Guides

Insights for managing concentrated stock positions

Explore strategies for diversification, tax deferral, and portfolio planning designed for founders, executives, and long-term investors holding large single-stock exposure.

Curious if your position qualifies?

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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?

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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 Fund GP Services LLC 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 Fund GP Services LLC. All rights reserved.

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 Fund GP Services LLC 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 Fund GP Services LLC. All rights reserved.

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 Fund GP Services LLC 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 Fund GP Services LLC. All rights reserved.