The Better Way to Achieve Liquidity
Start with these Steps:
What to Consider
Liquid Stock provides you with cash and allows you to benefit from future share appreciation. You maintain your upside.
Although sales give you cash today for diversification of equity exposure, sales limit upside.
Very Tax Efficient
Least Tax Efficient
Liquid Stock is fully independent, institutionally-backed, and complies with company agreements. Your best interest is always top of mind.
Solutions that ignore company agreements do not have your best interest in mind.
How Liquid Stock Works
Liquid advances you money using your shares as collateral.
Investment Return accrues annually, no cash owed until the contract is settled.
Company IPOs or sells. You repay Liquid the Advance Amount, Investment Return, and Stock Fee.
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.