“I chose Collective Liquidity because I wanted to liquidate shares to take care of family members. The biggest appeal was that not only was Collective willing to purchase my shares, but the lack of a broker fee meant that I would be making a bigger profit. The process was quick and simple and incredibly smooth.”
“I chose Collective Liquidity because all of my private company equity is locked into a single company. Collective Liquidity offered an easy way to add a bit of diversification to my equity holdings, and give me the option to get liquidity. The most appealing thing was the ease of getting my initial offer, as well as the general smoothness of the process. Collective Liquidity provided a knowledgeable resource to quarterback the process for me every step of the way.“
“Collective Liquidity was amazing. They took steps to work with me and make a complicated equity transaction happen quickly and smoothly. The entire team took the initiative to help and I couldn’t be more grateful for their positive, open, and transparent process. They took time to listen to my goals, we came up with a creative solution to meet my needs, and they worked tirelessly to connect the dots to make it happen.”
|Tender Offer||Brokered Sale||Stock Loan|
|Maximize Short Term Cash|
|Maximize Long Term Appreciation|
|Minimize Time and Headache|
Compared to a stock sale which requires you to connect with a broker, find a buyer, negotiate price, and draft transaction documents, an Exchange Loan is fast and easy. The online process takes just five minutes to complete.
Stock sales can trigger taxes totalling up to 46% of your sale proceeds, but neither an exchange of shares into the fund or an Exchange Loan trigger capital gains tax.
Unlike a stock sale, an exchange of shares into the fund gives you long term upside on a portfolio of leading unicorns (and still gives you access to liquidity when you need it).