STOCK LOAN DIRECTA direct lender relationship
built on 18 years
of global execution.
Partner directly with a BVI-regulated direct lender that has funded securities-backed loans across 195+ countries and 80+ exchanges since 2007. No intermediary chain between your referral and the funding decision.
Inquire About a Referral Partnership
Why Partner With Us
The Product Your Clients Receive
Non-recourse, non-title transfer, simple interest only paid quarterly. Borrower's securities remain in a custodian account in their name throughout. No credit check. No personal financial statements. Qualification decision in 24–72 hours.
Eligible Client Profiles
Use Case Context
Liquidity Events That May Trigger a Review
Lock-Up Expiration Approaching
Shareholders nearing the end of a lock-up period may want to explore liquidity options before deciding whether to sell, hold, pledge, or restructure their position.
Escrow Release Dates
Founders, sellers, executives, or investors expecting escrowed shares or proceeds to be released may want to plan liquidity conversations ahead of the release date.
Tender Offer or Secondary Sale Window
Shareholders evaluating a tender offer, private sale, or secondary liquidity window may want to compare borrowing against eligible shares versus selling.
Option Exercise or Tax Planning Window
Executives and employees facing option exercise deadlines, vesting events, or tax obligations may need to evaluate liquidity without immediately liquidating a larger position.
M&A, Earnout, or Transaction Proceeds Timing
Business owners, executives, and investors waiting on acquisition proceeds, earnouts, escrow holdbacks, or settlement milestones may want to plan liquidity around the expected timing.
Concentrated Public Equity Position
Founders, insiders, family offices, and investors with concentrated public-stock exposure may want to explore potential liquidity while maintaining market exposure, subject to eligibility and lender review.
Margin Loan Alternative Review
Borrowers with existing margin loans or brokerage credit lines may want to compare alternative securities-backed loan structures, collateral requirements, documentation, and potential lender terms.
Cross-Border or Global Market Holdings
International shareholders may need a review of exchange, jurisdiction, custody, trading volume, and settlement considerations before a lender can determine whether a position is eligible.
Time-Sensitive Capital Need
Borrowers facing a near-term business, investment, settlement, or personal liquidity need may want an initial eligibility review based on ticker, exchange, share count, custody, and timing.
Pre-Sale Liquidity Planning
Shareholders considering a future sale may want to understand whether eligible shares could support a loan before choosing whether, when, or how much to sell.
Partner or Advisor Referral
Advisors, consultants, brokers, and referral partners may submit an opportunity when a client has eligible public shares and a clear liquidity timeline.
A review usually starts with the ticker, exchange, number of shares, current custody location, country or jurisdiction, approximate market value, target loan amount, and timing.
All scenarios are subject to eligibility, collateral review, jurisdictional considerations, lender underwriting, documentation, and final approval by the lender. We do not offer bridge loans. All pledged shares must be free-trading — fully vested, unrestricted, and not subject to any lock-up, legend, or trading limitation. We are not a lender and do not make credit decisions.
Loan Estimator
See if your position qualifies and explore potential loan structures — no commitment required.
Inquire About a Referral Partnership
We extend referral partnerships by invitation after a brief review. Share your background below and our team will be in touch.