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@AskSecfi

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We work with startup employees to provide equity planning, stock option financing, and wealth management. Securities by Secfi Securities, LLC.

San Francisco, CA
Joined April 2017
Don't wanna be here? Send us removal request.
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@AskSecfi
Secfi
8 months
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.
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@AskSecfi
Secfi
3 years
Ouch. 🤯 Don't let your hard work go up in smoke. Make a plan for your options today.
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@AskSecfi
Secfi
3 years
With the right partner, exercising your options can be simple and stress-free. Speak with one of our equity advisors to understand your options today.
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
🎧 Up your game with these startup podcasts that will educate and entertain you at the same time. 🤓 What are your favorites?
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@AskSecfi
Secfi
3 years
It's never too early to start thinking about exercising your stock options. If you've got questions, we've got answers.
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@AskSecfi
Secfi
3 years
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:
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@AskSecfi
Secfi
3 years
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. 🪄
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
We get it, deciding when to exercise your stock options is a big decision. But making that decision early could mean more profit. #Secfi #StockOptions #EquityEducation #Startups
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@AskSecfi
Secfi
2 years
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:
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@AskSecfi
Secfi
2 years
Stock options can be confusing, but they don't have to be. Get a quick overview in our latest 'Ask Secfi' article. Do you have a question about your stock options? Email us at ask @secfi .com #Secfi , #StockOptions , #EquityEducation , #Startups , #IPO , #Tech
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@AskSecfi
Secfi
2 years
Tweet us. 👇
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
Today, we're celebrating 5 years of helping startup employees know their options to own their options! #Secfi #StockOptions #EquityCompensation #Startups #Compensation #startup #team
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
Red hot blockchain infrastructure startup @AlchemyPlatform is growing very fast — it’s tripled its valuation in just four months, and is now valued at $10.2 billion. The company has raised $564M in funding since 2017. #Secfi , #venturecapital , #fundinground , #Startups
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
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?
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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:
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@AskSecfi
Secfi
3 years
Let's talk about AMT (alternative minimum tax) and how you might be able to avoid paying it when exercising your ISOs. #Secfi #StockOptions #EquityEducation #IPO #Startups
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@AskSecfi
Secfi
3 years
👋 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.
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@AskSecfi
Secfi
1 year
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…
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
What do you prioritize when you negotiate compensation for your annual performance review?
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
Meet Ammon, one of our Equity Strategists who knows stock options, taxes, and IPOs like the back of his hand.
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
That's why we're proud to provide employees the knowledge and confidence to make informed decisions about their equity.
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
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
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@AskSecfi
Secfi
3 years
We never met a workplace benefit we didn't like, but we'd vote for equity compensation every time. 🗳️ How about you?
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@AskSecfi
Secfi
3 years
The most common mistake employees make with their stock options is inaction. Take advantage of our free resources and tools to make a plan today.
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
2 years
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:
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@AskSecfi
Secfi
2 years
We're eager to know...tweet us!👇👇
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@AskSecfi
Secfi
2 years
Got stock options...but not sure where to start? 🤔 Our Senior Director of Equity Strategy @ViejeP shares some helpful tips ahead of exercising, and why it’s so important to have a plan — live on @crunchbase , now. #startups #employeebenefits #education
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@AskSecfi
Secfi
3 years
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:
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
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.👏
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
That’s 105% higher than 2020 when only 410 similar companies went public. What's your prediction for 2022? #IPO , #Startups , #Unicorns
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
That's up 430% from the same time period 2020 when only 119 companies went public. 🚀 Source: @Nasdaq #StockOptions , #Startups , #IPO , #Unicorns
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@AskSecfi
Secfi
2 years
What stock options topic would you like to learn more about?
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@AskSecfi
Secfi
2 years
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!
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@AskSecfi
Secfi
3 years
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
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@AskSecfi
Secfi
3 years
If you believe your company will continue to grow and have an exit (IPO or get acquired), exercising earlier usually maximizes profit while minimizing taxes at the same time. #StockOptions , #Startups , #IPO , #Unicorns , #Secfi , #Hiring , #Careers
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
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
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@AskSecfi
Secfi
4 years
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.
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
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
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
3 years
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.
@packyM
Packy McCormick
3 years
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. 💰
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@AskSecfi
Secfi
3 years
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. 💪
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
4 years
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
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
3 years
Find out how much it will cost to exercise your stock options, including any taxes. Our Tax Calculator is simple and free. Here's how it works... #StockOptions #EquityEducation #Startups #IPO #unicorns
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@AskSecfi
Secfi
2 years
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!
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
3 years
“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
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@AskSecfi
Secfi
3 years
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.
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@AskSecfi
Secfi
4 years
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:
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@AskSecfi
Secfi
3 years
Learn more about avoiding AMT on your ISOs and whether or not it might be the best option for your situation.
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@AskSecfi
Secfi
2 years
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?
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
3 years
We use @airtable ourselves at Secfi, and love the product. #Startups #IPO #Unicorns #StockOptions
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@AskSecfi
Secfi
2 years
🔊 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
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@AskSecfi
Secfi
3 years
🔮 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.
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@AskSecfi
Secfi
2 years
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.👏
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@AskSecfi
Secfi
3 years
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:
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@AskSecfi
Secfi
4 years
2020 is the year to exercise your options. Here's everything you need to think it through. #startuplife
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@AskSecfi
Secfi
4 years
Companies are staying private longer. 𝟏𝟑 yrs | █ 𝟏𝟏 yrs | █ █ | █ █ 𝟒 yrs | █ █ █ ──────── '99 '14 '20
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@AskSecfi
Secfi
2 years
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
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@AskSecfi
Secfi
2 years
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.
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@AskSecfi
Secfi
2 years
Exercising your options could be one of the biggest financial decisions you ever make. Here a few things to keep in mind when identifying the financing right partner. #Secfi , #StockOptions , #EquityEducation , #Startups , #IPO , #Tech
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@AskSecfi
Secfi
2 years
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 :
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@AskSecfi
Secfi
2 years
❌ 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.
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@AskSecfi
Secfi
4 years
One of our resident tax experts shares advice about Biden's tax plan and what it means for your equity compensation.
@ViejeP
Vieje Piauwasdy
4 years
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
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@AskSecfi
Secfi
3 years
So, your company is about to IPO. 💥 Congrats! 🎉 We're breaking down exactly what that means for your stock options. #IPO #Startups #EquityEducation #StockOptions #unicorns
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@AskSecfi
Secfi
4 years
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 👇
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@AskSecfi
Secfi
2 years
The calculations on this one are painful…but we suspect @MagicJohnson ended up doing just fine. 🤷 Have you ever passed on purchasing stock options and regretted it later? #StockOptions , #Startups , #startupadvice
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@AskSecfi
Secfi
4 years
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
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