Every kind of liquidity advisor, clearly labeled.

Securities-backed lines of credit

securities-based lines of credit · margin lending alternatives · portfolio-backed loans

For: wanting liquidity without selling investments, a concentrated stock position, avoiding a taxable sale

Restricted & pre-IPO stock loans

restricted stock loans · pre-IPO share loans · founder and executive stock liquidity

For: holding restricted or pre-IPO shares, founder or executive equity concentration, an upcoming lockup expiration

Private company equity liquidity

cap table liquidity options · minority equity monetization · private company share loans

For: private company ownership with no public market, wanting partial liquidity before an exit

Art & collectibles-backed lending

art-backed loans · collectibles-backed lending · luxury asset loans

For: owning valuable art or collectibles, wanting liquidity without selling a collection

Real estate equity & bridge loans

real estate equity bridge loans · home equity alternatives · investment property equity loans

For: an equity-rich, cash-poor property owner, needing bridge financing, a real estate investor seeking liquidity

Life insurance & settlement options

life insurance policy loans · life settlement evaluation · unneeded policy monetization

For: no longer needing a life insurance policy, wanting to understand life settlement options

Structured settlement & annuity buyouts

structured settlement purchases · annuity buyout evaluation · lump-sum for future payments

For: receiving structured settlement payments, wanting a lump sum instead of future payments

Royalty & IP monetization

royalty stream monetization · intellectual property licensing liquidity · music and patent royalty sales

For: owning royalty income streams, wanting to monetize future royalty payments