<aside> ✅ Our signature feature. The Thesis Builder Wizard is a step by step guide to help a customer or an advisor to build a bespoke principal hedged note.

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<aside> 🛠 Additional structures can be added to the wizard with tailored customer guide

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<aside> ⚡ Fig-Core structuring engine runs on sub-100ms speed for product construction turnaround.

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  1. After logging into account, click on “Discover” to be directed to Thesis Builder:

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  1. Select an Underlying Asset that the client wishes exposure to:

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  1. Select the direction of the exposure that the client prefers:

Bullish - upside exposure using net long calls
Bearish - downside exposure using net long puts
Sideways and unsure exposure are unused at the moment

Bullish - upside exposure using net long calls Bearish - downside exposure using net long puts Sideways and unsure exposure are unused at the moment

  1. Select the desired time horizon of exposure:

    At the moment, the max time horizon is capped at 1 year.

    At the moment, the max time horizon is capped at 1 year.

  2. (Optional) Select the desired strike price:

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  3. At any time, the top wizard bar can be clicked to go back to a previous step:

User can click on “Asset”, “Direction”, “Period”, and “Range” to go back to a previous step.

User can click on “Asset”, “Direction”, “Period”, and “Range” to go back to a previous step.