Explore Stock Option Financing

Learn how common structures allocate cost, risk, and upside, then submit an inquiry if you want to discuss possible availability. Nothing on this page is an approval, offer, or commitment to fund.

Loan-style structure

A potential structure may advance exercise and tax costs, with repayment terms tied to a later liquidity event.

AdvanceDepends on underwriting
CostDefined in final terms
RecourseStructure-dependent
RepaymentDefined in final terms

Considerations

Interest, fees, repayment triggers, collateral, and downside treatment must be evaluated in definitive documents.

Value-sharing structure

A potential forward-style structure may fund exercise costs in exchange for a defined share of future value.

AdvanceDepends on underwriting
CostFuture-value participation
ParticipationDefined in final terms
SettlementDefined in final terms

Considerations

Valuation definitions, settlement events, downside treatment, and the portion of future value shared all matter.

These examples are educational only. Availability, legal structure, pricing, recourse, and supported jurisdictions have not been promised by this page and require review before any product is offered.

Illustrative Comparison

FeatureLoan-style exampleValue-sharing example
Out-of-pocket costTerms-dependentTerms-dependent
Downside treatmentDefined in documentsDefined in documents
Ongoing costMay include interest or feesShare of future value
Customer upsideNet of agreed costsNet of agreed participation
AvailabilityJurisdiction-dependentJurisdiction-dependent

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