Submit Information on the Stocks: The first step is to provide a detailed description or documentation of your stock holdings to Global Capital Monetization for a no-cost preliminary evaluation.
Preliminary Evaluation: Our experts conduct a fast and free assessment of your stocks to determine their eligibility for monetization. This includes evaluating the market value and liquidity of your stock portfolio.
Issuance of Pricing Terms: Once the stocks are approved for monetization, we issue a formal offer that includes the loan amount, interest rates, fees, and other terms.
Signing of Terms: After agreeing to the loan terms, you will sign a Letter of Intent (LOI) or Term Sheet, which formalizes the agreement between you and the lender.
Due Diligence: We conduct detailed due diligence to verify the ownership, value, and other legal aspects of your stocks, ensuring compliance with regulations.
Issuance of Loan Agreement: Following the due diligence, a Master Loan Agreement is issued and signed, formalizing the loan terms.
Verification & Transfer of Stocks: Your stocks are transferred into a secure account with a major world bank. This ensures that the stocks are held as collateral for the loan while you continue to benefit from potential appreciation or dividends.
Loan Closing: Once the stocks are verified and secured, the loan funds are transferred to your account. Typically, the transaction is completed within 20 business days, depending on the complexity of the portfolio.