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Prepare for the Rubrik IPO

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Webinar recording

Prepare for the Rubrik IPO


Prepare for the Rubrik IPO

Financial advice for the tech world

Get personalized financial advice and investment management that starts with your equity and continues with your financial goals.

Learn more about Secfi Wealth

An exclusive live session for Rubrik employees.

Rubrik is on the promising path towards an IPO, recently filing its S-1. While the exact timing of when Rubrik will go public is not known, you’re at an exciting inflection point that most companies, and startup employees, never reach.
Take the time now to make a plan regarding your stock options, RSUs, and/or shares. Making informed decisions now can minimize your tax liability, help you retain more value in your equity, and help you prepare what to do after the IPO.

The goal is to create flexibility, with a plan that is tailored to your goals and financial wellbeing. In this session, you'll get an overview of what you can do now to prepare for an IPO, how to approach those decisions, and the ability to ask our experts any questions.

In this session you’ll learn:

1.How to approach exercising your stock options

2.How to balance taxes, risk, and reward when exercising and later potentially selling your public shares

3.How to think about being a good steward of your wealth going forward