KOLADEN UNLOCKS DIVERSIFICATIONKOLADEN UNLOCKS DIVERSIFICATION
Turn concentrated positions into tax-efficient liquidity, with the speed and precision your clients expect.
KOLADEN UNLOCKS DIVERSIFICATIONKOLADEN UNLOCKS DIVERSIFICATION
Turn concentrated positions into tax-efficient liquidity, with the speed and precision your clients expect.
KOLADEN UNLOCKS DIVERSIFICATIONKOLADEN UNLOCKS DIVERSIFICATION
Turn concentrated positions into tax-efficient liquidity, with the speed and precision your clients expect.
Institutional-grade equity monetization, built for the modern wealth advisor.Institutional-grade equity monetization,built for the modern wealth advisor.
What is a collar advance
A way to unlock liquidity from a stock position without selling, using options trades that protect your downside, retain upside, and put cash in your hands upfront.
What makes it special
Receive up to 90% of your value in cash today, to use however you'd like. Your stock stays protected, and any sale is deferred to a time of your choosing.
How setup works
Shares are pledged as collateral, options set a floor and cap, and an institutional lender advances cash upfront, at a lower rate than most margin lines.
How settlement works
At maturity, settlement can be made in cash, shares, or a mix, based on your preference, and you'll never owe more than the shares pledged as collateral.
Tax efficiency
With no upfront sale, a collar advance can defer the capital gains hit of cashing out, keeping more of your position working for you.
Institutional-grade equity monetization, built for the modern wealth advisor.Institutional-grade equity monetization,built for the modern wealth advisor.
What is a collar advance
A way to unlock liquidity from a stock position without selling, using options trades that protect your downside, retain upside, and put cash in your hands upfront.
What makes it special
Receive up to 90% of your value in cash today, to use however you'd like. Your stock stays protected, and any sale is deferred to a time of your choosing.
How setup works
Shares are pledged as collateral, options set a floor and cap, and an institutional lender advances cash upfront, at a lower rate than most margin lines.
How settlement works
At maturity, settlement can be made in cash, shares, or a mix, based on your preference, and you'll never owe more than the shares pledged as collateral.
Tax efficiency
With no upfront sale, a collar advance can defer the capital gains hit of cashing out, keeping more of your position working for you.
Institutional equity monetization, built for modern wealth.Institutional equity monetization,built for modern wealth.
What is a collar advance
A way to unlock liquidity from a stock position without selling, using options trades that protect your downside, retain upside, and put cash in your hands upfront.
What makes it special
Receive up to 90% of your value in cash today, to use however you'd like. Your stock stays protected, and any sale is deferred to a time of your choosing.
How setup works
Shares are pledged as collateral, options set a floor and cap, and an institutional lender advances cash upfront, at a lower rate than most margin lines.
How settlement works
At maturity, settlement can be made in cash, shares, or a mix, based on your preference, and you'll never owe more than the shares pledged as collateral.
Tax efficiency
With no upfront sale, a collar advance can defer the capital gains hit of cashing out, keeping more of your position working for you.
Balance Sheet
$5.3M Total Net Worth
401k
Stock
Real Estate
Cash
Concentrated stock at 70% of allocation.
Embedded with your portfolios tools
Flag concentrated positions automatically, request a collar advance quote when ready.
Forecast
Call Option
Put Option
Collar hedge active with 90% protection.
Lending offers in days, not weeks
Source and review collar advance terms from institutional lenders, in one simple view.
Firm compliance records…
⌘K
External lender communication
48 deal threads archived & retained
Pending firm response
4 quotes awaiting your teams response
Suitability documentation
1 deal missing suitability review
Flagged for review
2 deals under review for rate parity
Fiduciary duty built into every step
Automated compliance and recordkeeping, integrated with your firm's existing tools.
Firm compliance records...
⌘K
External lender communications
48 deal threads archived and retained
Pending firm response
4 quotes awaiting your team's response past 7 days
Suitability documentation
1 deal missing documented suitability check
Flagged for review
2 deals under review for fee and rate parity
Forecast
In progress
New
5 deals moved to closing
Balance Sheet
$5.3M Total Net Worth
Stock
401k
Real Estate
Cash
Concentration level at 70%
Firm compliance records...
⌘K
External lender communications
48 deal threads archived and retained
Pending firm response
4 quotes awaiting your team's response past 7 days
Suitability documentation
1 deal missing documented suitability check
Flagged for review
2 deals under review for fee and rate parity
Forecast
In progress
New
5 deals moved to closing
Balance Sheet
$5.3M Total Net Worth
Stock
401k
Real Estate
Cash
Concentration level at 70%
Who we Support
Access for those who dare to dream, pursue, and achieve.Access for those who dare todream, pursue, and achieve.
Advisors
For wealth managers looking to streamline liquidity for their clients.
Employers
For companies that want to offer greater flexibility.
Individuals
For those with concentrated wealth, looking to diversify.
Ready to get started?
Who we Support
Access for those who dare to dream, pursue, and achieve.Access for those who dare todream, pursue, and achieve.
Advisors
For wealth managers looking to streamline liquidity for their clients.
Employers
For companies that want to offer greater flexibility.
Individuals
For those with concentrated wealth, looking to diversify.
Ready to get started?
Who we Support
Built for modern revenue teams.Built for modern revenue teams.
Advisors
For wealth managers looking to streamline liquidity for their clients.
Employers
For companies that want to offer greater flexibility.
Individuals
For those with concentrated wealth, looking to diversify.
Ready to get started?
our mission
We believe freedom starts with access to your own wealth.We believe freedom starts withaccess to your own wealth.
Koladen connects concentrated wealth with institutional lenders, creating tax-efficient solutions for wealth creators and their advisors.
our mission
We believe freedom starts with access to your own wealth.We believe freedom starts withaccess to your own wealth.
Koladen connects concentrated wealth with institutional lenders, creating tax-efficient solutions for wealth creators and their advisors.
our mission
We believe freedom starts with access to your own wealth.We believe freedom starts withaccess to your own wealth.
Koladen connects concentrated wealth with institutional lenders, creating tax-efficient solutions for wealth creators and their advisors.