Want equity education from their startup*
Companies don't provide sufficient equity details*
Startup employees take personal financial risk to own stock options*
We work with finance teams to ensure company compliance while helping employees own their options.
No impact on 409A or capitalization table
Pay back only after an exit event
Preserve upside with ownership
Shareholders can get liquidity
Ensure your employees' equity-related questions are answered
- Employee education session and guides
- Equity planning tools
- Expert advice and financial planning
- Exercise and liquidity financing
What our clients say
When we asked our employees about one of the most meaningful financial wellness benefits we could offer, they asked us to help them understand and own their stock options ahead of important events like funding rounds so they know the implications and full cost of exercising their options.