Stock Option Financing Concierge

If you have any questions, please email concierge@withcompound.com

Maximize your company ownership by obtaining financing options to exercise your stock options.

Steps

Discuss stock option financing options, including the potential benefits of exercising, and then complete the Stock Option Financing organizer in your dashboard. The entire process typically takes 4-5 weeks.
We will set up an introductory call with Compound’s Stock Option Financing Partner to understand your needs and gather the necessary information.
The Stock Option Financing Partner will explore financing options on your behalf and then set up a follow-up meeting to discuss which solutions make sense for your situation.
We can make a referral to an attorney to review the loan documents and terms if needed.

Pricing and terms are dependent on market demand for your specific company.

Disclosure

Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser (CRD# 306341/SEC#: 801-122303). Registration as an investment adviser does not imply any level of skill or training. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as “Compound.” The information contained in this communication is provided by Compound for general informational purposes and should not be considered as financial or tax advice. Compound is not a licensed lender, law firm or insurance agency, and Clients should consult with their personal investment, insurance, tax or legal advisors or brokers regarding their particular circumstances as needed before making any final financial decisions. This communication is not an offer to sell securities. All investing involves risk, including the possible loss of any or all of the money invested, and past performance never guarantees future results. Please see Compound Advisers' Form CRS here, and ADV Part 2A Brochure here.