We've helped employees from leading ocmpanies
Own your options, on your terms
Exercise without selling your stock
You retain full ownership of your shares, no matter what, so you can take advantage of potential upswings in value.
On a deadline? We’ve got you covered
We can review requests and provide financing in as few as three days, if approved.
Personalized equity planning
Our team of equity strategists specializes in factoring equity into your broader financial goals.
What our clients are saying
Designed to help limit your personal risk
Compatible with company restrictions
We have worked with most of the late stage private companies out there.
No personal recourse. No personal assets on the line
You only owe the amount financed plus a fee when your company goes public or gets acquired.
No repayment until liquidation event
You don’t pay anything until your company goes public or gets acquired. If they don’t, you don't pay it back. Really.
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
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.
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.
Not exactly. We provide non-recourse financing. The major difference is that your stock options are the only collateral, so none of your personal assets are at risk and you don’t need to pay it back unless your company exits.
While we hope this isn’t the case, it does happen. If it does, you don’t have to pay anything back. Seriously.
Secfi does not take control or ownership of the shares at any point in the agreement. You will remain the sole owner and beneficiary of the shares at all times.
Do you already own your shares? We’ve got you covered.
Our Liquidity Financing allows you to get cash for your pre-IPO shares without selling.
Learn more