Direct lender since 2007
Global clients
195+ countries · 80+ exchanges
High-value transactions
Private & confidential
Typical mandate range $1M–$1B+ · Qualified clients
Global capital · Securities-backed stock loans
Stock Loans: Capital Without Selling Your Shares
Borrow against listed securities for liquidity and other disclosed uses—195+ countries, collateral on 80+ exchanges, documentation-first execution for qualified clients.
Funding from $1M to $1B+ for qualified clients
Common uses of stock-backed liquidity
Eligible portfolios can support liquidity and other uses you describe in diligence—without liquidating core holdings when structures and compliance align.
- Personal and strategic liquidity — timing, diversification, estate planning pressure
- Real estate and commercial timing — when disclosed use of funds fits policy
- M&A and operating capital — acquisitions, expansion, and bridge timing at scale
- Large, documented capital needs — facilities sized to collateral and covenants
See business owners and real estate investors for how borrowers often map use cases.
No credit check
Collateral-first review for qualified portfolios.
No income verification
Focus on securities; KYC and compliance still apply.
Non-recourse options
Where program and documentation allow.
A stock loan lets you unlock capital without selling—borrow against stocks and other eligible listed securities as collateral while maintaining market exposure, subject to advance rates and your closing documents.
Step-by-step mechanics: how a stock loan works. Map profiles and scenarios on solutions. Stock loan benefits →
How much can you borrow?
Funding from $1M to $1B+ for qualified clients—final sizing only in your written terms.
Sizing is collateral-driven. Advance rates depend on portfolio value, concentration, exchange, volatility haircuts, and how underwriters view recovery in stress on your specific basket—always confirmed in a written term summary.
There is no universal percentage that applies to every account; high-value deals often require bespoke structuring. Your statement and use-of-funds summary are the starting point.
Get a funding estimateKey Benefits of Stock-Based Financing
Deeper dive on structure and outcomes: stock loan benefits.
Maintain investment exposure
Keep core positions working while you deploy capital elsewhere—per your security agreement.
Access capital for investments and timing
Structure liquidity for portfolio needs and disclosed uses of funds from the same collateral base when eligible.
Avoid immediate liquidation
Raising capital without selling core positions you believe in—tax and reporting remain fact-specific; not tax advice.
Flexible structuring
Term, revolving, and structured draws—explore options in rates & terms.
Important Considerations
- Market fluctuations may impact collateral value and maintenance tests—stress cash flows before you draw.
- Terms vary by portfolio, jurisdiction, and deal type; facilities may include conditions on use of proceeds.
- Not all securities qualify; disclose restrictions and existing liens early.
Available Worldwide
We provide stock-based financing and support international clients in 195+ countries, with collateral listed on 80+ global exchanges when compliance and custody align. The process is built for cross-border sophistication.
Next steps
Review how it works, explore rates & terms, then get started with holdings and a clear use-of-funds summary.
Common questions
A stock loan is stock-based financing: you pledge eligible listed securities as collateral to access cash or credit while keeping economic exposure, subject to covenants. It is a primary way to borrow against stocks without a sale.
Common uses include liquidity, acquisitions, real estate timing, and other needs disclosed in your use-of-funds summary. Size and structure depend on collateral, eligibility, and underwriting. Start with get started with your holdings and objectives.
Selling can trigger tax realization and removes upside on sold shares. Accessing capital without selling assets you want to keep is a common reason borrowers choose securities-backed structures—learn more on our how it works page.
We serve borrowers in 195+ countries and evaluate collateral on 80+ global exchanges when custody and compliance allow. See global stock loans.
Access Capital Without Selling Your Portfolio
Private review of your holdings and objectives—clear next steps or an honest pass.
Funding sized to collateral and mandate for qualified clients.
Confidential review · Direct financing source