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learn
- What is the alternative minimum tax (AMT) and how does it work?
- 83(b) election for stock options: when it makes sense to file
- Should you exercise stock options after leaving your company?
- When should you hire a financial advisor?
- Maximizing your employee stock options for long-term gains: ISOs, NSOs, and IPO strategies
- The new startup benefit: Equity education
- How to calculate taxes on underwater employee stock options
- 3 reasons why now is not the time to give up on your equity
- Non-recourse financing for stock options: what it is and how it works
- How to value the stock options in your startup job offer in 2025
- Should I stay in my underpaid startup job and wait for the IPO, or move on?
- The Snowflake IPO: A case study in tax savings from exercising early
- Why this engineering leader chose Secfi to finance his stock options
- How to Make the Most of NSO Stock Options Tax Treatment: A Guide for Startup Employees
- My company is going public or getting acquired
- The surprise factor: Why exercising your stock options can be far more expensive than you expect
- How to interpret post-termination exercise language in your stock option contract
- Why Joe financed his stock options exercise after leaving Confluent with non-recourse funding
- Can you ask for stock options after you’ve already started your job?
- Stock options for executives: How to actually decide what to do next
- How Secfi exercise and liquidity financing works for startup equity
- What is capital gains tax for stock options?
- How to choose a stock option financing partner
- 11 questions to ask when negotiating a job offer including stock options
- How to avoid AMT when you exercise your stock options
- Barry chose Secfi’s equity financing because of the people, transparency, and reduced risk to own his options
- How are stock options taxed? What employees need to know before exercising
- You're leaving your company — should you take the exercise deadline extension?
- My startup got acquired right after I left. What should I do with my stock options?
- What is a strike price and why does it matter for your stock options?
- Am I about to get diluted?
- How do I model different IPO outcomes for my equity?
- Two high-income tech employees hired a financial advisor to help with their equity, finances, and estate planning
- What does an IPO mean for my stock options?
- Tool to track and model private company equity
- Exercising stock options
- What happens after you’ve exercised your stock options?
- Tool to help me decide whether to sell stock options or hold
- Can you explain stock options basics to a total novice?
- Can I DIY my financial plan?
- The DoorDash IPO: How the average pre-IPO employee left about $924,000 in potential stock option tax savings on the table
- How to choose the right financial advisor (and why it’s so hard)
- How to Calculate the Value of Your Startup Stock Options
- Wealth management for people with equity
- How recruiters can accurately explain equity compensation to candidates
- Stock option tax planning
- What is the strike price of an employee stock option?
- 2021 State of Stock Options Report
- How does the IRS calculate a capital loss on stock options?
- Avoid the 7 most common employee stock option mistakes
- What is 409A valuation?
- 3 ways to manage your stock options in a down market
- Should I sell my stock options to pay down my mortgage?
- How to pay for stock options as a startup employee or executive
- Is there a dashboard or tool to manage AMT and equity?
- Bridging the pre-wealth gap
- How much do I owe in taxes from a cashless ISO sale?
- When to exercise stock options: What to consider before you decide
- ESO Fund vs EquityBee vs Secfi: Which stock option financing provider is right for you?
- 5 questions startup employees should ask a prospective financial advisor
- The most common questions about startup stock options
- Should you exercise your stock options before an acquisition?
- What is the $100k rule? A guide to the ISO/NSO split
- My employer wants to revise my signed stock option agreement
- How to navigate risk and reward with stock options
- Why a Stripe employee hired a financial advisor and decided to sell in a tender offer
- Forge Global (formerly Sharespost) vs. Equityzen vs. Secfi
- Exercise Now or Wait Until 2021? Three Tax Saving Considerations
- Should I exercise my stock options?
- How much will it cost to exercise my options now vs after IPO?
- Is it better to use a CPA or a dedicated platform for AMT planning?
- Does my company withhold taxes when I exercise my stock options?
- How does the IRS define "long-term capital gains"?
- How do you exercise stock options? Everything you need to know
- What to know about different startup exit scenarios
- How do I compare different stock option exercise strategies financially as an executive?
- Does selling stock options bump me up into a higher income tax bracket?
- 4 reasons why waiting until next year to exercise your stock options could be a mistake
- How does my employer set the stock option strike price?
- Are my stock options worth it?
- What does a new round of funding mean for my stock options?
- The AMT crossover and how to exercise ISOs tax-free
- When should I exercise ISOs from my publicly traded employer?
- How soon after I hit my 1-year cliff can I quit?
- What is a 409A valuation, and how does it affect stock options?
- Here are 3 things you should do with your stock options
- Who are some wealth advisors with experience in stock options?
- How can a financial advisor help with your equity?
- Why a startup sales director hired a financial advisor to make better equity decisions
- How are stock options taxed in California?
- Cashless exercise options: How to exercise stock options without paying cash upfront
- What are my options if I need to exercise quickly but want to avoid taking on personal debt?
- Should I accept a tender offer? What startup employees should know
- What happens to my stock options when my startup gets private equity funding?
- The Importance of Real Estate
- How does raising a new round of funding affect employee stock options?
- Yes, you get taxed when you exercise startup stock
- Why would anyone exercise their stock options early?
- Anatomy of an IPO
- The AMT Credit. Exercise Now, Save Later.
- What platforms help forecast AMT and long-term capital gains together?
- When should you sell your stock options?
- The history of employee stock options
- Why don’t candidates get more information about stock options?
- Introducing the Equity Planner: A simple way to make informed decisions about your stock options
- How to value stock options in a job offer letter
- Why exercising stock options gets more expensive over time
- What happens to my stock options when I leave my company?
- Investing with Secfi Wealth
- Platforms that combine AMT modeling with equity planning
- Should you get a loan to exercise your startup stock options?
