will continue to handle transactions that are currently in process. Rest assured that your specialist will keep you up to date with your transaction. Please feel free to contact them if you have questions.

If you started a transaction and did not complete the New Client Form, you may need to complete the KYC (“know your customer”) process. This is the mandatory process of identifying and verifying your identity so you can transact on the platform. You will be guided through this process if it’s needed when you log-in to the platform.

What happens with the bids or asks I have already placed?

Bids and asks placed during the last 90 days will remain active. If you have questions about your active bids or asks, please contact your Private Market Specialist.

Will I still have the same broker assisting me?

Yes, you will continue to work with your broker. Our brokers, Private Market Specialists, will assist with your trade transactions. As Private Market Specialists, they have a deep knowledge of private market dynamics and are here to listen to you, understand your goals, and work with you on the best way to achieve your desired outcomes.

Will the fees be the same?

Yes, our fees remain the same.

What benefits will I have with the merged platform?

We’re excited to share the improvements of the merged Forge platform you’ll experience including:

  • A Private Market Specialist will be assigned to you to handle your transactions, help you stay informed, help you access opportunities and support your ability to confidently navigate your investments through Forge.
  • More participants and private companies providing access to more opportunities
  • An enhanced dashboard with access to private company trading opportunities
  • In-depth company profile and information - improved detail, depth and accuracy of private company profile information such as funding rounds, leadership and more.

This is just the beginning of our journey to bring transparency, scale and expertise to the private markets as we continue to roll out new products and services throughout the year.

I have an account with both SharesPost and Forge, what will change for me?

If you have accounts with both Forge and SharesPost, your log-in credentials will default to the username and password used for app.forgeglobal.com.

If you have not logged into the platform prior to 8/6/2021, you may need to reset your password using the same username used to log into the Forge platform.

Your SharesPost trade activities will be available on your Forge Markets dashboard where you can view your trade history and transactions-in-progress.

Your Forge trade history and pending transactions will not appear on the new Forge Markets dashboard on August 7, but the product and engineering team will be working hard to ensure that it will be available in the custom dashboard shortly after August 7 of the integrated platform. We suggest working with your Specialist if you have questions.

The Forge and SharesPost Merger

When was the merger completed and how does that impact me?

The merger to combine the Forge and SharesPost platforms will be complete on 8/7/2021. This is the final step concluding the merger between Forge Global and SharesPost – and a critical step in creating a transparent, accessible, and liquid private market ecosystem that benefits all who participate in world-changing innovation.

As an existing Forge customer, you will continue to access information about private company shares and place your intent to buy or sell private company shares on the new combined trading platform, called Forge Markets.

You will recognize the familiar Forge look and feel, and will experience the combined strength of our two platforms -- new innovative products and services to bring scale, transparency, and access to the private markets.

What are the benefits of the merger?

Bringing Forge and SharesPost together into a combined platform brings more participants, more private companies, and ultimately more scale to the private markets. Since inception, the two companies together have completed more than $10.7B in transactions in over 400 private companies.

We’re excited to share the improvements of the merged Forge platform you’ll experience including:

  • A personalized “Private Market Specialist” will be assigned to you to handle your transactions, help you stay informed, help you access exclusive opportunities and support your ability to confidently navigate your investments through Forge.
  • More participants and private companies providing access to more private market opportunities
  • An enhanced dashboard with access to private company trading opportunities
  • In-depth company profiles including improved detail, depth and accuracy of information on funding rounds, executive leadership, board members and more.

This is just the beginning of our journey to bring transparency, scale and expertise to the private markets.

Will there be more private companies or other assets available on the platform?

With the combined platforms available at Forgeglobal.com, you will have access to more private companies and more trading opportunities. Our combined company will be a leading source of private market opportunities providing more visibility into private market transactions and more opportunities to participate.

What is the name of the new merged broker dealer?

Forge Securities, LLC. Forge Global is the indirect parent company of Forge Securities. We’re excited about the merger and our combined platform benefits from everything that SharesPost has done to help grow the private markets. The combined entity under Forge Global will continue to innovate and bring transparency to the private markets, as we sunset the SharesPost brand.

How does this merger affect my personal information?

Forge Global, Inc. has a mission to foster safe and secure transactions in shares and other securities of non-public companies, as well as other alternative assets (the “Transactions”). We are committed to the privacy of our community and take our clients’ privacy and the protection of data seriously. As we merge the SharesPost and Forge Global platforms, we will continue to protect our clients’ data with the same level of commitment and dedication as when the two broker-dealers were separate.