We've helped employees from leading companies
Stop waiting for your company to go public
Sell or retain ownership, choose what’s best for you
Secondary Sale
Sell your shares with access to our network of secondary markets, buyers, and other participants.
- Diversify your portfolio
- Get liquidity for a financial need
- Receive help throughout the entire process
Non-recourse Financing
Tailored financing solutions to help you exercise your stock options or get liquidity now.
- Retain ownership and potential future upside
- Avoid the risk of a personal loan
- Manage your taxes efficiently
What our clients are saying
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
We are your liquidity partner
Transparent costs
Registered broker
Personalized service
Here's who you'll work with
Vieje Piauwasdy
Senior director of equity strategy
Natalie Cook
Client & Investor Operations Manager
John Klingler
Senior Manager, Equity StrategyHere's what people are asking
Secfi generates revenue through fees associated with our services:
- Secondaries: 5% transaction fee for brokering the deal and supporting you throughout the process.
- Financing: 5% platform fee, an Advance Rate (similar to interest) , and Equity Share (based on your stock’s exit value). Specific rates depend on your company and stock options.
It depends on several factors, such as your desire to retain share ownership, the availability of a secondaries market for your company shares, company policies on transfers, and whether you need funds to exercise your options. If unsure, our equity strategists can help you decide.
Anyone can submit a request, but we typically work with later-stage companies. Ideally, you hold equity in a company expected to exit within a few years., with $150M+ ARR, and $1B+ valuation. We encourage you to submit a request so our team can review your eligibility.
Help secure your financial future
Discover how Secfi's Wealth Management services can help optimize your financial future. Our team provides personalized financial planning, investment strategies, and ongoing support to help you achieve your long-term financial goals.
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