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ESO Fund

ESO Fund provides non-recourse funding solutions for employees of venture-backed companies in the United States, helping them exercise stock options and manage financial risks associated with equity.

Founded
2012
Recorded stages
Pre Ipo
Recorded regions
United States, Canada

Online destinations

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Overview

ESO Fund, also known as ESO Management Services, LLC, was founded in 2012 by Stephen Roberts, Jimmy Lackie, and Scott Chou. The organization specializes in providing non-recourse funding solutions for employees of venture-backed companies to exercise their stock options. ESO Fund aims to mitigate the financial risks associated with exercising stock options, allowing employees to retain the potential upside of their equity. They focus on tailored funding that does not require personal liability, assisting employees in navigating the complexities of equity decisions, particularly regarding tax implications and option expirations.

Focus

ESO Fund focuses on providing tailored non-recourse funding for employees looking to exercise stock options, obtain liquidity from shares, or access cash from vested RSUs. Their services are designed to help employees of venture-backed companies manage the financial implications of exercising stock options, particularly in situations where options may expire or when tax implications arise.

Support

ESO Fund offers a unique value proposition by providing non-recourse funding, meaning clients owe nothing if their company does not reach an IPO or acquisition. This structure allows employees to exercise their stock options without personal liability, enabling them to retain the potential upside of their equity while mitigating financial risks.

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