Unlock liquidity from
your publicly traded
securities.
Access 40–80% of your portfolio value without selling a single share. Non-recourse, fixed-rate financing with no credit check and no personal guarantee.
Non-Recourse Protection
No personal liability. No personal guarantee. Walk away at any time with no obligation beyond the pledged securities.
24–72 Hour Decisions
Collateral-first evaluation — no credit check, no financial statements. Our funding partner underwrites and issues a qualification decision within 24–72 hours.
Global Coverage
Securities accepted on 80+ major exchanges worldwide. Borrowers across 195+ countries. $1M minimum, no maximum.
Loan Parameters
Simple interest only, paid quarterly. Terms are primarily 5, 7, or 10 years — other structures and terms may be available. All pledged shares must be free-trading. Your pledged shares are held in a custodian account in your name — the custodian acts as a neutral escrow agent protecting you throughout. Once you approve the closing statement, the lender (our funding partner) wires your loan proceeds directly to your personal or business bank account.
Use of Proceeds
Real Estate
Commercial and residential acquisitions without liquidating equity positions.
Acquisitions & M&A
Bridge financing for corporate transactions and business acquisitions.
Portfolio Diversification
Reduce concentrated risk by deploying capital across asset classes.
Working Capital
Business operations, inventory, expansion, and new project funding.
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.
Check Your Eligibility
Complete the form below and our team will respond within one business day.