Primary Offerings API
Subscription flows, document handling, and investor onboarding
Secondary Trading API
Real time order routing, executions, and settlement.
Compliance API
Embedded KYC, AML, and investor suitability checks
Market Data API
Live feeds for asset-level data and research, NAV reports, and updated historical performance and pricing.
Custody & Fund Admin Integrations
Pre-built support for DTCC's AIP, custody, and post-trade operations.
Issuer sends deal via email
Offering documents are distributed as PDFs or unstructured data rooms, often incomplete or unformatted.
2. Ops/legal team manually reviews documents
Staff read through and standardize each deal before it can be shared or listed.
3. Compliance setup done across multiple tools
KYC, AML, and suitability checks are handled manually in siloed systems.
4. Deal is formatted for broker systems
Internal teams convert deal info into a format compatible with brokerage workflows.
5. Subscription forms are sent out manually
Investors are emailed sub docs to sign and return, often with multiple revisions.
6. Advisors follow up with investors
Advisors walk investors through confusing third-party portals and paperwork.
7. Investors upload signed documents
Users scan or upload forms manually into portals or send back via email.
8. Broker manually reviews and approves
Internal teams validate paperwork, confirm investor eligibility, and process allocations.
9. Custodian and fund admin settle trades offline
Investments are manually processed via ACH or wire transfer, leading to trade breaks and incosistencies.
10. Reporting is delayed and manual
NAV updates and investor reports are prepared and delivered days or weeks later.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
Offering is reviewed and approved
Products are reviewed, workflows are configured, and assets are approved.
3. Offering published to platforms
Alternative asset opportunities appear directly within existing platforms - no separate accounts.
4. Investor allocates in-platform
Investors or advisors allocate seamlessly, without leaving their platform.
5. Custody, cap tables & reporting auto-sync
Settlement, reconciliation, and post-trade reports handled automatically via API.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
Aug 14, 2025
Sacra
Ben Haber, CEO of Monark, on building the DTCC for the private markets
As Schwab, SoFi, and Robinhood move into private markets, Monark provides the backend rails for launching pre-IPO trading.
Oct 15, 2025
PR Newswire
Vested Finance and Monark Markets Team Up to Bring Private Market Investments to Indian Investors
Vested Finance adding Pre-IPO and private-market investing through new partnership with Monark.
Apr 16, 2025
View Trade
Monark and ViewTrade Announce Strategic Partnership to Expand Global Access to Private Markets
Monark and ViewTrade partner to bring seamless pre-IPO and private-market access to 300+ global clients across 30+ countries.
Sep 30, 2025
Apex Infotech Solutions
Monark Markets and Apex Fintech Solutions Join Forces to Open Access to Private Markets for Retail Investors
Apex and Monark are teaming up to bring seamless pre-IPO and private-market access to millions of Apex brokerage users.