Heron Finance provides an SEC‑registered, technology‑driven platform that gives U.S. accredited investors automated, personalized access to diversified private market assets—including pre‑IPO shares, private credit, equity, infrastructure, and real‑estate funds. Users can receive a portfolio recommendation via a short questionnaire or build a custom allocation, while the platform handles accreditation, compliance, transaction execution, and ongoing monitoring with quarterly redemption windows.
Funding
$1.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Accredited investors lack direct, affordable access to diversified private market assets such as pre‑IPO companies, private credit, equity, infrastructure, and real estate, which are traditionally reserved for institutions and require complex onboarding.
Solution
Heron Finance offers an SEC‑registered, technology‑driven platform that creates automated, personalized portfolios of private market investments for U.S. accredited investors. Users can either receive a portfolio recommendation based on a short questionnaire or build a custom allocation across pre‑IPO shares and professionally managed funds. The platform handles accreditation verification, fund selection, purchase of private company shares, and ongoing portfolio monitoring, providing monthly income options, reinvestment features, and a transparent dashboard. Liquidity is supported through quarterly redemption windows, and all transactions are executed with institutional‑grade access and low‑fee structures.
Target Audience
Heron Finance serves U.S. accredited individual investors seeking diversified exposure to private market assets, including those interested in income‑generating private credit and growth‑oriented pre‑IPO opportunities.
Features
- Automated portfolio construction using a quiz‑driven recommendation engine or custom selection across 50+ pre‑IPO companies and 25+ institutional funds
- End‑to‑end management of accreditation, funding via ACH/wire, and compliance with SEC regulations
- Access to institutional pre‑IPO deals (companies valued > $5 B) and diversified private credit, equity, infrastructure, and real‑estate funds
- Monthly income distribution or automatic reinvestment options with real‑time performance reporting at fund and company level
- Quarterly redemption process with no lock‑up penalties and transparent redemption status tracking
- White‑glove support and optional 1:1 advisor assistance throughout the investment lifecycle