Founders and investors often have to make the decision to exercise stock options or let their options expire. Alternative Minimum Tax (AMT) requirements and other financial burdens involved in exercising stock options can often be overwhelming. The experts at Stratim Capital understand the complexities involved in this decision and can help determine the right choice for individuals facing this situation. We have a variety of options to help with the financial burden of exercising stock options.
Stratim Capital seeks investments in late stage companies with profitable operations and strong business prospects. The firm’s founders have led spin-outs of entire portfolios and purchased individual positions. We target individual investments of $2 million to $10 million and portfolios of $5 million to over $50 million, but we will do smaller transactions in special situations.
Stratim is an experienced secondary market investor offering rapid execution and a fair price. We conduct our due diligence in a manner that offers minimal distraction for company management and investors. We are discrete and always respect company confidentiality. We have a reputation of supporting our portfolio companies post-investment and maintaining strong relationships with financing sources throughout the venture capital and private equity industries.
Have more questions about our services? Contact us today to see how we can help!
Secondary Market Benefits
- Lock in gains
- Asset re-balancing for portfolio diversification
- Generate cash for big-ticket expenditures such as home purchases, college education
- Reduce risk exposure
- Wind down old venture funds
- Optimize GP management time
- Tax planning
- Exercise employee stock options
- Valuation mark for fundraising