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Funding Process Overview

  • Sign a mutual NDA with us to protect the confidentiality of the information you provide us.
  • Send back the items in our info request list, which includes a precise summary of all your option grants and current vesting schedules.
  • We will schedule a series of emails or calls with you where we assess the health and viability of your company as well as the details specific to your particular situation. Most of this work will be done by us using public sources of information.
  • You must pass a background check in order to get funding from us. Since your stock will stay titled in your name and will not be pledged as a security, your personal financial standing and credit worthiness is used instead. It is imperative that you be free from litigation, bankruptcy, criminal history, and pass the minimum financial requirements.
  • You will receive a proposal from us via email.
  • If our offer is accepted, you get a formal contract to review that reflects our financial agreement.
  • You will schedule a closing here at our office where you will sign the contract under notary. We will review all the details with you one final time before you sign. If you live outside of the Bay Area, we can discuss other arrangements for the closing.
  • In most cases, a separate check to cover your estimated tax needs will be given after you return with evidence that you exercised your options and now own shares.
  • The process can take as little as 24 hours, but typically takes 1-3 weeks when there is not an urgent time constraint.
  • Our service lets you capture the upside in your stock options without having to risk your own funds. The money you didn't have to invest becomes free leverage.

    This innovative service promotes and enables a healthier relationship between companies and employees. I my opinion it's valuable to employees and great for the overall tech environment and economy. It is good for nobody when employees feel trapped because they can't afford to leave. In less extreme cases exercising can be expensive and somewhat risky and this is simply a good smart hedge and a good square deal. Brilliant!

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