Hedging & Monetization

Protect Your Position. Access Your Capital.

For clients with concentrated equity positions, risk management and liquidity don’t have to be mutually exclusive. Our hedging and monetization strategies give you both — on your terms.

How It Works

We structure a customized collar around your position — establishing a floor to protect your downside and a ceiling that defines your upside participation. Once hedged, the position serves as collateral for a loan at or near Treasury rates.

Capital Access

Access the full value of your hedged position in cash without selling a single share. Your gains are deferred, your position remains intact, and your capital is free to work elsewhere.

Who This Is For

Executives with single-stock concentration, founders post-liquidity event, and clients holding low-cost-basis positions who want economic diversification without an immediate tax event.

Hedging & Monetization at Guardant

Customized strategies for your concentrated position.

Position Review

Current Holdings: We assess your concentrated position, cost basis, holding period, and liquidity timeline to establish the parameters for an effective hedging structure.

Tax Considerations: We model the tax impact of various approaches and coordinate with your CPA to ensure the strategy is aligned with your broader tax plan.

Strategy Design

Collar Structuring: We define the floor and ceiling of the collar, the term, and the financing parameters — balancing downside protection with upside participation.

Loan Parameters: We establish the credit facility terms, including loan-to-value, interest rate at or near Treasury, and draw schedule.

Implementation

Execution: We coordinate the hedge execution and credit facility establishment with precision timing to minimize market impact.

Documentation: We manage all legal, compliance, and account documentation required to put the structure in place.

Ongoing Management

Position Monitoring: We track the hedge performance, collar boundaries, and loan utilization on an ongoing basis.

Adjustment: As conditions change — tax law, market levels, or liquidity needs — we adjust the structure accordingly.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Ready to protect what you've built?

Our team structures these solutions individually — no two clients are alike. Let’s explore your options together.