ESO Fund specializes in providing risk-free stock option exercise solutions for employees of high-growth companies. They focus on mitigating the financial risk associated with exercising stock options, allowing individuals to potentially benefit from the upside of their company's growth. ESO Fund typically invests in secondary market transactions across various stages of company development.
The firm has contributed to creating over $1 billion in wealth for its clients. ESO Fund's portfolio includes notable companies such as Atlassian, Twitter, Etsy, Zendesk, and Coursera. Their approach is designed to help employees maximize their potential gains while minimizing personal financial risk, particularly in the competitive tech industry where job tenure is often shorter than traditional career paths.
Portfolio Snapshot
Recorded participation and recipient operating status, not current holdings or realized exits
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
Classification
- Also Known As
- Employee Stock Option Fund/The
- Firm CRD
- 165564
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
- Industry
- —Financial Services Companies
- —Investment Companies
- —Investment Management Companies
- —Private Equity Firms
- —Venture Capital Firms
Show 6 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 6000Depository Institutions
- 6790Miscellaneous Investing
- 6799Investors, Not Elsewhere Classified
