clouds2
clouds1

Your stock keeps growing but it's stuck behind a huge tax bill

Craft makes it a life you live. Diversify your concentrated stock, defer the gains, and earn income without selling.

Talk to us

See your outcome

This is what the number was always for

Diversify

Protect your portfolio

A concentrated position is one bad earnings call, one market shock, or one missed quarter away from wiping out years of gains. Contributing to a Craft exchange fund immediately spreads your risk across a diversified portfolio.

Tesla

down 65% in 2022

Now

Intel

down 59% in 2024

Now

PayPal

down 62% in 2022

Now

Lululemon

down 46% in 2025

Now

Standard investing

Today

Tax Event

Exit

Craft Investing

Today

Tax Event & Exit

Tax happens later

Standard investing

Today

Tax Event

Exit

Craft Investing

Today

Tax Event & Exit

Tax happens later

Defer

Give your capital time to grow

Your stock enters the fund without triggering capital gains.

100% of your pre-tax position stays invested.

Earn

Monthly cash distributions

Your stock generates ongoing cash flow without being sold. Distributions are structured for tax efficiency and paid monthly.

Total Funds

$263,220

Total yield earned: +$13,220

Yield earned this year

+$4,903

Craft Rate

6.00%

Total Funds

$263,220

Total yield earned: +$13,220

Yield earned this year

+$4,903

Craft Rate

6.00%

See your outcome

See your outcome

Hear how Craft works from the people behind it

Hear how Craft works from the people behind it

What is an exchange fund?

Izzy

Founder, Craft

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

What is an exchange fund?

Izzy

Founder, Craft

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

What is an exchange fund?

Izzy

Founder, Craft

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

Why is Craft different?

What happens if Craft goes out of business?

Exchange fund vs sell & reinvest?

What do I get after 7 years?

Are there any fees involved?

How does the loyalty program work?

Is this too good to be true?

What is an exchange fund?

The people building today's most valuable companies use Craft

Over 500 families and founders use Craft to stay ahead of their tax exposure.

“Diversifying a concentrated position without triggering taxes immediately changed how we manage risk across our portfolio. “

Seth Berman

General Partner - Susa Ventures

"The combination of diversification, tax deferral, and optional aviation access makes Craft uniquely flexible and best for me overall”

Jordan Lowe

Founder - Deft (Summit Company)

"From a founder’s perspective, Craft is one of the few strategies that improves liquidity without forcing a sale.

Sheel Tyle

Founder & Co-CEO - Collective Global

“Diversifying a concentrated position without triggering taxes immediately changed how we manage risk across our portfolio. “

Seth Berman

General Partner - Susa Ventures

"The combination of diversification, tax deferral, and optional aviation access makes Craft uniquely flexible and best for me overall”

Jordan Lowe

Founder - Deft (Summit Company)

"From a founder’s perspective, Craft is one of the few strategies that improves liquidity without forcing a sale.

Sheel Tyle

Founder & Co-CEO - Collective Global

“Diversifying a concentrated position without triggering taxes immediately changed how we manage risk across our portfolio. “

Seth Berman

General Partner - Susa Ventures

"The combination of diversification, tax deferral, and optional aviation access makes Craft uniquely flexible and best for me overall”

Jordan Lowe

Founder - Deft (Summit Company)

"From a founder’s perspective, Craft is one of the few strategies that improves liquidity without forcing a sale.

Sheel Tyle

Founder & Co-CEO - Collective Global

Institutional safeguards at every layer of your investment

SEC Registered

Custodied with UBS

ARGUS Platinum Rated

FAA Part 135 Certified

Institutional safeguards at every layer of your investment

SEC Registered

Custodied with UBS

ARGUS Platinum Rated

FAA Part 135 Certified

Institutional safeguards at every layer of your investment

SEC Registered

Custodied with UBS

ARGUS Platinum Rated

FAA Part 135 Certified

"This is the right product at the right time. Craft is opening a structure historically reserved for the ultra-wealthy to the people building today's most valuable companies."

— Seth Berman, Susa Ventures via WealthManagement.com, May 2026

Link to article

Link to article

SEC Registered

Member of SIPC

Secure Asset Protection

Privacy by Design

Frequently Asked
Questions

Frequently Asked
Questions

What's the difference between an ETF and an exchange fund?

How does the exchange defer tax?

You contribute shares in-kind to the partnership in exchange for fund interests. No sale, no realization event, no immediate capital gains tax. Your cost basis carries over.

Why aircraft instead of real estate?

What's the lock-up?

What are the fees?

Do I have to use the aviation benefits?

What's the difference between an ETF and an exchange fund?

How does the exchange defer tax?

You contribute shares in-kind to the partnership in exchange for fund interests. No sale, no realization event, no immediate capital gains tax. Your cost basis carries over.

Why aircraft instead of real estate?

What's the lock-up?

What are the fees?

Do I have to use the aviation benefits?

What's the difference between an ETF and an exchange fund?

How does the exchange defer tax?

You contribute shares in-kind to the partnership in exchange for fund interests. No sale, no realization event, no immediate capital gains tax. Your cost basis carries over.

Why aircraft instead of real estate?

What's the lock-up?

What are the fees?

Do I have to use the aviation benefits?

Explore Craft with your favorite AI

Ask ChatGPT, Claude, Perplexity, or Gemini how Craft could work for your position

Stop watching the number. Start living it.

