The Better Way to Achieve Liquidity
Start with these Steps:

Compare the benefits of financing vs. selling your shares.
See What to Consider

Receive an offer from Liquid Stock.
How Liquid’s Contract Works

Ask your trusted advisors about tax and legal implications

Liquid Funds
Receive funds from Liquid Stock.
What to Consider
![]() | Share Sales |
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Maintain Upside Liquid Stock provides you with cash and allows you to benefit from future share appreciation. You maintain your upside. |
Lose Upside Although sales give you cash today for diversification of equity exposure, sales limit upside. |
Very Tax Efficient
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Least Tax Efficient
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Company-Friendly Liquid Stock is fully independent, institutionally-backed, and complies with company agreements. Your best interest is always top of mind. |
Grey Zones Solutions that ignore company agreements do not have your best interest in mind. |
How Liquid Stock Works
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Financing
Liquid advances you money using your shares as collateral.
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Interim Period
Investment Return accrues annually, no cash owed until the contract is settled.
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Repayment Date
Company IPOs or sells. You repay Liquid the Advance Amount, Investment Return, and Stock Fee.
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After Repayment
You keep the remaining shares or sell them for cash. You realize a tax benefit from Liquid Stock’s contract.

What You Need to Know
Total dollar amount that Liquid Stock provides you.
Functions much like a non-cash interest rate. The investment return accrues to the balance of the advance amount and compounds annually.
A fixed percentage of the shares to be transferred to Liquid Stock on the Repayment Date.
All contracts with Liquid Stock are settled at liquidity event, IPO or M&A transaction. There is no fixed term, you can settle at any time prior to IPO.
The only assets pledged in a Liquid Stock contract are your shares.
Get Cash
Lower Taxes
Minimize Risk
