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:
- For secondary sales, we charge a 5% transaction fee for brokering the deal and supporting you throughout the process.
- For financing, we have a 5% platform fee, an Advance Fee (which resembles interest, compounds quarterly, and is added to the repayment amount during settlement), and an Equity Fee (calculated as a portion of the value of your shares upon exit). The specific rates depend on your company and stock options.
Choosing between Financing and Secondaries depends on several factors, such as your desire to retain ownership of your shares, the availability of an active secondaries market for your company, your company's policies on ownership transfer, and whether you need funds to cover the exercise cost of your options. If you're unsure, our equity strategists can help you evaluate your options and make an informed decision.
While anyone can submit a request for financing or secondary sales, we typically work with later-stage companies. Ideally, you have equity in a company expecting an exit in the next few years, with annual recurring revenue (ARR) of $150 million or more, and a valuation well over $1 billion. We encourage you to create a request for Secfi Financing or Secfi Secondaries. Our team will review your request and let you know if we’re able to move forward.
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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