Built on trust, proven in practice

Learn from our partners and clients how working with Sandbox has solved challenges and created opportunities.

Built on trust, proven in practice
An advisor working with Sandbox had as a client a public company CEO who needed to increase an $85M loan by $40-60M, secured by company equity.

Helping advisors grow AUM

An advisor working with Sandbox had as a client a public company CEO who needed to increase an $85M loan by $40-60M, secured by company equity. The existing lender couldn't handle the request due to volatility and cash flow constraints, but Sandbox was able to source the optimal structure, funding up to $225M.

Thanks to these efforts, the advisor is targeting $20–25M in AUM after years of building a relationship.

A pre-IPO employee with substantial equity needed liquidity for options exercise and tax obligations.

Unlocking private stock value

A pre-IPO employee with substantial equity needed liquidity for options exercise and tax obligations. Their wealth advisor turned to Sandbox, who identified a regional lender for a HELOC + unsecured LOC, sourcing up to $1.5M across multiple properties.

Not only has this solved the end user’s need, the advisor is positioned to solve for additional pre-IPO liquidity and capture post-IPO assets.

“What sets Sandbox apart is its leadership. I have known Ray Denis, Founder and CEO, and Marni Hirschfield Gomez, Head of Go-to-Market, for over 15 years. I can say without reservation that they are among the highest-caliber professionals I've encountered in this industry. Their integrity, expertise, and long-term vision are why I trust them so completely with our clients' liquidity needs.”6

Evan Troop

Founder and CIO, Troop Capital Management

A wealth advisor’s client needed to consolidate debt via a cash-out refinance on their primary residence while reducing overall servicing costs.

Sourcing liquidity to help ease a client’s retirement

A wealth advisor’s client needed to consolidate debt via a cash-out refinance on their primary residence while reducing overall servicing costs.

Sandbox sourced a mortgage lender that added debt while still lowering monthly expenses, creating a $5,000 per month reduction in interest expenses ahead of retirement.

A senior law firm partner sought financing to renovate their primary residence, and planned to do so by financing securities across multiple lenders.

Finding creative financing solutions

A senior law firm partner sought financing to renovate their primary residence, and planned to do so by financing securities across multiple lenders.

However, Sandbox was able to find a better solution: a construction loan that also refinanced the existing mortgage at a lower rate, securing business for the client’s advisor that otherwise would have gone to a competitor.

See the platform in action

Most advisors close their first transaction within 30 days of onboarding. See how.

Schedule a call