Our reach is global, and our focus is securities based lending.
Our firm is hyper-focused, which allows us to operate on a deal-by-deal basis.
Equities First offers investors a straightforward, tailored transaction that empowers them to access funding quickly and efficiently.
Contact Us The first step in the Equities First process is to contact us with details regarding your proposed collateral, and the amount of funding you require.
Valuation Process Once it is determined an Equities First solution is right for you, our team will determine the loan terms and calculate a loan-to-value (LTV) ratio and a fixed interest rate.
Terms Agreement & Transfer If all terms are agreeable, sign the Equities First Holdings Agreement and transfer the agreed upon collateral to an Equities First custodian account.
Funding Equities First funds loans using a delivery-versus-payment method, which means that collateral and loan proceeds are transferred into holding accounts simultaneously.
Collateral Return Throughout the duration of the financing period, agreed upon interest-only payments are made. At the conclusion of the financing period, your pledged collateral is returned in full, upon repayment of the principal funding.