Stay invested while accessing liquidity from your portfolio.
Use eligible stocks as collateral to access capital without selling the investments you believe in.
Invest for the long run.
Unlock value today.
stays invested
with confidence
Estimate your potential access
This is an estimate to help you explore potential capital access. Final terms depend on collateral, market conditions, and underwriting.
This is an estimate only. Actual advance amounts, rates and eligibility depend on collateral type, concentration, volatility, and pilot availability.
Why it exists
Many long-term investors don’t want to sell the assets they’ve worked hard to build. Selling can mean taxes, missed growth, and disrupting your plan.
We’re building a better way to access capital — so you can stay invested for the long run.
How it works
Tell us your portfolio range and how much capital you may want to access.
We evaluate your collateral and confirm eligibility for the pilot program.
If selected, you’ll receive terms, collateral requirements, and repayment details.
Access capital while keeping your long-term positions and future growth.
Built for long-term investors like you
Frequently asked questions
Is this available now?
Not yet. We are collecting early access interest for a limited pilot.
Do I need to sell my shares?
The intended model is to allow eligible shares to remain part of your long-term holdings while being used as collateral.
What assets may be eligible?
Likely V1 focus: publicly traded, liquid, marginable stocks and ETFs.
Is this a margin loan?
It is similar in that securities are used as collateral, but the pilot structure, provider, terms, and restrictions may differ.
Can I use unvested RSUs?
Probably not for V1. Unvested RSUs are generally not owned shares yet, so they are harder to pledge.
How much could I borrow?
The calculator is only an indication of interest. Final advance rates depend on collateral quality, concentration, volatility, underwriting, and partner approval.
Be the first to know when early access opens.
Join the early access list and we’ll keep you updated.