Our team
Here's who you'll work with
Vieje Piauwasdy
Senior Director
Natalie Cook
Senior Manager
John Klingler
Senior Manager
Stephanie C. Johnson-Fuentes
Manager
We provide cash to exercise your vested options early. You retain full ownership and participate in any future upside — including at a tender, IPO, or acquisition.
Exercising ahead of a tender allows you to convert what would otherwise be ordinary income at sale into long-term capital gains — potentially meaningfully increasing net proceeds.
You retain ownership of your shares and participation in the upside — without putting your savings on the line.
See if we're a fit
1-2 daysNo two equity situations are alike. Your intro call is where we get to know yours, and figure out how we can help.
Exercise with financing
7 daysSecfi can fund your exercise cost and tax bill upfront. You own your shares and start the clock on the long-term capital gains.
Explore your options
After 1 yearWhether that's a tender offer or secondary market, you may be eligible for long-term capital gains rates.
Or wait for an exit
Upon exitWaiting for an exit is also an option, depending on your situation and goals.
Get the funds to exercise your options, including taxes
Get liquidity for discretionary spending
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.