Liquidity & Credit Solutions

Your Portfolio Is Your Most Powerful Asset.

Through securities-based lending and a broad network of credit partners, we provide flexible, cost-effective borrowing solutions that let your portfolio remain intact while you access the capital you need.

Securities-Based Lending

Borrow against your eligible investment portfolio without triggering a taxable sale. Access capital quickly at rates well below traditional bank loans, with no fixed repayment schedule.

Credit Facilities

Through our institutional lending network, we provide access to real estate financing, business credit lines, aircraft and specialty asset lending, and insurance premium financing.

Key Benefits

Preserve your investments. Borrow without a taxable event. Access institutional rates typically reserved for large borrowers. Your credit strategy managed alongside your portfolio — not in isolation.

Liquidity Solutions at Guardant

Capital access without disrupting your investment strategy.

Portfolio Assessment

Eligible Securities: We review your investment accounts to identify eligible collateral and calculate your borrowing capacity across account types.

Needs Analysis: We clarify your intended use of proceeds, timeline, and preferred repayment structure before recommending a facility type.

Facility Structuring

Credit Design: We select the optimal structure — securities-based line of credit, term loan, or specialty facility — matched to your collateral and objectives.

Rate & Terms: We negotiate competitive rates and terms through our institutional lending partners on your behalf.

Partner Onboarding

Lender Introduction: We connect you with the right lending partner and manage the application, documentation, and approval process.

Account Setup: We coordinate funding logistics to ensure capital is available when you need it.

Ongoing Access

Facility Management: We monitor your line utilization, interest accrual, and collateral coverage ratios on an ongoing basis.

Adjustments: As your portfolio grows or your needs evolve, we adjust the facility size and 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.

Explore what your portfolio can do for you.

We coordinate directly with lending partners on your behalf — structuring terms and managing documentation so you can focus on what matters.