We align what we think, say, and do. Being prepared to make tough choices, we are only as good as our principles.
We follow client-centric approach, pay attention and seek to add value to all parties involved.
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.
What We Do
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.
Provide Contact Information
Our online platform offers a transparent, secure and efficient way to review and book events.
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.
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.
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.
Access Square will provide information and timely support to make sure the interaction goes smoothly.
Should you choose to, we ask for feedback on the event. We encourage you to participate by providing a discount for future interactions.