Big news!
@cartainc
+ Secfi = More powerful equity planning 💪
Now, you can easily integrate your Carta account with Secfi.
Our partnership allows all startup employees to focus on what matters most: Making better decisions about their equity.
Everyone's situation and comfort with risk is unique. That's why we offer resources to help you make informed decisions for your personal circumstances.
We've heard one thing from almost every startup employee we've worked with: 'Wish I'd exercised years ago.' Make a plan and make it happen.
Get started today:
How much will it cost to exercise my stock options now compared to after IPO? 🤔 A simple question with a not so simple answer.
Good thing we've got a tool for that. 🪄
You bring your whole self to work, investing it all in your high-growth startup. Now you just need to tools and resources to see the reward of all of your hard work.
Find out how much you might potentially bring home if your company IPOs or exits using our stock options exit calculator.
It just takes 2 minutes to get started.
#Secfi
,
#StockOptions
,
#Startups
,
#IPO
,
#Tech
If you've got an offer in hand with
#stockoptions
, but can't figure out what the value is - you're not alone.
Since very few
#startups
explain stock options well, we're stepping up to fill the gap in our latest "Ask Secfi" blog post.
Check it out:
Women are deeply invested in
#startups
, but conversations concerning women’s financial and investment strategy are still few and far between - with fewer women participating in stock option exercising and capital markets
then men.
#womeninbusiness
#womenintech
For new grads, getting an offer letter with
#stockoptions
is thrilling. Then reality sets in when they realize they have to buy them — and pay
#taxes
.
We have some ideas on how you can afford them even if it's early on in your career:
#startups
#tech
In our recent survey, 87% of startup employees said they stayed at their job as a result of the equity education while only 78% stayed for the stock options themselves. What do YOU value most at work?
#Secfi
,
#StockOptions
,
#EquityEducation
,
#Startups
,
#IPO
,
#Tech
It's tax time! If you exercised in 2020, make sure you received the proper documents from your employer before you file. Also note that the filing deadline has been extended to May 17th.
We're talking success, challenges, and career paths on this episode of Moving Up. Join our CEO
@AFMijnhardt
for a conversation about his journey from consultant to startup CEO.
#podcast
#CEOTalks
#startup
Knowledge is power. 🤓 💪 Understanding how 409A changes influence your upfront costs of exercising stock option will help you feel more confident about timing your exercise.
Get the details in our simple guide.
While a cashless exercise may be the safest exit route, it has its downsides. Equity Strategist
@makabunker
breaks it down in simple terms. Find out if it's right for you.
Want to learn more?
The eternal question: When is it best to exercise stock options? ⚖️ We weigh the pros and cons of exercising early versus waiting in our most recent ""Ask Secfi"" post.
Do you have a question about your stock options? Email us at ask
@secfi
.com
Our Senior Director of Equity Strategy answers a question with another question…and for good reason.
Our latest “Ask Secfi” post 📝 explains why source of funding matters, and the potential it has for the good, the bad, and the terrible.
#StockOptions
#Startups
#Tech
Would you believe it if we told you less than half of employees actually receive these key details about their equity from their employer?*
Take a peek, and if you’re missing anything on this checklist…there’s no better time to ask. 🗣🗣
*Source: Secfi survey, 2021
#Careers
Leaving your company — by choice or not — usually means you'll have just 90 days to exercise your stock options.
Find out how one startup employee made one of the biggest financial decisions in his lifetime quickly, and with no regrets:
👋 We're startup employees just like you, so we get how complex equity compensation can be. 😖 That's why we've made it our mission to provide simple tools and resources that will help you break it down and set a plan to exercise in motion.
Stripe’s $7B funding round is raising eyebrows, not just because it’s the largest ever.
But because they took a large valuation cut to get it. And, it’s all for an employee tender offer.
@ViejeP
has been speaking with our Stripe clients about what it means for them, and what…
Trusted by thousands, we've doubled our team and added a third office in NY to provide you with unmatched expertise in equity planning.
Reach out if we can help you navigate financial decisions around your equity.
Before turning in your notice, take a minute to explore what happens to your stock options when you leave. 👋 🚀 See what you need to know about your stock options when you leave your company.
Equity compensation can be confusing. That's why we created simple tools to help you make a strategic plan of action to own your options.
Sign up for a free account today to make a plan to accomplish your goals.
That is THE question, right? The answer - which is equal parts practical, competitive, and cultural - is explained in our latest "Ask Secfi" post. Check it out:
Have a question about your stock options? Email us at ask
@secfi
.com.
New rounds of funding can change a company’s 409A valuation, but raising venture capital isn’t the only indicator of startup health. 📈📈 Learn more in our latest “Ask Secfi” article, live on Secfi Learn!
