WE INVEST IN PEOPLE
Personal financing for founders, executives and shareholders of venture-backed technology companies
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
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
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
RECENT PRESS
OUR PORTFOLIO COMPANIES MAKING A SPLASH
WE'RE PARTNERS
A growth stage venture firm with committed investment capital standing by to help outstanding founders and entrepreneurs
Founder, Managing Partner
Palo Alto
Co-Founder, Partner
Palo Alto
Partner
New York
Partner
Palo Alto
Ryan Randall, CFA
CFO, CCO & Partner
Palo Alto
Alex Smith
Venture Partner
Palo Alto
Investor
Palo Alto
Investor
Palo Alto
Investor
New York
PARamjot singh
Senior Accountant
Palo Alto
section events
MAKING CONNECTIONS WITH COMPANY-BUILDERs IN THE TECH COMMUNITY
SNAPSHOTS FROM Our RECENT events
access value you’ve created
