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Unlock the value of your equity

We understand the challenges you’re facing to meet your financial goals. And now you can get liquidity for your stock options before an IPO or exit.

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Provide for your family

Provide for your family

Buy a home

Buy a home

Retire comfortably

Retire comfortably

Travel

Travel

Buy an investment property

Buy an investment property

Take a break from working

Take a break from working

Make a big purchase

Make a big purchase

Our product offerings

Your equity, your way - Choose your path

Secondary Sale

Sell your share with access to our exclusive network of secondary markets, buyers, and other participants.

  • Diversify your portfolio
  • Get liquidity for a financial need
  • Help throughout the entire process
Learn more

Non-recourse Financing

Tailored financing solutions to help you exercise your stock options or get liquidity now

  • Retain ownership and future upside
  • Avoid the risk of a personal loan
  • Manage your taxes efficiently
Learn more

Compare and choose confidently

Secondary SaleNon-recourse Financing
Covers the cost to exercise
Provides liquidity
Retain share ownership
Enables portfolio diversification
Who is covering exercise or liquidity
Employee
Secfi
Cost
5% of transaction value
5% platform fee

Secondary Sale
Covers the cost to exercise
Provides liquidity
Retain share ownership
Enables portfolio diversification
Who is covering exercise or liquidity
Cost
Non-recourse Financing
Covers the cost to exercise
Provides liquidity
Retain share ownership
Enables portfolio diversification
Who is covering exercise or liquidity
Cost
Our client promise

Your partner in success

Testimonials

What our clients say

I knew if I made the right decisions about my stock options, it meant building wealth for me and my family... but it meant putting in money somewhere that I wasn’t going to see a return for, potentially a long time. And so that non-recourse financing option was really important.
Amanda
Early HR employee at a high growth, pre-IPO startup
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
I knew if I made the right decisions about my stock options, it meant building wealth for me and my family... but it meant putting in money somewhere that I wasn’t going to see a return for, potentially a long time. And so that non-recourse financing option was really important.
Amanda
Early HR employee at a high growth, pre-IPO startup
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
I knew if I made the right decisions about my stock options, it meant building wealth for me and my family... but it meant putting in money somewhere that I wasn’t going to see a return for, potentially a long time. And so that non-recourse financing option was really important.
Amanda
Early HR employee at a high growth, pre-IPO startup
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
I knew if I made the right decisions about my stock options, it meant building wealth for me and my family... but it meant putting in money somewhere that I wasn’t going to see a return for, potentially a long time. And so that non-recourse financing option was really important.
Amanda
Early HR employee at a high growth, pre-IPO startup
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs

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'll help you choose what's right for you.

  • Sign up to add your equity details
  • Request financing
  • Review your situation and proposal with an Equity Strategist