Mission Strategies Advantages Insights Contact
Financial Chart Abstract

Stable Yield.
Accumulated Upside.

Unlock returns from your appreciated assets without selling them. Earn steady income today without compromising future growth.

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01

Mission

Unlock value without selling.

Embark Fund is a private equity vehicle designed to solve the liquidity paradox. We enable investors to unlock value from long-term appreciated assets without the sale of the asset and without triggering a tax event. It allows you to invest with confidence in growth assets while earning consistent income.

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Strategy
02

Strategies

Core

Unlock
Value

Access returns from your appreciated assets immediately.

  • No asset sale required
  • Maintain ownership exposure
  • Immediate liquidity

Advantage

Growth +
Income

Sophisticated amped strategies earning time premium.

  • Consistent yield generation
  • Downside protection
  • Upside participation
  • Professional management
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Structure

No Tax
Event

Efficient structuring for long-term wealth preservation.

  • Tax-deferred contributions
  • In-kind transfer
  • Estate planning benefits
03   Advantages

Hallmarks of Embark

Stable Yield

Generate consistent income from assets that traditionally yield nothing.

Accumulated Upside

Strategies designed to capture growth while mitigating volatility.

Downside Protection

Sophisticated hedging to protect your principal wealth.

Tax Efficiency

Defer taxes on highly appreciated assets while diversifying.

Expert Management

Managed by veterans in private equity and tax structuring.

Strategic Liquidity

Access capital for new opportunities without liquidating core holdings.

04

Insights

Investment Thesis

Understand the mechanics of unlocking value. View our explainer videos and read about our structured approach to wealth preservation.

Embark Fund Explainer

Embark Fund Explainer

Core Concept

Tax Efficient RSU Structure

Tax Efficient Structures

RSUs & Concentrated Stock

05

Investors

Who We Serve

Long-term Holders

Investors with significant appreciated assets looking for liquidity without selling.

Founders & Executives

Individuals holding concentrated equity positions seeking diversification.

Family Offices

Entities managing generational wealth requiring tax-efficient yield strategies.

Early Employees

Holders of pre-IPO stock or early equity looking to realize value.

06

Contact

Start the Conversation.

Schedule a meeting with one of our experts to discuss how Embark Fund can help you unlock value.

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