Our Platform

Investors

Inventory of events
One inventory of upcoming management meetings

In-house notifications
Notifications for all in-house hosted meetings

Confidential inquiry
Secure and confidential approach to express interest

Sector-specific conferences
Investor-organized sector specific conferences

Corporates

Optimized target list
Leverage of third-party shareholder target lists

Blind auction
Confidential view of inbound requests and interests

Expense reimbursement
Expense free investor meetings

Complete control
Absolute control of attendees list

What We Do

Access Square is a technology-enabled corporate access platform that improves accessibility to the senior management of U.S. public companies by qualified investors. We partner with forward-looking corporates and compliance-conscious investors to improve value proposition in corporate access.

We stand out from traditional providers because we offer increased transparency and flexibility while resolving potential conflicts of interest embedded within a broker-dealer model.

Our Approach

Access Square aims to level the playing field in corporate access and subscribes to "pay to play" philosophy. We strive to create value for all parties involved in the process.

Our focus is primarily on providing corporate access to public companies within Fortune 500, though we broadly seek opportunities to partner with corporates where value-add is clearly visible.

Our network of high-quality corporate relationships is the cornerstone of our strategy. We rely on their discretion and organization capabilities to drive interaction opportunities. Our partners choose to work with Access Square as their corporate access provider given our:

  • approach that resolves potential conflicts of interests embedded within a traditional broker-dealer model
  • unbiased transparency and feedback
  • relationships, industry knowledge, and in-house capabilities, and
  • superior partnership terms relative to traditional providers.
While most type of interaction opportunities do not meet our criteria, we are focused on efficiently pursuing those that we find compelling.
Being prepared and well informed matters. We perform diligence on:

  • Style: Investment philosophy, investment horizon and sector-specific portfolio turnover
  • Size: Assets under management, sector and company-specific exposure
  • Compliance: Investment firm compliance procedures and track record
  • Feedback: Investor feedback from previous interactions
We seek to integrate corporates' needs and preferences in our investor selection process. We explicitly confirm best investor match with our partners and provide alternatives.
Once we confirm an interaction, we provide through our technology platform a transparent and holistic set of information for investors. Our team engages with investors and corporates as needed to assure successful interaction.
We believe in improvement and encourage transparent feedback for Access Square and our partners. We are in constant dialogue with our corporate partners, and establish certain confidentiality rights for our investors. Our team is directly involved in communicating feedback.

Why Now

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REGULATION: MIFID II

1. Unbundling of sell-side research services from trading commissions

2. Hard dollar budgets allocated towards investment services

3. Separated accounts for corporate access

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INVESTORS: STRUCTURAL CHANGE

1. Struggle to outperform low cost index and systematic offerings

2. Increased concentration of AUM with largest funds

3. Business development teams better manage resources

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BROKERS: UNDER PRESSURE

1. Challenge to remain relevant with increased data availability and transparency

2. Shrinking wallets as clients struggle and margins compress

3. Pressure to secure corporate access exposes conflict of interest

Investor Process

1. Explore opportunities

You will receive a notification as soon as a new event opportunity arises. For every new opportunity, you receive access to full information. Our team is always available to answer questions.

3. Confirm & purchase

Once you're selected for the event, a member of our team will reach out to confirm your booking as soon as the purchase is complete. Access Square can work with your assistant to keep you focused on making informed investment decisions.

5. Feedback

Should you choose to, we ask for feedback on the event. We encourage you to participate by providing a discount for future interactions.

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2. Provide Contact Information

Our online platform offers a transparent, secure and efficient way to review and book events.

4. Express interest

You can express interest in any event directly on our site. Alternatively, you can opt in to receive a guaranteed booking through a previously preselected target criteria.

6. Attend

Access Square will provide information and timely support to make sure the interaction goes smoothly.

Our Values

We follow client-centric approach, pay attention and seek to add value to all parties involved.
We align what we think, say, and do. Being prepared to make tough choices, we are only as good as our principles.
We understand the present but look ahead and prepare to shape the future.
Attention to detail is in our DNA and we execute accordingly.
We welcome feedback and embrace differences to achieve success.

Core Team

Evgeny Aleksandrov
FOUNDER & CEO
David Olaniyan
PRODUCT LEAD
Joe Patneaude
HEAD OF COMMERCIAL SALES
John Maguire
SALES LEAD

Data Partners

Our Advisors

Eugene F. Soltes
HARVARD BUSINESS SCHOOL
ASSOCIATE PROFESSOR
Angelique Mercurio
ENERKNOL, INC.
FOUNDER & CEO
Mary Conway
CONWAY COMMUNICATIONS
SR. IR INDUSTRY EXPERT
Joseph F. Daniels
MCCARTER & ENGLISH
PARTNER
Thomas Fox
WELLS FARGO
SR. TECH EXECUTIVE

Message Sent

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Message Us

Contacts

  info@access-square.com

  +1(212) 804 8323

  43 W 23rd Street
New York, NY

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