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David Frank
CEO, Founder & Managing Partner at Stonehaven, LLC
- FinTech
- Entrepreneur
- đź“ŤNew York, NY
David Frank is the Founder and CEO of Stonehaven, a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors.
Mr. Frank leads the strategy, design and execution of all aspects of the Firm’s technology, data, compliance, legal, due diligence, finance, and operations architecture. Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries. Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals. Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity.Â
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 BOOK NOW FOR your podcast
David Frank
CEO, Founder & Managing Partner at Stonehaven, LLC
- đź“ŤNew York, NY
- FinTech
- Entrepreneur
David Frank is the Founder and CEO of Stonehaven, a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors.
Mr. Frank leads the strategy, design and execution of all aspects of the Firm’s technology, data, compliance, legal, due diligence, finance, and operations architecture. Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries. Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals. Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity.Â
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As seen on
“The pre-IPO trading space is undergoing an explosion of growth while emerging intermediaries in the space compete, collaborate and innovate for market share with widely different ways of approaching the complex market structure.”
“Many entrepreneurs planned to raise capital in ’20 but have found themselves bootstrapping instead. The savviest can leverage this time bootstrapping to make their businesses stronger and set themselves up for long-term success.”
“Capital-markets services business Stonehaven is continuing its expansion plans. The firm, which expects to provide an array of technology-fueled functions to some 95 staffers at affiliated fundraising groups by yearend, is seeking to expand that number to 150 to 200 next year, up from just 50 in the first half of 2020.”
“When you speak to David Frank, you immediately think, investment banker. Don’t let the open collar and jeans fool you: David exudes confidence, gravitas, and doesn’t suffer fools gladly. And while that might raise your hackles a bit, I’ll remind you not to judge a book by its cover, and in David’s case, he’s so much more than a financier – he’s a visionary. “
“The space is booming,” said David Frank, chief executive of New York-based Stonehaven, a broker-dealer that works with roughly 20 real estate placement agents. “Low rates and high valuations in both public and private markets continue to make private credit an attractive option for investors. I don’t anticipate this will change anytime soon.”
Timeline
2001 - Present
Stonehaven, LLC
CEO, Founder & Managing Partner
Jun 2020 - Jun 2022
Forbes
Contributor
2000 - 2001
Robertson Stephens
Analyst, M&A
Ask me
| What insights have you gained operating in finance that have helped you build a FinTech business? |
| What’s your company’s value proposition for investment bankers and placement agents? |
| What does it mean to build a capital markets operating system? |
| How have you scaled in a capital-efficient manner? |
| How have you built your team? |
| How do you build community? |
| How do you enable your community to collaborate? |
| How is your industry evolving? |
| What trends are you seeing in private capital markets today? |
