Introducing Maeve. AI built for your equity.

Try it now
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started

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Secfi Liquidity

How to choose your equity financing provider

What makes Secfi different and why employees keep choosing us.

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We've helped employees from leading companies
DIG INTO THE DETAILS

How Secfi compares with EquityBee and ESO Fund

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Secfi
EquityBee
ESO Fund
Who funds your financing?
Secfi's own balance sheet
Outside investor pool, your options depend on third-parties appetite
Not publicly disclosed
What is the fee structure?
Fees are disclosed upfront before signing: platform fee, advance rate, and equity shares
Fees: 5% placement + 5% appreciation, plus interest and variable equity share
At exit: repay principal plus the agreed equity percentage
Who will you work with?
An equity strategist assigned to you from day one
General support
An ESO partner
How long to get a real proposal?
Up to 7 days
Offer depends on investor interest, timeline is not published
3-10 days
How is your proposal built?
Custom model for your company and timeline, with exit scenarios and tax considerations
Offers and terms depend on investor interest, not in your control
Tailored to your company and grants; limited detail on scenario modeling or tax planning
Planning beyond financing
Secfi Wealth offers fiduciary tax, portfolio and long-term planning
Regulatory standing
Member of FINRA/SIPC, and SEC-registered broker dealer
Member of FINRA/SIPC

Most providers stop at financing, Secfi doesn't

Secondary sales

If selling some shares makes more sense than financing, Secfi connects you with trusted buyers and helps you navigate the process

Wealth planning beyond the exit

Tax strategy, concentrated-position risk, and IPO lockup planning from advisors who are specialized in private company equity

Equity planning powered by AI

Maeve runs the numbers on your grants and helps you model scenarios to make sure you understand your options before you commit to anything

Get started

Why employees trust Secfi with their equity

55

K

startup employees trust us for equity planning*

$90

B

worth of equity registered on the platform*

$790

M

provided to startup employees*

Why employees choose Secfi over a marketplace

Dedicated equity strategist

An specialist who takes the time to understand your situation and stays with you every step of the way.

Secfi funds every client from its own capital

We use our own capital, so your financing doesn’t depend on third parties.

Transparent fees

Every fee is disclosed upfront, so there are no surprises after signing.

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They chose Secfi for their financing

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.

OUR TEAM

Here's who you'll work with

Vieje - Senior Director, Secfi Liquidity

Vieje Piauwasdy

Senior Director
John Klingler

John Klingler

Director
Stephanie - Manager, Secfi Liquidity

Stephanie C. Johnson-Fuentes

Manager
Mary - Senior Associate

Mary O’Reilly

Senior Associate

Submit your interest in less than a minute

  • Check your company’s eligibility
  • Discover if we’re the right fit for you
  • Rest assured: Your request is confidential
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