PEINVEST
3 Platforms
Adjacent Services
Option financing, wealth management, and related services for private company shareholders.
Adjacent services support private company shareholders with option exercise financing, wealth management, tax optimization, and liquidity planning. Platforms like Equitybee and Secfi help employees exercise options without personal capital.
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All Adjacent Services
Showing 3 of 3 platforms — ranked by editorial rating
Frequently Asked Questions
What is option financing?
Option financing allows startup employees to exercise their stock options without using personal capital. Financing platforms provide funds for the exercise cost and taxes in exchange for a share of future proceeds.
Who should consider option financing?
Employees with valuable options facing exercise deadlines (especially post-termination 90-day windows), those who cannot afford exercise costs, or those wanting to start the long-term capital gains clock early.
What do option financing platforms charge?
Financing platforms typically take 15-50% of future proceeds depending on company risk, time horizon, and deal structure. Some offer loan structures with interest rates instead of equity sharing.
About Adjacent Services
Our directory includes 3 platforms in the adjacent services category, each reviewed across regulatory compliance, fee transparency, minimum investment thresholds, and verified user feedback. We evaluate platforms regularly to ensure our coverage reflects the latest market developments.
When comparing platforms in this category, consider factors such as your investment timeline, risk tolerance, accreditation status, and whether you prioritize lower fees or broader access to investment opportunities.