Direct lender since 2007
Global clients
195+ countries · 80+ exchanges
High-value transactions
Private & confidential
Typical mandate range $1M–$1B+ · Qualified clients
Direct lender · Qualified transactions
Get started
Confidential inquiry for stock-backed liquidity. Complete the short qualification below—or proceed directly to the full application when your file is ready.
Designed for qualified clients seeking $1M+ in funding
Qualification form · Full application · Discuss your transaction
Request a confidential qualification review
For qualified transactions · No obligation initial review · Large transactions may require additional documentation after we respond.
Fit
Who this is for
We focus on sophisticated borrowers and material funding sizes—liquidity and other uses backed by eligible listed securities.
HNW & UHNW individuals
Concentrated public equity, diversification goals, estate or timing-driven liquidity.
Executives & founders
CXOs, insiders, and early shareholders balancing compliance and capital needs.
Corporates & institutions
Public companies, family offices, and enterprises with treasury or strategic use of funds.
Real estate & developers
Bridge and timing capital without liquidating core portfolio positions when structures align.
M&A & large transactions
Acquisitions, take-private timing, and balance-sheet-scale deals when securities qualify.
Global portfolios
Cross-border custody and multi-exchange books when compliance and structure align.
Step two
Full application — request funding review
The secure application captures what underwriting needs to size and structure your request—holdings, custody, and use of funds. Submitting does not obligate you to close; it starts a direct financing review.
What you can expect:
- No obligation to proceed after we respond
- Clear pass if collateral or mandate is not a fit
- Written economics before you incur material fees
- Indicative sizing: How much can I borrow →
Discuss your transaction
Prefer email before completing fields? Contact the desk—we reply as staffing allows.
For fastest sizing, the full application reduces back-and-forth on custody and tickers.
Frequently asked questions
We review your file for fit and eligibility. You receive next steps (document requests, indicative structure) or an honest pass if the mandate or collateral is not a match—no endless follow-ups.
Recent statement showing tickers, quantities, and custody; approximate funding need; timeline; and use of funds (liquidity, acquisition, etc.). Note any restrictions or corporate actions on the shares.
Yes. We treat inquiries discreetly. NDAs are available upon request for qualified discussions.
We confirm any fees in writing before you incur costs. This page is not a fee schedule—your agreement governs economics.
When structures and compliance align, we evaluate collateral listed on 80+ exchanges for clients in 195+ countries. Custody and jurisdiction drive timeline—disclose both early.
No. Margin follows brokerage rules; specialty stock-backed facilities use different documentation. Learn more on our stock loans page before you choose a path.
Financing involves risk. Review any structure with legal and tax advisors before you pledge securities. Marketing pages are not agreements.
Related pages
Ready for a direct financing review?
Submit the full application when your statement and use of funds are ready—we respond with next steps or a clear pass.
Request Funding Review