Forge offers option holders a short-term loan with a flat fee so that you can exercise your vested options and sell your stock. Upon selling your stock, you repay the loan, including any fees and interest, pay Forge Markets commissions, and keep the remaining sale proceeds.
In contrast, many other stock option financing services provide money for options exercise in exchange for a significant percentage of your equity upon sale, sometimes upwards of 40% of your stock.
Forge believes that option holders should have the ability to acquire and sell the equity they have earned and therefore does not claim any of your stock upon successful sale on the Forge Markets platform. See discussion of collateral and the pledge of your stock, below, for further detail about Forge’s rights with respect to your collateralized stock.