Meet Liquid Stock
We are a fully independent, institutionally backed investment firm providing liquidity to employees and shareholders of late stage private companies.
At Liquid Stock we work to empower people and the companies they built with the freedom of liquidity to maximize the full potential of their equity. The people we work with are unique and create tremendous value through their hard work and dedication – they deserve the ability to access that value and achieve new goals or dreams.
How We Help You
Helping you and your advisors better understand the value of your equity by educating you about your liquidity opportunities.
Collaboratively building tailored solutions based on your unique situation and guiding you and your advisors through the full process.
We believe you’ve earned your equity, you own it, and you should be free to decide how to use it. We provide the tools and resources you need to be able to optimize to get the most out of your equity.
Creating simplified, stress-free solutions for even the most complex situations.
Fair and Transparent
Upholding a model built on fairness and total transparency.
Meet Our Leadership Team
Our team brings diverse expertise in venture capital, wealth management, corporate transaction law, and structured finance. We understand the challenges of navigating option exercise and share liquidity.
Jeffrey Le Sage
Vice President, Legal
See How You Can Increase Your Net Worth
Try our Option Exercise Calculator today to see how we can help you take control of your equity.
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.
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.
Are you ready to get started?
Take ownership of your stock options or shares today.