FINANCING OPTIONS BUILT FOR YOU

Thoughtfully crafted with your GC and board in mind.

STRUCTURED FINANCING

Personal financing + stock option exercise financing

Our Bread and Butter

Ideal for significant life events, starting a new company or finally purchasing a home. We can help with exercising stock option grants to optimize taxes or to beat a looming expiration.

SECONDARY CAPITAL

Selling shares

Mix and Match

Our structured financing is generally the preferred alternative to selling shares. But occasionally some pure diversification is advisable, especially if you qualify for QSBS tax benefits.

PRIMARY CAPITAL

Supplementing your next round

A Committed Companion

We're a long-term partner who invests heavily in relationships. We support our founders and entrepreneurs throughout their entire journey and beyond.