Private company investing — done for you.
You select a strategy. We handle the pre-IPO investing process for you.
| Heron Finance | Buying individual pre-IPO stocks | Pre-IPO ETFs and Funds | |
|---|---|---|---|
| End-to-end purchases managed for you | |||
| Pick and choose your stocks | |||
| Automated diversifed strategies | |||
| Avoids public market volatility | Varies | ||
| Access to institutional deals | All investors | Only institutional investors | Varies |
| Investment minimums | $10K per portfolio | $5K to $1M+ per stock | Varies |
Choose from our pre-IPO company strategies
How it works
- Select between our two automated strategies: Blue chip or AI focus.
- Or, build your own from 50 private companies all with $5 billion valuations.
- If you want, customize the companies in your automated strategy.
- Make an initial deposit.
- We monitor the market and buy available shares to build your exposure over time.
- Automated strategies are rebalanced for you, adding the latest top companies.
We help you gain exposure to some of the world's largest pre-IPO companies.
All companies on our target list exceed $5 billion valuations and are backed by a top VC firm with at least $10 billion in AUM and 15 years of experience.
Investing in pre-IPO companies is complex — shares are limited and access is competitive. Heron's automated system monitors the market while our institutional standing helps unlock deals. We can't promise access to every company on our target list, but we're always working to bring you the strongest opportunities available.
Invest with confidence.
Your questions answered.
Heron offers several key advantages over a traditional secondary marketplace or a fund:
- End-to-end management. Once you select your strategy and make a deposit, as a robo-advisor, we manage the entire investing process for you. We keep up with inventory across many brokers and marketplaces, manage the bids and offers, do due diligence, and sign documents. We turn what can be a multi-week process to buy shares in a single company into a few minute process to give you exposure to multiple companies
- Automated, diversified strategies. Compared to manually buying shares of pre-IPO companies, Heron offers ways to get themed access to many companies at once via pre-built strategies, and we will update that list over time automatically.
- Access to institutional deals. As a qualified purchaser (> $50M in investable assets), Heron Finance provides individual investors exposure to institutional pre-IPO stock deals that simply won't show up on the marketplaces, or would come with very high minimums
- Investment minimum. At Heron, you gain exposure to multiple private companies for a single $10,000 investment compared to $5,000 to $1 million+ per company when you buy individual pre-IPO stock shares on marketplaces.
Get your pre-IPO investing portfolio in minutes.
White-glove support at every step.
Charts, images, and other visual materials are for illustrative purposes only and should not be considered individualized investment advice. The strategies shown may not be suitable for all investors.
The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities or a recommendation of any interest in any investment offered by Warbler Labs, Inc. or any of its subsidiaries (collectively, “Warbler”).
Any financial forecasts or financial returns, whether in the form of interest or appreciation displayed on this website are for illustrative purposes only and are not a guarantee of future results. Private credit investments are subject to credit, liquidity, and interest rate risk. In the event of any default by a borrower, you will bear a risk of loss of principal and accrued interest on such loan, which could have a material adverse effect on your investment. A borrower may default for a variety of reasons, including non-payment of principal or interest, as well as breaches of contractual covenants. Credit risks associated with the investments include (among others): (i) the possibility that earnings of a borrower may be insufficient to meet its debt service obligations; (ii) a borrower's assets declining in value; and (iii) the declining creditworthiness, default, and potential for insolvency of a borrower during periods of rising interest rates and economic downturn.
Any investment target return presented here is intended for informational purposes only and does not guarantee future performance or results. This model assumes no variability, including no loan defaults, fluctuations in interest rate, customer withdrawal requests, late payments, or penalties, and our management fees have remained unchanged throughout this projection. Please be aware that all investment involves inherent risks, and past performance is not indicative of future outcomes. Customers are advised to consult their own legal and tax advisers regarding their specific circumstances and needs. We do not accept any liability for any loss or damage arising from the use of this information or for any actions taken based on this information without seeking professional advice.
Private equity investments involve a high degree of risk, including the potential loss of the entire investment, illiquidity, long holding periods, limited transparency, and sensitivity to economic and market conditions. Diversification does not ensure a profit or protect against loss, and past performance is not indicative of future results. Comparisons to individual private funds, public markets, institutional portfolios, or other benchmarks are provided for illustrative purposes only. These may not represent a direct comparison, may rely on data reported by third-party managers, and may reflect differing methodologies, time periods, or investment universes. Data from underlying fund managers may be subject to reporting lag, estimation, or revision.
Investing in private, pre-IPO companies involves significant risk and is not suitable for all investors. These investments are generally illiquid, may be difficult to value, may be subject to transfer restrictions, and may result in the loss of some or all of your investment. Any information provided is for informational purposes only and should not be viewed as investment, legal, or tax advice or as a recommendation to buy or sell any security. Past performance, estimated valuations, company growth, or secondary market pricing are not indicative of future results. Pre-IPO companies are privately owned and not all private companies will experience an IPO or other liquidity event.
No communication by Heron or any of its affiliates through this website should be construed or is intended to be investment, tax, financial, accounting, or legal advice. Heron Advisory, Inc., d.b.a. Heron Finance is an SEC-registered investment advisor (RIA). Such registration should in no way imply that the SEC has endorsed the entities, products or services discussed herein.