#Startups
#StockOptions
#venturecapital
ISOs. NSOs. You've heard the terms, but what's the difference? And does it really matter what type of stock options you have? We're breaking it down in under one minute.
#Secfi
#EquityEducation
Hello startup community, meet Secfi Wealth ✋. Financial advice and wealth management designed for startup employees.
We can help you with the tough equity (and financial) questions, no matter your net worth, or what company you work for. Check it out.
Behind every good startup is a great team. Our CEO
@AFMijnhardt
makes a strong case for finding — and keeping — top talent by treating employees like the investors they are. 🤝
Find the full writeup in
@forbes
here:
Nobody wants to leave money on the table, but billions of dollars in unexercised stock options get left behind by startup employees annually.
#StockOptions
#Startups
#IPO
#EquityEducation
Ready to make a plan? Start with our Stock Option Starter Guide:
Taxes can be a real heartbreaker if you don't plan ahead. 💔 The first step is finding out how much you'll owe.
Pop on over to our exercise tax calculator to find out.
With employees paying more than $11B in unnecessary taxes at exercise last year, we're helping employees get clear on what equity is (and isn’t) to better understand, plan for, and unlock the value of their stock options…and we’re just getting started.👏
If your team's got stock options…they’ve probably got questions.🤷
Announcing Secfi for Startups: a suite of tools to provide your employees with the education, financing, liquidity, and planning they need to own their equity.
#retentionstrategy
We've had the pleasure of working with employees at 80% of U.S. unicorns, and one of them may just been on your Zoom meeting.
See how you can make the most of your equity today.
There's no perfect time to sell your startup stock, but a “do nothing” strategy is usually the least advantageous. Weighing these five factors will help you make the decision that's right for you.
Get more guidance.
Drum roll, please…🥁🥁
So proud to announce our spot on this year’s
@Forbes
America’s Best Startup Employers list! Here’s to helping employees just like us know and own their options…and having some fun along the way! 🎉
Come join us!
A new round of funding is a time to celebrate! 🍾 Your company just got more valuable. Did you know it can also increase the cost to exercise your stock options?
#Secfi
#StockOptions
#EquityEducation
#Startups
Give them what they want (what they really, really want)! Stock option education’s the latest and greatest financial wellness benefit to offer your employees, and — as it turns out — we’ve got just what you need.
Get started today! 💃
#Startups
#StockOptions
#EquityEducation
2020 was a record-setting year for IPOs. 🔔 📈 402 companies went public.
While that made for happy founders and investors, we wondered how employees fared with their equity options. So we dove into the data to uncover trends - here's what we found...
1/7
Huge congrats to everyone
@Snowflake
! What an
#IPO
. Wow. We are often asked, "should I exercise my
#options
pre-IPO?" We took a look at the math. Spoiler alert: think about exercising early and talk to an equity advisor to make a plan.
Competing for talent is a real challenge, but offering equity education as an employee resource is an easy way to build more value into employment offers.
Together, we can make stock options make sense. 🤝 Reach out to learn more!
#hrchallenges
It's one of the biggest financial decisions you might ever make.
Take advantage of our "Exercise Timing Planner" tool to find the best time to exercise your stock options for your unique financial situation.
Get started:
#Startups
#Tech
#StockOptions
Does it make sense to accept a pay cut in favor of stock options? We explore this and more in our most recent "Ask Secfi" post.
Have a question about your stock options? Email us at ask
@secfi
.com.
#Secfi
,
#StockOptions
,
#EquityEducation
It's exciting when your company raises a new round of funding, but it can impact your stock options in unexpected ways.
Here's guidance about what to consider before making a move:
Have questions about your own stock options? Email ask
@secfi
.com.
Startup employees don't want to leave money on the table. But it's all too common. We're honored to partner with
@packyM
in his latest
@NotBoringShow
feature to explain the reasons options go unexercised and how we're helping to solve them.
A dirty little startup secret is that employees don't understand their stock options. In 2020, they left $4.9 billion on the table by not exercising pre-IPO options.
I teamed up with
@AskSecfi
to fix that. Read to learn how startup stock options work. 💰
You did it! 🥳 The job offer is in and includes stock options (exciting!). Before you accept or counter offer, check out this list of questions to make sure you fully understand the value you're being offered and can negotiate from a position of power. 💪
Equity compensation is complicated. But it understanding it doesn't have to be hard. And we can help. Empowered employees are happy employees. Give them the resources they need to know their options, so they can own their options.
Here's a fun tool.
Add your startup options, and it breaks down the taxes you will owe upon exercising, and suggest tax-reducing strategies.
