One size does not fit all.
A variety of capital strategies and structures for both
your company and personal balance sheets.
your company and personal balance sheets.
Investment
Structures
We’re organized and operate like any venture firm you know. Primarily, we buy common stock from your team. Occasionally, we purchase preferred stock from your company. We work by invitation only of management and the blessing of the board.
PREFERRED FINANCINGS
For when your company needs to accelerate its growth. The timing and dollar amounts are unpredictable. What you can be certain of is the insatiable financial appetite of your business that is hyperscaling from product-market fit to go-to-market fit, to insane employee hiring to new product development to the eve of your IPO. The beast needs to be constantly fed or risk having the metrics curves take a turn in the wrong direction.
EMPLOYEE LIQUIDITY
For when you and your team need to pay for life’s needs. Having started at the company when everyone was single, living dorm-style, and surviving on pizza, many of you now have heavy financial obligations. Yet, you’re subsisting on a start-up salary and possess illiquid paper wealth. Plus, an infusion of patience is needed as the FAANGs try to poach your best people while corporate development attempts to woo you into an acquisition.
INVESTOR LIQUIDITY
For when your earliest financial supporters need to show investment returns. Family, friends, incubators, angels, and pre-seed funds believed in you when others said you were crazy. They’re not looking to exit your journey. It’s just that your private company has already helped them achieve their investment goals. Just like your employees, they seek a portion of proceeds for use in other areas of their life or investing entities.
PREFERRED FINANCINGS
For when your company needs to accelerate its growth. The timing and dollar amounts are unpredictable. What you can be certain of is the insatiable financial appetite of your business that is hyperscaling from product-market fit to go-to-market fit, to insane employee hiring to new product development to the eve of your IPO. The beast needs to be constantly fed or risk having the metrics curves take a turn in the wrong direction.
EMPLOYEE LIQUIDITY
For when you and your team need to pay for life’s needs. Having started at the company when everyone was single, living dorm style and surviving on pizza, many now have obligations but subsist on a start-up salary and possess illiquid paper wealth. Plus, the FAANGs try to poach your best people while corporate development attempts to woo you into an acquisition.
INVESTOR LIQUIDITY
For when your earliest financial supporters need to show investment returns. Family, friends, incubators, angels, and pre-seed funds believed in you when others said you were crazy. They’re not looking to exit your company’s journey, have your private company has helped them achieve their investment goals. Just like your employees, they seek proceeds for use in other areas of their life or firms.
Liquidity
Use Cases
Conversations with a founder or an executive have been triggered by innumerable personal circumstances. But they center on either alleviating an executive’s distraction away from your company or a deep desire to retain your best people.
Life’s needs
Solve for an urgent family expense or feather the nest
for an unforeseen need
for an unforeseen need
Qualified Small Business Stock
Realize $10M of tax-free gains for team members who’ve owned their stock for more than 5 years
Long-Term
Capital Gains
Start the clock ticking for Section 16 officers so they can weather 2+ years of post-IPO lock-up
Acquisition Overtures
Get management to hang-up
the phone on a public company's matrimonial entreaties
the phone on a public company's matrimonial entreaties
Employee Poaching
Get employees to hang-up
the phone on head hunters
wooing with their largesse
the phone on head hunters
wooing with their largesse
Leaking Shares
Stop common shares from mysteriously appearing
on brokerage websites
on brokerage websites