We buy private company stock, LP interests, and fund positions from holders who would like a sale completed this year, at a discount to stated value, for cash certainty and a defined close.
Confidential process. Transfer experienced. Principal-led.
Positions of $100,000 and above
Direct, principal-led, and confidential.
Transfers of private positions often require company or general partner consent, a right-of-first-refusal period, and transfer documentation, each of which takes time. Holders who want a sale completed this year generally benefit from starting early. We review each position individually and provide a non-binding indication of interest. Minimum $100,000.
Every position reviewed individually.
Direct decision-making.
Coverage across all 50 states.
Each position submitted is reviewed individually, with direct decision-making by a principal.
Where a position fits our focus, we provide a non-binding indication of interest.
If terms are agreed, we handle transfer documentation through to closing.
A sale below your tax basis generally produces a capital loss, which can offset capital gains. Under IRS rules, a net capital loss can reduce other income by up to $3,000 a year ($1,500 if married filing separately), and any excess carries forward to later years (IRS Topic 409). How this applies to you depends on your circumstances, so please consult your tax adviser.
It depends on the transfer provisions in the company or fund documents, such as a right of first refusal or general partner consent. Describe the position and any known transfer requirements in your submission.
We purchase at a discount to stated value in exchange for cash certainty and a defined close. Each position is priced individually.
We consider positions with an estimated value of $100,000 or above.
Positions of $100,000 and above, reviewed by a principal.
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