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Ideal for
Option holders and shareholders
Shareholders only
Company approval
No company approval required
Company approval required
Companies supported
4,000+ (810+ served to date)
300 to 400 (450+ served to date)
Share Ownership
Retain full ownership of shares
(give up a % of future share value)
Give up shares sold
Funding stock options
Yes - covers full exercise cost plus estimated tax
No
Offer liquidity solution
Yes, partial - cash for a % of future potential proceeds. Repaid upon a future liquidity event
Yes, full (cash for the full
outfit of the selling shares)
Transaction Timeline
~7 to 14 days once match is found
~6 to 16 weeks
Minimum supported amount
$10K - Exercise cost & Estimated Taxes
$175K
Fees
5% placement fee plus 5% on future profit (if accrued)
5% placement fee
Additional costs
None
Company may require legal and transfer fees. Typically $2,000 to $4,500
Regulated by
FINRA and SEC
FINRA and SEC
Tax liabilities*
Estimated Taxes Covered in funding Amount
Paid by seller
Key advantage
Exercise with $0 out-of-pocket, retain ownership, optional liquidity, potential future gain
Cash out now, no future obligations
Collaborate with our Equity Experts to develop the optimal funding for your situation
Become a shareholder without risking your own capital, get all exercising and tax expenses fully covered
Keep full ownership of your shares to benefit from any of the company's future growth
Only repay if there's a liquidity event. If the company goes bankrupt or never has such an event, then no repayment
Ideal for startup employees wishing to exercise stock options without risking their own capital
Don’t pay out-of-pocket costs
Retain full ownership
No personal recourse*
* No personal recourse as long as no default
Designed for shareholders and/or stock options holders seeking liquidity without selling their shares
Access cash*
No shares transfer require
Potential tax optimization strategy
* Check eligibility
Your information is secure and confidential