How Secfi Financing works
We provide ways to help startup employees exercise their stock options or get immediate liquidity from their shares.
As easy as
1
Sign in and request financing
Create your Secfi account and add your equity details. We'll review your request. If approved, we'll send you a financing proposal for a cash advance, a loan, or both.
2
Review and accept your proposal
Your personal equity proposal includes all details up front, like applicable rates and fees, your potential gains, and your repayment schedule.
3
Sign contracts and receive financing
You receive cash to use for liquidity or to exercise your stock options - including related taxes and fees.
Our team of Equity Strategists have worked with thousands of startup employees and equity structures of all kinds.
Planning
If nothing else -- we want you to understand your stock options, and prepare a solid plan for your equity.
Privacy
When it comes to your financial future, security is paramount. Secfi Securities, LLC and its representatives are registered under our broker-dealer license and regulated by Financial Industry Regulatory Authority (FINRA).
Preparation
No surprises here. Our Equity Strategists walk you through your custom financing or loan proposal — including Secfi’s rates and fees — and what each fee means, so you can make confident, well-informed decisions about your equity.
Get cash by selling your private stock
We help you sell your private startup stock through our network of secondary markets, partners, and buyers.
Important Considerations
As with any investment, you should consider the benefits and risk factors before investing.
We work hard to provide a great experience for our customers, but it's important to remember that our solutions do not come with guarantees of expected returns.
Our solutions are tailored to your specific needs and financial situation, and no two experiences may be the same.
