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
Liquidity
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.
Career Mobility
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.
Education
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.
Employee Engagement
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.
Our History
We’ve been through it.
We know the way.
Learn about our history by clicking and dragging through the years.
1960s
Though 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.11 Source
1971
The 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.2 Source
3 Source
1980
Apple 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.”44 Source
1999
Robert 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.2002
For 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.55 Source
2012
Facebook 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.”66 Source
2014
A 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.2017
Robert 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.2018
Liquid Stock was founded by Robert Pitti, Greg Martin, and Jeff Le Sage.2022
Liquid 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.

Exploring Equity Grants: Delving into OpenAI’s Profit Participation Units (PPUs) and Beyond
Recently, there has been a surge of interest surrounding OpenAI’s viral employee compensation packages. These packages notably incorporate equity grants known as profit participation units

Navigating Tech M&A in a Shifting Landscape
The M&A landscape of 2023 has proven challenging to date. Despite clocking in at $1.3 trillion year-to-date, global M&A remains 38% lower than the same

Cava’s IPO and the Future of the IPO Market: Navigating Optimism and Uncertainties
In January of this year, we sat down with Liquid Stock’s Founding Partner, Greg Martin, to get his thoughts on what the 2023 IPO market