My Private Shares

What My Private Shares does

My Private Shares (legal entity MPS Platform Services, Inc., a Delaware C-Corporation since October 2024) operates a secure, web-based SaaS platform that provides investor relations, shareholder communications, and private-securities transaction facilitation for community banks, limited partnerships, and privately held companies. Founded in 2023 and headquartered in Fort Lauderdale, Florida, the company targets an addressable market of approximately 5 million privately held US businesses that need investor relations tooling but lack the size or desire to maintain public-market infrastructure. The platform is built around a centralized communications portal, a private buy/sell bulletin board (with optional anonymous posting), document management for K-1s and shareholder reports, multi-factor authentication, and SOC-2 compliant infrastructure; an optional SEC-registered transfer agent services module (20-year-tenured) supports shareholder register maintenance, transfer processing, proxy/voting management, and regulatory reporting.

The business model combines platform subscription (three quote-based tiers on annual billing), optional à la carte or bundled transfer agent services (managed services), and fixed investor transaction fees on buy/sell executions (no commissions; money movement handled off-platform). Go-to-market is sales-led enterprise field sales targeting financial institutions and private issuers, supported by Calendly-driven demo scheduling, content marketing, podcast thought leadership, and referral from existing shareholder networks. Distribution is direct only (no reseller/partner channel), with US-domestic focus across four offices (Fort Lauderdale, Chicago, Philadelphia, Portland). The platform was launched in January 2023; the company completed a $650,000 funding round on April 2, 2025, and recently expanded leadership and sales teams to scale commercialization.

Name

My Private Shares

Legal name

MPS Platform Services, Inc.

Website

https://myprivateshares.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

My Private Shares is a SaaS platform that provides investor relations, shareholder communications, document management, and private-securities transaction facilitation for community banks, limited partnerships, and privately held companies across the United States.

Ownership category

akta.pro rank

Product category

Investor Relations Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Fund Custody & Transfer Agency Services (FSACAHAG)

akta.pro secondary industries

Private Banking Alternatives & Private Markets Access (PE/VC, Hedge Funds, Real Assets) (FSABADAH), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Investor relations software
• Shareholder management platform
• Private securities transactions
• Transfer agent services
• Community bank solutions

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription: Banks and private companies pay a subscription fee for platform access. The subscription includes the secure communication portal, transaction posting features, and platform reporting. Optional à la carte transfer agent services can be bundled into customized subscription plans.
2. Transfer Agent Services: Optional à la carte services including maintaining shareholder register, processing transfers, converting physical certificates to book entry, managing proxy mailings and voting, managing dividend payments, and preparing regulatory reports. Supported by a 20-year SEC-registered transfer agent.
3. Investor Transaction Fees: For investors using the platform to buy or sell shares, there may be a fixed transaction cost to transfer ownership of the investment. The platform does not charge commissions on transactions; money transfers are handled off-platform.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

My Private Shares operates a secure, web-based SaaS platform that enables privately held companies, community banks, and limited partnerships to centralize shareholder communications, manage cap tables and ownership records, share documents, and facilitate private buy/sell postings for non-registered securities. The platform is paired with optional SEC-registered transfer agent services maintained on a SOC-2 compliant infrastructure.

Product overview

My Private Shares is a unified investor relations SaaS platform designed for privately held companies, community banks, and limited partnerships. The core My Private Shares Platform serves as the central hub, providing secure investor communications, a transaction platform for buy/sell postings, document management, and shareholder engagement tools. This integrates with the optional Transfer Agent Services module for issuers needing SOC-2 compliant shareholder register maintenance and transfer processing. The platform also includes specialized sub-products: Investor Communications Module for document/announcement distribution, Community Bank Services with banking-specific features, and the free Investor Portal enabling individual shareholders to access liquidity options. Together, these products serve the full ecosystem of private issuers and their investors.

Differentiator

Problem solved

Functional benefit

Products and services

• My Private Shares Platform A secure, web-based investor relations and shareholder management platform for privately held companies, community banks, and limited partnerships. It provides centralized communications, document sharing, buy/sell posting functionality, and liquidity event management while allowing issuers to maintain full control over access and approvals.
• Transfer Agent Services Optional SEC-registered transfer agent services available à la carte or as a full package. Includes maintaining shareholder registers on a SOC-2 compliant platform, processing transfers, converting physical certificates to book entry, managing proxy mailings and voting, and preparing regulatory reports.
• Investor Portal A free platform for individual investors to buy or sell shares in privately held companies. Connects buyers to sellers, provides access to up-to-date information about non-registered securities, and allows shareholders to express interest in liquidity transactions.

Quantifiable outcome

• Most banks go live on the platform in less than 30 days
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Eqvista: Eqvista provides cap-table management, 409A valuations, and equity management for private companies. It competes with MPS in private-company shareholder recordkeeping and equity administration.
• Pulley: Pulley offers cap-table management, equity planning, and compliance tooling for startups and private companies. It competes with MPS in private-company shareholder management and is expanding into investor communications and compliance workflows.
• LTSE Equity: LTSE Equity (Long-Term Stock Exchange's private market platform) provides cap-table, equity administration, and private-company liquidity tools. It competes with MPS in private-company shareholder management and regulated liquidity facilitation.
• Carta: Carta is the dominant cap-table, valuation, and equity management platform for private companies. It directly competes with MPS for private-company shareholder management and increasingly offers IR, liquidity, and transfer-agent-adjacent features that overlap with MPS's offering.

Broad incumbents

• Computershare: Computershare is a global transfer agent and stock registration services provider serving public and private issuers. Its transfer-agent and shareholder-record services directly overlap with MPS's à la carte SEC-registered transfer agent offering.
• Donnelley Financial Solutions (DFIN): DFIN provides financial communications, compliance, and transfer-agent services to public and private issuers. Its shareholder communications and reporting solutions overlap with MPS's investor communications module.
• American Stock Transfer & Trust Company (AST): AST is an established transfer agent providing stock transfer, registrar, and corporate trust services to public and private issuers. Its transfer-agent and shareholder-record services directly overlap with MPS's optional add-on.
• Shareworks (Morgan Stanley at Work): Shareworks, now part of Morgan Stanley at Work, is a global equity plan management platform serving public and private issuers. It overlaps with MPS in private-company stock plan and shareholder management for larger enterprises.

Emerging players

• CapShare: CapShare is a cap-table and equity management platform for small and mid-sized private companies. It is an emerging competitor to MPS in the private-company shareholder management space, especially for smaller issuers.

Others

• Kafafian Group: Kafafian Group is a consulting firm specializing in community bank strategy and M&A; its leadership hosts the 'This Month in Banking' podcast where MPS appears. It is an ecosystem partner that influences community-bank buying decisions relevant to MPS's customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/myprivateshares

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about My Private Shares