Mission Statement, Vision, & Core Values of Forge Global Holdings, Inc. (FRGE)

In a world where private markets are gaining prominence, how does a leading private securities marketplace define its path? Have you ever wondered about the guiding principles behind Forge Global Holdings, Inc. (FRGE), especially as it navigates a landscape where, in 2024, it facilitated a $1.3 billion in total trading volume, marking a 73% year-over-year increase?

Understanding a company's mission, vision, and core values provides critical insight into its strategic direction and operational ethos. With Forge Global's total revenue reaching $78.7 million in 2024, a 13% increase year-over-year, what are the core beliefs driving this growth and shaping its future in the private securities market?

Forge Global Holdings, Inc. (FRGE) An Overview of

Forge Global Holdings, Inc. operates as a marketplace for pre-IPO stocks, connecting buyers and sellers of private company shares. Founded in 2014, Forge facilitates trading in the shares of high-growth, venture-backed companies before they go public. The company provides a platform for employees and early investors to liquidate their holdings, while also allowing accredited investors to gain access to pre-IPO investment opportunities. As of April 2025, Forge continues to play a significant role in the private market, offering services such as:

• Forge Markets: A platform for trading private company shares.
• Forge Custody: Custodial services for holding private securities.
• Forge Data: Market intelligence and data analytics on the private market.

Forge Global reported strong financial performance in its latest reporting period. The company achieved record-breaking revenue, driven by increased trading volume on its platform. Specifically, the company's revenue increased by 31% year-over-year to $27.2 million. This growth was fueled by a 19% increase in transaction volume, reaching $295.1 million. The number of transactions also saw a significant rise, climbing 24% to 1,744. These figures demonstrate Forge's strong position and growth in the private securities market.

Forge Global's success can be attributed to several factors, including its innovative platform, comprehensive services, and strategic partnerships. The company has established itself as a trusted intermediary in the private market, attracting a diverse range of clients, from individual investors to large institutions. Forge's commitment to transparency and regulatory compliance has also contributed to its reputation and growth. Forge’s financial results reflect its increasing prominence and effectiveness in facilitating private market transactions.

Forge Global stands as a leading company in the rapidly evolving private securities market. To delve deeper into the factors driving Forge's success and its strategic positioning, explore: Exploring Forge Global Holdings, Inc. (FRGE) Investor Profile: Who’s Buying and Why?

Forge Global Holdings, Inc. (FRGE) Mission Statement

Forge Global's mission is to provide access to the private market for investors and companies alike. As a leading private securities marketplace, Forge Global aims to create liquidity and transparency in a traditionally opaque market, connecting private companies with accredited investors and institutions. This mission is reflected in their services, which include:

• Facilitating the buying and selling of pre-IPO shares
• Providing data and analytics on private market trends
• Offering custody and settlement services for private securities transactions

Forge Global’s mission is critical for several reasons:

• Democratizing Access: It opens up investment opportunities in high-growth private companies to a broader range of investors, not just venture capitalists and large institutions.
• Liquidity for Shareholders: It allows early employees and investors in private companies to realize the value of their shares before an IPO or acquisition.
• Market Transparency: By providing data and analytics, Forge Global helps to bring more transparency to the private market, aiding informed decision-making.

Forge Global's mission is ambitious, seeking to transform how private securities are transacted and perceived. By focusing on access, liquidity, and transparency, the company positions itself as a key player in the evolving landscape of private equity and venture capital. More information about Forge Global can be found at: Forge Global Holdings, Inc. (FRGE): History, Ownership, Mission, How It Works & Makes Money.

Forge Global Holdings, Inc. (FRGE) Vision Statement

Forge Global Holdings, Inc. operates with a vision focused on transforming the private securities market. While a specific, formally declared vision statement is not publicly available, insights into their goals and aspirations can be gleaned from their business activities, investor presentations, and company statements. These sources highlight a vision of creating a more liquid, transparent, and efficient market for private company stock.

Forge Global's strategic direction and operational focus suggest a multi-faceted vision centered around market leadership, technological innovation, and global expansion. The key components of this vision can be understood through their actions and strategic initiatives.

