Access Capital
Through Equity Without Reducing Ownership

Margin loans for startup leaders.

Access the equity in your company without selling shares.

Private Margin will allow startup founders to leverage their equity to access capital avoiding dilution.

ACCESS CAPITAL against stock

Margin loans for startup founders.

Designed with Series B and Series C founders in mind, we will allow you to access capital utilizing the equity in your company as collateral.

ACCESS your shares

Freedom to exercise your options.

For C-Suite executives with upcoming vesting stock options, Private Margin will provide the necessary funds to exercise your purchasing rights.

alternative minimum tax loans

Smart tax planning and AMT payment.

Sometimes founders are 'cash poor' but 'stock rich', making it tricky to cover tax bills. Private Margin will ensure founders have the cash available to pay taxes like AMT.

Private Margin provides loans to founders to pay AMT tax.

Interest rates

Our loans rates will be competitive, well below your company's growth expectations.

Timing

Once we get started, we will be on-ramping applicants for our first batch, to ensure the competitiveness of our rates and terms.

Easy

Our application process is straightforward backed by your company financials and your board's approval.

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[name goes here]

[title goes here]

As a seasoned CPA, I recommend Private Margin to clients who need to cover AMT liabilities from stock options. This approach provides immediate liquidity, allowing them to meet tax obligations without sacrificing their investment's growth potential.

Bruce Phillips

Partner Emeritus - Aprio

I wish I had this available when I was a founder. Going through multiple fundraising and company growth stages, I found it frustrating that my liquidity options were so restricted.

Stuart McLeod

Founder & CEO

Ready to get started?