Exercise and Liquidity Offerings
Learn about our exercise and liquidity offerings for your options and shares.
Get cash by selling your options or shares through our network of buyers.
Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Wealth Management Approach
Learn about our wealth management approach for those with equity.
Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Equity Solutions
Learn about our equity solutions to support and empower your team.
Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.
Asset Management Strategies
Comprehensive overview of Secfi's asset management strategies and services.
Invest in late-stage startups through Secfi's expertly managed diversified fund.
Partner with Secfi for customized funds in late-stage private companies.
Connect and invest in private equity of leading startups via Secfi.
Stock Options
Exercise incentive stock options without paying the alternative minimum tax.
Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
Decide whether to exercise your stock options now or later.
Calculate the costs to exercise your stock options - including taxes.
See what your stock options could be worth.
Confidently negotiate your equity compensation.
Value your pre-IPO stock with private market data.
Find answers, guides, explanatory videos, and more about your equity and finances.
Curated content for employees of the best startups.
Weekly newsletter on what's happening in startups, venture capital, public markets, and more.
Employee Education Sessions and Guides
Equity 101: Basics of Equity Compensation
Different types of stock options and an introduction to equity tax treatment.
Equity 201: Strategizing Your Equity
Deep dive on option exercise scenarios, tax strategies, and planning around an IPO or exit.
Equity 301: Executive-Level Planning
Advanced concepts for large shareholders, including gift and estate tax, trusts and charitable giving.
Milestone Guides
New funding, tender offers, or updated 409A valuations.
Custom education to get ahead of key moments that trigger employee questions around their equity.
HR Guides
Employee offer, onboarding, and off-boarding.
Downloadable equity resources to share with employees at offer, during onboarding, and when leaving the company.
Equity Planning Tools
Proprietary equity planning tools.
Access to a set of tools to calculate total exercise costs, see detailed tax reports, and understand how much your options could be worth.
Personalized Advice
Introductory Assessment with a Financial Advisor
Answers specific questions about options, tax consequences, and helps with personalized financial planning.
Management Advisory
Custom consultation for complicated equity scenarios impacting the company, including qualifying for 83(i) elections, managing blackout periods, required filings, employee communication plans, and more.
Financing
Exercise Financing
Non-recourse financing helps employees exercise stock options early to unlock tax savings.
Liquidity Financing
Liquidity financing allows current shareholders to get liquidity now without selling shares.
Did You Know?
Exercising costs can often be out of reach for employees.
Non-recourse financing covers exercise costs so employees can own their shares without selling.
You Probably Have Questions About Your Stock Options
We can help. Find answers, guides, explanatory videos, and more.
Reach Out
- Employees retain full ownership of shares
- No change to capitalization table
- No need to pay back until an exit.