Ideal for executives, senior employees, and investors with concentrated positions. Allows access to liquidity without needing to sell shares, disrupt existing ownership, or startle the market.
Ideal for executives, senior employees, and investors with concentrated positions. Allows access to liquidity without needing to sell shares, disrupt existing ownership, or startle the market.
Company must be publicly traded.
$100M+ Market Cap.
On a single public equity position.
Available per loan.
With extension options.
Interest accrues and is paid at maturity.
Limited only to pledged shares.
Taxes, diversification, real estate, liquidity planning, etc.
