Direct lender since 2007
Global clients
195+ countries · 80+ exchanges
High-value transactions
Private & confidential
Typical mandate range $1M–$1B+ · Qualified clients
How a stock loan works
A clear path from portfolio review to funding—built around your collateral and objectives.
Stock loans are collateral-first transactions. The workflow below is representative; your actual sequence follows the term sheet and closing checklist you receive.
Step-by-step process
-
1
Discovery & goals
We clarify how much liquidity you need, timing, and which positions may be eligible.
-
2
Collateral screening
Ticker, exchange, liquidity, concentration, and advance-rate parameters are reviewed.
-
3
Indicative terms
You receive a summary of rate, term, advance rate, and key obligations for discussion—subject to final diligence.
-
4
Documentation & closing
Security agreements and account control arrangements are completed as required.
-
5
Funding
Proceeds are wired per your instructions after all conditions are satisfied.
Eligibility overview
Underwriting weighs collateral quality, volatility, liquidity, jurisdiction, and structural requirements. There is no one-size checklist in public marketing—share your statement and we map it to program rules.
Funding timeline
Simple, cooperative cases with clean custody can move quickly. Cases involving multiple advisors, restricted stock, or cross-border elements may extend the calendar. We set expectations up front.
Common questions
Timing depends on collateral type, custody, and how quickly documents are executed. Some cases move in days; others take longer when third parties are involved. Your representative can outline a realistic range after intake.
Lenders often focus on liquid, exchange-listed equities. ETFs, funds, and restricted stock may be treated differently. Eligibility is determined in underwriting—not assumed from marketing pages.
Many securities-backed structures emphasize collateral quality and advance rates rather than traditional consumer credit scores, but policies vary. There is no universal rule.
Ready to explore liquidity without selling?
Tell us about your portfolio and goals. We will follow up with next steps.
Get Started