Asset-Backed Lending (Collateralized Borrowing)
Borrow against a concentrated position — public stock, fund interests, or crypto — without selling or triggering capital gains tax
How It Works
You pledge eligible assets — marginable securities, fund interests, or crypto — as collateral with an institutional lender
The lender advances cash at a percentage of your collateral value (typically 50-70% LTV)
You receive immediate liquidity without selling the position or triggering a taxable event
Your position remains yours and continues to appreciate while the loan is outstanding
Key Benefits
No Capital Gains
Access liquidity without selling and triggering tax obligations
Keep Your Position
Maintain market exposure and benefit from future appreciation
Fast Settlement
Receive funds in 24-48 hours with minimal documentation
Who This Is For
Holders of a concentrated position with $500K+ who need cash but want to keep the position and avoid capital gains tax. Perfect for those bullish on their holdings who need short-term liquidity.
By The Numbers
0%
Capital Gains Tax
$500K
Minimum Position
6-12%
Interest Rate
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