A Quicker Simpler Smarter Path to Liquidity
Make your equity work for you
How It Works
We do the work, you reap the benefits
Liquid Stock is a leading partner for private company equity holders seeking liquidity and option-exercise solutions.
We help you evaluate your capital goals, guide you and your advisors through your equity options, and build innovative solutions designed to meet your needs.
When you win, we win
Our reputation has been built on a liquidity solution that allows private company option holders and shareholders to benefit from the future upside of their equity.
• Get cash / Access liquidity quickly
• Maintain ownership and upside
• Optimize your taxes
We’re pioneers in the space
Led by team members with over 20 years of venture investing experience, our trusted team of experts works to provide a better way to maximize your wealth before an exit event.
Problems We Solve
Your journey towards financial freedom
You’ve worked hard for your equity – why wait to use it? We give you cash that might be tied up in private company shares, or options.
People are thinking about new opportunities – but might feel tethered to their companies because they don’t want to leave stock options on the table. With the Liquid Stock solution, you don’t have to.
Many private company employees hold stock options but don’t fully understand what they are, how they work, and what they can do with them. We help you better understand the value of your equity by educating you and your advisors about our liquidity solutions.
Employees are more engaged when they’re working for a share of their companies’ success. We provide insights into the benefits of stock options and how to successfully implement this program into a larger retention strategy.
Not sure how to capitalize on your stock options or shares?
We can help. Our team can walk you and your advisors through your options with Liquid Stock in a way that is easy to comprehend. Reach out to learn more about our solutions to maximize your equity potential.
We’ve been through it.
We know the way.
Learn about our history by clicking and dragging through the years.
1960sThough introduced as a concept in the early 1800s, stock options grew substantially in popularity in the mid-1900s. In the 1960s, stock options continued to be the most used form of long-term equity incentive. In addition to stock options, public corporations began to use restricted stock awards, another form of long-term equity subject to vesting.1
1971The term “Silicon Valley” was first coined by a journalist2. This name was adopted because of the “region's association with the silicon transistor, which is used in all modern microprocessors.”3 It refers to the hub of tech companies, including Apple, Meta, Cisco, and other major companies like Visa.
1980Apple went public at $22.00 per share. “More than 40 out of 1,000 Apple employees become instant millionaires. As Apple’s biggest shareholder, 25-year-old Steve Jobs ends the day with a net worth of $217 million.”4
1999Robert Pitti, one of Liquid Stock’s founding partners, saw the potential in private company stock options. At the time he was at Thomas Weisel Partners, a prominent growth-oriented investment bank. He formed the first fund of its kind to help employees exercise their private company stock options.
2002For the first time since the Dot Com Bubble Collapse, two renowned tech companies in Silicon Valley successfully broke the ice with their IPOs: PayPal and Google.5
2012Facebook went public at $38.00 per share. “At an estimated $23 billion, the 3,000-odd Facebook employees [stood] to collect an average of more than $7 million each.”6
2014A new transaction structure was created by Robert Pitti allowing option exercise and private share liquidity transactions to be moved away from a traditional loan structure.
2017Robert Pitti and Greg Martin, two of Liquid Stock’s founding partners, closed an $80 million private share liquidity transaction with a shareholder of a US-based on-demand transportation startup, a company that would go on to IPO.
2018Liquid Stock was founded by Robert Pitti, Greg Martin, and Jeff Le Sage.
2022Liquid Stock exceeds $300 million in AUM.
Insights & Knowledge
Understand your stock options or shares
Let’s face it, your private company stock options or shareholder agreements can be dense. Our team answers common questions and provides expert insights to demystify this complex financial landscape in our blog.
How to Think About Changes to Your Company’s 409A Valuation
In a recent blog, we dove into what exactly a Rule 701 disclosure is, and how it can help startup employees evaluate the value of
Demystifying Private Stock Liquidity: Exploring and Completing a Liquidity Transaction
In today’s economic climate, more private company employees may turn to liquidity providers to help generate cash and maximize their net worth. And as a
Understanding The Value of Your Private Company Equity: Rule 701 and Why It Matters
Many startup employees are unfamiliar with Rule 701 of the Securities Act. But if you’re a private company employee holding equity compensation, it should be
Are you ready to get started?
Take ownership of your stock options or shares today.