Startup Stock Options & Liquidity Programs for Option Holders

You’ve Helped the Company Build Tremendous Value.

You deserve to maximize the value of your equity. The sooner you exercise your stock options, the more you can benefit in tax savings. Turning options into shares also gives you the freedom to pursue other career opportunities down the road. But selling your shares in order to pay for the options exercise makes you give up hard-earned value. There’s a better way.

Know Your Options. Not All Liquidity Solutions Are Created Equal.

Before you exercise your options, ask tough questions. Getting this wrong has consequences.

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	OTHER SOLUTIONS
No Personal Risk	Personal Assets at Risk. Signing a personal guarantee for the capital puts your assets at risk.	Liquidity Without the Risk. Non-recourse agreement. No personal guarantee.
No Term Risk	Fixed term risk. What happens at the end of term and your company is still private? You’re on the hook.	No term. Our structure is not attached to a date, it’s attached to a liquidity event. You only pay when you get liquidity.
No Interest Payments	Pay interest along the way. You incur an immediate payment obligation.	No interest payments until IPO. We don’t get paid until you get paid.
Play by the rules	Gray zones. Solutions that ignore company policy do not have your best interest in mind.	Company-friendly. Liquid is fully independent, institutionally-backed, and complies with company policy.
Maintain Ownership	Lose control. Moving shares to a trust or signing away ownership is painful.	Maintain ownership. The shares belong to you. Period.
No Delay	Uncertainty and delay. Initial decisions can take weeks; outside approval can take months. Raising capital can take even longer.	Deal directly with decision-makers. We manage a dedicated pool of capital. Once we agree to work together, there’s no delay.

OTHER SOLUTIONS
Personal Assets at Risk. Signing a personal guarantee for the capital puts your assets at risk.	Liquidity Without the Risk. Non-recourse agreement. No personal guarantee.
Fixed term risk. What happens at the end of term and your company is still private? You’re on the hook.	No term. Our structure is not attached to a date, it’s attached to a liquidity event. You only pay when you get liquidity.
Pay interest along the way. You incur an immediate payment obligation.	No interest payments until IPO. We don’t get paid until you get paid.
Gray zones. Solutions that ignore company policy do not have your best interest in mind.	Company-friendly. Liquid is fully independent, institutionally-backed, and complies with company policy.
Lose control. Moving shares to a trust or signing away ownership is painful.	Maintain ownership. The shares belong to you. Period.
Uncertainty and delay. Initial decisions can take weeks; outside approval can take months. Raising capital can take even longer.	Deal directly with decision-makers. We manage a dedicated pool of capital. Once we agree to work together, there’s no delay.

OTHER SOLUTIONS

Personal Assets at Risk.

Signing a personal guarantee for the capital puts your assets at risk.

Liquidity Without the Risk.

Non-recourse agreement. No personal guarantee.

Fixed term risk.

What happens at the end of term and your company is still private? You’re on the hook.

No term.

Our structure is not attached to a date, it’s attached to a liquidity event. You only pay when you get liquidity.

Pay interest along the way.

You incur an immediate payment obligation.

No interest payments until IPO.

We don’t get paid until you get paid.

Gray zones.

Solutions that ignore company policy do not have your best interest in mind.

Company-friendly.

Liquid is fully independent, institutionally-backed, and complies with company policy.

Lose control.

Moving shares to a trust or signing away ownership is painful.

Maintain ownership.

The shares belong to you. Period.

Uncertainty and delay.

Initial decisions can take weeks; outside approval can take months. Raising capital can take even longer.

Deal directly with decision-makers.

We manage a dedicated pool of capital. Once we agree to work together, there’s no delay.

How the Liquid Solution Works:

Achieve Liquidity without losing your upside. Because we take on the risk, Liquid only backs companies we believe in. You’ll be guided through our Decision Support Model to ensure you’re considering all scenarios and that you’re choosing a tax-efficient solution that works best for your interests.

Contact30 min conversation

Decision Support ModelDiscuss economic impact across all scenarios

Review ProposalReview with your trusted advisors

Get CapitalSign documents and receive funding

Quarterly CommunicationBrief check-ins by phone or email

Liquidity EventIPO / exit and settlement

Use Case For Private Company Liquidity Event:

Early Exercise

Kim has 200,000 vested options in a promising pre-IPO technology company. Her options were granted with a $1.00 strike price and she can exercise her options today at $2.00 per share. Kim has a choice, she can either exercise today or wait until after an IPO.

Assuming the current fair market value is $10.00 per share, Kim stands to do better by using Liquid’s solution to exercise today as long as her shares are worth $3.30 or more per share post-IPO.

Exercise Today vs Waiting Until Exit

Don’t Leave Value on the Table.
Know Your Options.

LET’S TALK

Liquidity Programs for Startup and Private Company Option Holders.