ESO Fund

San Mateo, California

Through a unique partnering agreement, the Fund provides employees with the cash required to exercise their options and participates in the upside if the stock gains value through a sale or other event. If the stock becomes valueless, the Fund, not the employee, bears the loss under the Fund's non-recourse loan structure. We provide a clear, straightforward, and employee-friendly approach to exercising stock options without financial stress.

For individuals who already own private company stock, the ESO Fund can provide partial liquidity allowing the owner to recover capital while still retaining the potential upside from the stock. For private companies that wish to establish a liquidity program for employees, the ESO Fund's unique loan program provides an attractive alternative to secondary buyouts by providing liquidity without introducing the risk of new shareholders to the company while retaining employee loyalty through the preservation of upside potential.