Fund your business. Your way.

Access capital without giving up equity. Use retirement savings through ROBS 401(k), explore alternative funding sources, or combine strategies to get your business funded.

All the control.
None of the complexity.

Smart capital deployment with thoughtful tools and transparent guidance — that's just simple to use.

$50M+

Capital deployed through our platform

200+

Founders funded and growing

0%

Equity taken by our platform

ROBS 401(K)

Fund your business with retirement savings

ROBS lets you use existing 401(k), IRA, or 403(b) funds to capitalize your business — tax-free and penalty-free. You need $50K+ in retirement savings and an active role in the business.

$5,000 One-time setup fee
$500/qtr Ongoing compliance

What's Included

Check Your Eligibility
ROBS 401(k) Process
Eligibility Check
C-Corp Formation
New 401(k) Plan
Retirement Fund Rollover
Business Funded
$0 in taxes or penalties

More ways to fund your business

ROBS isn't the only path. Explore alternative capital sources that may be right for your situation.

Private Stock Financing

Unlock liquidity from pre-IPO equity without selling your shares. Ideal for founders or employees with concentrated positions in private companies.

Learn More →

Home Equity Line of Credit

Leverage your home equity to access business capital at competitive rates. Fast funding with flexible repayment terms.

Learn More →

Margin Loans

Borrow against concentrated stock positions or public market portfolios to fund your business without liquidating investments.

Contact us for options

SBA 7(a) Loans

Government-backed small business financing with favorable terms. Up to $5M with longer repayment periods and lower down payments.

Contact us for guidance

Traditional Bank Funding

Lines of credit, term loans, and equipment financing from established lending institutions. Best for businesses with existing revenue.

Contact us for referrals

Compare your funding options

ROBS 401(k) HELOC SBA Loan Margin Loan Private Stock
Equity Dilution None None None None None
Tax Impact Tax-free Varies Interest deductible Varies Varies
Debt Created No Yes Yes Yes Yes
Speed 3-4 weeks 1-2 weeks 4-8 weeks 1-2 weeks 2-4 weeks
Qualifications $50K+ retirement funds Home equity Good credit, biz plan Stock portfolio Pre-IPO equity
Personal Risk Low Home at risk Personal guarantee Margin calls Limited

Common questions