Audience
Shareholders interested in a platform to generate dramatically better financial outcomes
About Collective
Combining an exchange into Collective's exchange fund with a non-recourse exchange loan can reduce your risk of holding a single stock, deliver dramatically more after-tax liquidity, and is faster than a stock sale. Compared to a stock sale which requires you to connect with a broker, find a buyer, negotiate price, and draft transaction documents, an exchange loan is fast and easy. The online process takes just five minutes to complete. Stock sales can trigger taxes totaling up to 46% of your sale proceeds, but neither an exchange of shares into the fund nor an exchange loan triggers capital gains tax. Unlike a stock sale, an exchange of shares into the fund gives you long-term upside on a portfolio of leading unicorns (and still gives you access to liquidity when you need it).