Value creation for value creators

personal financing solutions for company-builders

 
 
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WE INVEST IN PEOPLE

 

Personal financing for founders, executives and shareholders of venture-backed technology companies

 
Personal Capital for Founders | CA & NYC

founders

PURSUE YOUR PERSONAL ASPIRATIONS

We understand the profound personal sacrifices that come with being a founder or entrepreneur. Our proprietary personal financing solutions are tailor-made for you to leverage the value of your shares today without requiring you to risk your other personal assets. You retain ownership, control and upside.

You shouldn't have to give up the driver’s seat to secure a future for you or your family

Personal Capital for Executives | CA & NYC

EXECUTIVES

MAXIMIZE YOUR UPSIDE

We're dedicated to helping you and your team optimize the value of your sweat equity without risking your personal capital. Exercising your options now provides peace of mind and confidence no matter what your company is destined for. Or perhaps you're doubling down on long-term growth and need to release the pressure valve by facilitating appropriate liquidity for your valued team. Equity incentives can be complex and expensive.

We're here to help you and your team sort it out

Personal Capital for Shareholders | CA & NYC

SHAREHOLDERS

FOCUS ON BUILDING YOUR COMPANY

If you're a significant stock or option holder at a venture-backed tech company, chances are your equity represents a significant portion of your net worth. We're committed to helping you get the most out of it. Our unique personal financing structure allows you to leverage the value of shares you own to take care of life as it happens. And our option exercise financing is a great way to purchase your shares without risking your balance sheet.

Trust us and the many shareholders whom we've worked with, it's a win-win

 

Company-Friendly solutions designed FOR YOU

Thoughtfully crafted with your board and gc in mind

 

STRUCTURED FINANCING

 

Personal financing + stock option exercise financing

Our bread and butter

Ideal for significant life events, starting a new company or purchasing a home. We can also help with exercising stock options to minimize taxes or beat a looming expiration.

 
 

SECONDARY CAPITAL

Selling shares

Mix and match

Our structured financing is generally the preferred alternative to selling shares. But sometimes a measure of pure diversification is advisable, especially if you qualify for QSBS tax benefits.

 
 

PRIMARY CAPITAL

Supplementing your next round

A committed ally

We're a long-term partner who invests heavily in relationships. We support our founders and entrepreneurs throughout their journey and beyond.

 

WE INVEST IN RELATIONSHIPS

This isn't our first rodeo - We've worked with some of the best people in tech

 
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RECENT PRESS

OUR PORTFOLIO COMPANIES MAKING A SPLASH

 
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WE'RE PARTNERS

 
 

A growth stage venture firm with committed investment capital standing by to help outstanding founders and entrepreneurs

 
 
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Founder, Managing Partner

solomon lee

Partner

alli murdoff

Partner

ryan randall

CFO, CCO, Partner

Principal

paramjot singh

Senior Accountant

NATE KATZ

Investor

alex smith

Venture Partner

OGNI GOSWAMI

Investor

 

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MAKING CONNECTIONS WITH COMPANY-BUILDERs IN THE TECH COMMUNITY

 
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access value you’ve created

 
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