Diversify your concentrated stock, defer capital gains, and earn a return with the option to fly private while you do it.

Talk to us

Talk to us


Company

Company

Contact Us

Linkedin

Instagram

X (Twitter)

Resources

Guides

Case Studies

Articles

FAQs

Free Calculator

Legal

Legal

Documents

FINRA BrokerCheck

Privacy Policy

Terms of Use

Craft Advisors, LLC ("Craft Advisors") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Craft Advisors is a wholly owned subsidiary of Craft Financials Inc. ("Craft"). Advisory services are available only to U.S. residents in jurisdictions where Craft Advisors is registered or exempt.

Pod Securities LLC ("Pod Securities") is a broker-dealer registered with the SEC and a member of FINRA and SIPC. SIPC protection applies only to securities held in customer accounts at Pod Securities in the event of broker-dealer insolvency and does not protect against investment losses, fund performance, or declines in market value. Additional information is available at brokercheck.finra.org.

Craft Financials Inc., which operates this website, is not a registered broker-dealer or investment adviser and does not provide investment advice or recommendations. Account holdings, portfolio allocations, illustrative figures, and references to the fund are shown for illustrative purposes only and do not represent actual investor results. Investing involves risk, including possible loss of principal. The fund is offered only to accredited investors and qualified purchasers, exclusively through the Confidential Private Placement Memorandum, which should be read in full.

Testimonials and endorsements appearing on this site reflect the views of the individuals at the time given and are not representative of any other client's experience. No cash compensation was paid. Certain individuals identified as investors hold an economic interest in the fund and therefore have a financial incentive to promote it. Testimonials are not indicative of future performance. Past performance is not indicative of future results. By using this site you agree to Craft's Terms of Service and Privacy Policy. For complete disclosures, see the Legal Hub.

© 2026 Craft Platform Inc. All rights reserved.

Company

Company

Contact Us

Linkedin

Instagram

X (Twitter)

Resources

Guides

Case Studies

Articles

FAQs

Free Calculator

Legal

Legal

Documents

FINRA BrokerCheck

Privacy Policy

Terms of Use

Craft Advisors, LLC ("Craft Advisors") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Craft Advisors is a wholly owned subsidiary of Craft Financials Inc. ("Craft"). Advisory services are available only to U.S. residents in jurisdictions where Craft Advisors is registered or exempt.

Pod Securities LLC ("Pod Securities") is a broker-dealer registered with the SEC and a member of FINRA and SIPC. SIPC protection applies only to securities held in customer accounts at Pod Securities in the event of broker-dealer insolvency and does not protect against investment losses, fund performance, or declines in market value. Additional information is available at brokercheck.finra.org.

Craft Financials Inc., which operates this website, is not a registered broker-dealer or investment adviser and does not provide investment advice or recommendations. Account holdings, portfolio allocations, illustrative figures, and references to the fund are shown for illustrative purposes only and do not represent actual investor results. Investing involves risk, including possible loss of principal. The fund is offered only to accredited investors and qualified purchasers, exclusively through the Confidential Private Placement Memorandum, which should be read in full.

Testimonials and endorsements appearing on this site reflect the views of the individuals at the time given and are not representative of any other client's experience. No cash compensation was paid. Certain individuals identified as investors hold an economic interest in the fund and therefore have a financial incentive to promote it. Testimonials are not indicative of future performance. Past performance is not indicative of future results. By using this site you agree to Craft's Terms of Service and Privacy Policy. For complete disclosures, see the Legal Hub.

© 2026 Craft Platform Inc. All rights reserved.

Company

Company

Contact Us

Linkedin

Instagram

X (Twitter)

Resources

Guides

Case Studies

Articles

Blog

Free Calculator

Legal

Legal

Documents

FINRA BrokerCheck

Privacy Policy

Terms of Use

Craft Advisors, LLC ("Craft Advisors") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Craft Advisors is a wholly owned subsidiary of Craft Financials Inc. ("Craft"). Advisory services are available only to U.S. residents in jurisdictions where Craft Advisors is registered or exempt.

Pod Securities LLC ("Pod Securities") is a broker-dealer registered with the SEC and a member of FINRA and SIPC. SIPC protection applies only to securities held in customer accounts at Pod Securities in the event of broker-dealer insolvency and does not protect against investment losses, fund performance, or declines in market value. Additional information is available at brokercheck.finra.org.

Craft Financials Inc., which operates this website, is not a registered broker-dealer or investment adviser and does not provide investment advice or recommendations. Account holdings, portfolio allocations, illustrative figures, and references to the fund are shown for illustrative purposes only and do not represent actual investor results. Investing involves risk, including possible loss of principal. The fund is offered only to accredited investors and qualified purchasers, exclusively through the Confidential Private Placement Memorandum, which should be read in full.

Testimonials and endorsements appearing on this site reflect the views of the individuals at the time given and are not representative of any other client's experience. No cash compensation was paid. Certain individuals identified as investors hold an economic interest in the fund and therefore have a financial incentive to promote it. Testimonials are not indicative of future performance. Past performance is not indicative of future results. By using this site you agree to Craft's Terms of Service and Privacy Policy. For complete disclosures, see the Legal Hub.

© 2026 Craft Platform Inc. All rights reserved.