The company that cares about you before you're wealthy.


It's crazy, we know.


Our products help you get the most out of your equity.

Option Tax Planning

Understand your taxes and create your optimal option exercise plan

Option Exercise Financing

Keep your savings by financing your option exercise

Shareholder Loans

Obtain financing against your private company stock without selling shares

Trust and Estate Planning

Manage your equity and enjoy gift and estate tax benefits

Coming soon...

Option exercise financing


We pay for your option exercise and taxes, so you don’t have to.

Deal with deadlines

Our financing helps you exercise your options in time so your equity does not expire.

Don't risk your savings

Avoid having all your wealth locked up in one company and keep your savings for what matters to you.

Reduce taxes

Exercising your options establishes your basis for long-term capital gains and can save you up to 35% in taxes.

Early exercise benefit calculator.

Based on NSOs with a hypothetical equity value of

$400,000
Results assume a single household in California with a salary of$120,000
0

Discover how much you can save on taxes.

Save up to

0%*

in taxes

*Results are indicative

Founder and shareholder financing


Financial flexibility, without selling shares.

No transfer of shares required

Our financing does not result in a disposition, meaning you keep your voting rights and do not trigger the Right of First Refusal (ROFR) process.

Defer your tax liabilities

Unlike selling, our financing defers capital gains taxes until exit and lets you keep your Qualified Small Business Stock (QSBS) tax treatment.

Keep your upside

Financing against your shares lets you keep the upside compared to selling on the secondary market.

Quick quote.

Discover how much financing you can receive against your shares.

Here's what we can do for you.

Without selling your shares.

$NaN
$NaN
$NaN
$NaN
$NaN
$NaN
$NaN
Equity value
$NaN
$NaN
Receive today
Results are indicative

Equity University

How much are my options worth?
How can exercising early help me save taxes?
How can I benefit from Qualified Small Business Stock?
What is the difference between NSOs and ISOs?
How does the Alternative Minimum Tax work?
Have more questions? Contact us

We're here to help.

Your browser is out-of-date!

Update your browser to view this website correctly. Update my browser now