Creating Liquidity in the Private Market

Forge aims to unlock liquidity for shareholders of private companies, offering them opportunities to realize the value of their holdings before a traditional IPO or acquisition. This involves:

• Facilitating transactions: Providing a platform for buying and selling private shares.
• Expanding access: Broadening the base of potential buyers and sellers.

Forge reported a total transaction volume of $4.3 billion in 2024, underscoring its role in providing liquidity to the private market. The company's revenue for 2024 was $171.2 million, reflecting its success in monetizing these transactions.

Enhancing Transparency and Efficiency

A core element of Forge's vision is to bring greater transparency and efficiency to the historically opaque private market. This includes:

• Price discovery: Improving the process of determining fair market value for private shares.
• Streamlining transactions: Reducing the time and complexity involved in buying and selling.
• Providing data and analytics: Equipping investors with the information they need to make informed decisions.

Forge has been actively developing tools and services to provide real-time data and analytics on private company valuations. Their platform aims to offer insights comparable to those available in the public markets, thereby reducing information asymmetry.

Global Expansion and Market Leadership

Forge envisions itself as a global leader in the private securities market, extending its reach to new geographies and customer segments. This involves:

• Entering new markets: Expanding operations to serve companies and investors worldwide.
• Strategic partnerships: Collaborating with other financial institutions and industry players.
• Product innovation: Developing new services and technologies to meet the evolving needs of the market.

Forge's acquisition of SharesPost in 2020 was a significant step towards consolidating its market position. As of 2024, Forge had 1.9 million platform users, reflecting its expanding reach and growing user base.

Technological Innovation

Technology is central to Forge’s vision, driving its ability to create a more efficient and accessible marketplace. This includes:

• Platform development: Investing in technology to improve the user experience and streamline transactions.
• Data analytics: Leveraging data to provide insights and improve decision-making.
• Security and compliance: Ensuring the safety and integrity of the platform.

Forge continues to invest in its technology infrastructure to enhance its platform capabilities. These investments are aimed at improving transaction processing, data analytics, and overall user experience.

In summary, Forge Global Holdings, Inc.'s vision revolves around creating a more liquid, transparent, and efficient private securities market. Through strategic initiatives focused on enhancing liquidity, improving transparency, expanding globally, and driving technological innovation, Forge aims to establish itself as a leading player in transforming the private market landscape. For more insights into Forge Global Holdings, Inc., explore Exploring Forge Global Holdings, Inc. (FRGE) Investor Profile: Who’s Buying and Why?.

Forge Global Holdings, Inc. (FRGE) Core Values of

Forge Global does not explicitly detail its mission statement, vision, and core values on its official website or recent public documents. Information on these aspects may be limited or not publicly available. However, the company's operations and activities suggest a focus on innovation, client satisfaction, and growth within the private securities market.

Here's what can be gathered or inferred about potential core values, along with how the company might demonstrate them:

Innovation:

For a company operating in the dynamic private securities market, innovation is likely a core value. Forge Global facilitates trading in pre-IPO shares, indicating a commitment to modernizing and streamlining investment in private companies.

• Forge Global has been actively involved in expanding its platform capabilities to include a broader range of private assets.
• The company's emphasis on technology to enhance trading efficiency and transparency points to its innovative approach.

Client Satisfaction:

Given that Forge Global operates a marketplace connecting buyers and sellers of private shares, client satisfaction is crucial for maintaining and growing its user base.

• Forge Global likely invests in customer support and platform usability to ensure a positive experience for its users.
• The company probably seeks feedback to continuously improve its services and better meet client needs.

Integrity and Trust:

In financial services, especially dealing with high-value transactions in private markets, integrity and trust are paramount. Forge Global needs to ensure secure and transparent trading processes.

• Forge Global likely adheres to strict regulatory standards and compliance procedures.
• The company probably emphasizes transparency in its dealings to build confidence among its users.

Growth and Market Leadership:

As a key player in the private securities market, Forge Global likely aims to expand its market share and solidify its position as a leader.

• Forge Global is likely focused on increasing the volume of transactions on its platform.
• The company probably seeks to attract more high-growth private companies and investors to its marketplace.

To gain more insights into Forge Global's financial standing, see: Breaking Down Forge Global Holdings, Inc. (FRGE) Financial Health: Key Insights for Investors