#startuplife
Stock options are an attractive benefit, but most employees don’t understand them and can't afford to exercise. We can solve both of those problems!
We've partnered with many companies to provide an education program and financing options. Contact hello
@secfi
.com to connect.
Equity education’s hard to come by, especially for women in startups. We’re hosting a (free) event with industry-leading female panelists to discuss
#tax
strategy, negotiating
#equity
compensation, and how to factor options into your financial planning.
Spread the word!
You applied, nailed the interviews, accepted the offer, and started working. Congrats! 🎉 Now you have stock options, right? Not quite.
Find out how
#stockoptions
work, what they're worth, and what you need to do in our simple guide.
If you've recently left your job, an acquisition can complicate an already difficult decision. Dive into our 'Ask Secfi' blog post for a better understanding of all of the issues to consider when moving on.
Payments platform
@Checkout
is profitable, growing fast, and this week raised $1 billion in
#venturefunding
at a $40 billion valuation.
Investors love the company’s focus on major customers like
@netflix
and
@pizzahut
, who experience a huge volume of transactions each month.
Equity compensation has the potential to change your employees financial lives, but the value diminishes when employees don't understand the benefit.
We can help offer your employees the support and resources they need.
91% of startup employees say they’d feel more valued if their company offered equity education. For many, it's the effort that counts.
Start building your company’s program with these simple steps. And if you need more resources or tools, just ask!🙋
#EquityEducation
#Startups
“I have the pleasure of helping the startup community understand and secure the much-needed financing to own their stock options."
Learn more about our VP of Marketing, Shanna Leonard, in this week's Female
#FinTech
Fridays!"
#womenintech
Is your company gearing up to go public? 🏆 If you haven't exercised your stock options yet, you'll want to check out these quick tips to make sure you're prepared.
Just minutes ago we publicly launched our Profit Simulator tool on
@ProductHunt
.
Many of us in the startup community own stock options, but it's v difficult to understand their value.
We built this tool to show how much you could gain, & how taxes effect it.
Feedback welcome:
It's tax time! Our Stock Option Tax Calculator estimates how much you'll owe in 3 simple steps.
1️⃣ add your option grants
2️⃣ get a detailed estimate of the taxes you will owe when exercising
3️⃣ see your potential return after
#taxes
Ready to get started?
If you’ve worked for a number of startups in a row that haven't gone public, you may be wondering if you should prioritize salary or other benefits over equity.
It's a fair question we're exploring in our latest 'AskSecfi' post.
🔊 Calling all recruiters. 🔊 Stock options are a valuable benefit, but many employees don't understand them or can't afford to exercise them.
Have you ever lost a candidate because they didn't understand the equity compensation in the job offer?
#startup
#startupbusiness
🔮 Wondering what to do with your stock options when you leave your company? Or how a new funding round means for your equity? We're answering the most common questions we get at Secfi.
Many companies give employees 90 days to exercise their stock options post-termination…and though some have extended this window (in some cases, up to 10 years), there may be drawbacks to taking the extra time. Our advice? Know your options and build a plan that works for you.👏
Exciting news for
@udemy
employees! Now is the time to get your equity sorted so you're in the best possible position ahead of the IPO.
We may be able to help. Check out our tools and resources and reach out with any questions:
If you're looking to gain a competitive edge, equity education is a valuable recruitment tool. 🔧
Secfi helps provide the resources and expertise your employees need to understand, plan for, and unlock the value of their stock options.
#Startups
Instacart has delayed plans to IPO this year, and cut their valuation more than once.
The silver lining for employees: the cost to exercise your stock options this year could already be ~$469.5K less.
Here’s how, and what all employees can still do ahead of an IPO.
For better or worse, Bolt’s Ryan Breslow got one thing right: when it comes to stock options in the startup space, the system is broken.
@afmijnhardt
weighs in for
@FortuneMagazine
:
❌ If you're ready for your next job but are nervous about leaving your equity behind, we've got some advice for prepping your transition. 👋 Get our tips in the latest "Ask Secfi" blog.
FRIDAY THREAD TIME!
I've been getting a lot of questions about Biden's tax plan and how it may affect equity comp.
Unfortunately, startup employees with stock options and other forms of equity compensation DO have to worry about Biden's tax plan.
🧵👇
1/12
It's year-end tax planning time 🥳!
Fun? Not always. Important? Yes. There are some 'use it or lose it' optimizations for your ISOs / NSOs.
For your convenience, here's everything you need to know.
Brought to you by
@ViejeP
, a thread 👇
Sign up now for our next webinar, where we'll cover:
✅ Current market dynamics for late-stage growth companies
✅ The state of capital markets
✅ Stock market performance vs. economic reality
✅ If VCs are ready to fund new and early-stage startups