Current Opportunity
Stock Finance
Providing liquidity solutions to individual shareholders at some of the largest privately held tech companies in the USA.
"Investors have a dynamic allocation providing both credit & equity exposure into one of the most highly sought-after companies on Earth at a discount to the last round valuation."
How It Works
The Structure
The Need
Individuals at companies like Anthropic need access to capital to cover the cost of purchasing vested stock options & paying the associated taxes.
The Advance
Funds are advanced to the individual to complete the options exercising transaction.
Investor Returns
Investors receive a PIK interest rate on the amount advanced, plus a portion of the individual's shares as a "stock fee."
Liquidity Event
Investors are repaid when a liquidity event occurs — IPO, Secondary, Tender, etc.
Credit Exposure
PIK interest provides a fixed-income component, generating yield on capital advanced to the individual shareholder.
Equity Exposure
The "stock fee" provides direct equity upside in some of the most highly valued private technology companies — at a discount to the last round valuation.
Deal Highlights
Why This Opportunity
Dual
Return Structure
Credit + equity in a single allocation
Discount
Entry Valuation
Below last round valuation
PIK
Interest Rate
Yield on advanced capital
Exit
Liquidity Path
IPO, Secondary, Tender offer
Get Started
Signal Your Interest
Contact the team at Cohesion Partners to signal an indication of interest.
Contact the TeamThis page does not constitute an offer to sell or a solicitation of an offer to buy any security. For qualified investors only.