- How to estimate your tax liability when exercising stock options
- The Airbnb IPO: Here's how the pandemic impacted employees' stock options
- Startup equity dilution: What it is, when it happens, and how it affects you
- What information do I need when exercising stock options?
- ISOs vs. NSOs: What’s the difference?
- Why we built Maeve
- How do new grads afford their stock options?
- How much are my shares actually worth?
- What is non-recourse financing for stock options?
- Quitting my job on the eve of my 1-year vesting cliff
- What happens to employee stock options if the company fails?
- 5 common risks when exercising stock options
- Can I sell my pre-IPO shares?
- How your stock options and RSUs are taxed if you leave California
- Election impacts on investing
- What to do with your stock options if you get laid off
- What is a stock option blackout period?
- How much will it cost to exercise my stock options?
- Should you sell pre-IPO shares? Explore secondary markets and your alternatives
- Incentive stock options (ISOs) and taxes: the complete guide
- How to exercise your employee stock options
- Why we play Moneyball with client portfolios
- How do I know when to exercise my stock options?
- How to decipher the stock options in your offer letter
- Why a Happy Money executive introduced Secfi to the whole company
- Startup equity report: The State of Stock Options 2020
- Why a tech recruiter wanted a financial advisor that understood private stock options
- How do people get rich from their employee stock options?
- When should you exercise your stock options?
- Which wealth advisor can help me minimize AMT when exercising a large number of ISOs as an executive?
- The complete guide to starting a new job with employee stock options
- How do I keep track of all my startup stock options in one place?
- Guide to Navigating a Tender Offer
- How do I compare the cost of non-recourse financing vs the shares I’d give up in a cashless exercise?
- What’s the best way to model different stock option exercise strategies before making a decision?
- Secfi’s partnership with Carta: Enhancing equity planning for the startup community
- What is the preferred share price?
- How to exercise your stock options
- 10 best tools for managing startup equity shares: Top options compared
- What is a stock option vesting schedule?
- Do pre-IPO stock options count toward my net worth?
- Why shouldn't I collect a ton of equity by job-hopping?
- How to value private company shares: A guide for employees
- What is the best end-to-end platform for managing stock options, taxes, and liquidity decisions as an executive
- How are incentive stock options (ISOs) taxed?
- What is the AMT credit?
- How much will it cost to exercise my stock options?
- Secfi for Startups
- Q3 2023 Product Update
- Prepare for the Wiz IPO
- 2022 State of Stock Options report
- How do I finance exercising my stock options as an executive?
- What is a restricted stock unit (RSU)?
- Daffy and Secfi announce partnership to make charitable giving simple for startup employees
- Should I sell my stock pre-IPO or post-IPO?
- RSUs vs. stock options: Which to choose?
- Starting a new job with stock options
- Selling pre-IPO company equity
- How are non-qualified stock options (NSOs) taxed?
- What decisions do I need to make when my company goes public?
- How to help avoid AMT when exercising options
- The complete employee stock option starter guide
- The SpaceX IPO: What the average employee may have left on the table
- Once burned by a 90-day exercise window, this founder is extending it to 10 years
- Non-recourse vs personal loan for exercising stock options — which is better?
- Meet Secfi’s newest senior leadership hires
- Why a senior startup leader facing a high tax bill used equity financing
- Is there a platform that combines tax, financing, and equity modeling in one place?
- Why a startup employee used Secfi to buy her stock options
- Pre-IPO stock liquidity solutions: how to decide what works best for you
- What is a cashless exercise?
- The complete guide to selling pre-IPO company equity
- 3 things your financial advisor should know about equity
- Exercising your Employee Equity
- I want to test different stock option exercise strategies—what tools let me do that?
- How to use stock options to attract and retain employees
companies
- Databricks
- Netskope
- Betterment
- Upgrade
- Egnyte
- Doordash
- ServiceTitan
- Turo
- Flock Safety
- Applied Intuition
- Intercom
- Shield AI
- Anduril Industries
- Alphasense
- Groq
- Remote
- Huntress
- Wellhub
- Grafana Labs
- ROKT
- Stripe
- Rubrik
- Cato Networks
- SeatGeek
- Canva
- Gusto
- Wiz
- NinjaOne
- Vuori
- Illumio
- Arctic Wolf
- Cyera
- Plaid
- Deel
- Get the cash you need to own your Databricks options
- What financing or secondary solutions are available for my Databricks equity?
- Get the cash you need to own your Netskope options
- What financing or secondary solutions are available for my Netskope equity?
- Get the cash you need to own your Betterment options
- What financing or secondary solutions are available for my Betterment equity?
- Get the cash you need to own your Upgrade options
- What financing or secondary solutions are available for my Upgrade equity?
- Get the cash you need to own your Egnyte options
- What financing or secondary solutions are available for my Egnyte equity?
- Get the cash you need to own your Turo options
- What financing or secondary solutions are available for my Turo equity?
- Get the cash you need to own your Intercom options
- What financing or secondary solutions are available for my Intercom equity?
- Get the cash you need to own your Remote options
- What financing or secondary solutions are available for my Remote equity?
- What financing or secondary solutions are available for my Grafana Labs equity?
- Get the cash you need to own your ROKT options
- What financing or secondary solutions are available for my ROKT equity?
- Get the cash you need to own your Stripe options
- What financing or secondary solutions are available for my Stripe equity?
- Get the cash you need to own your SeatGeek options
- What financing or secondary solutions are available for my SeatGeek equity?
- Get the cash you need to own your Canva options
- What financing or secondary solutions are available for my Canva equity?
- Get the cash you need to own your Gusto options
- What financing or secondary solutions are available for my Gusto equity?
- Get the cash you need to own your Illumio options
- What financing or secondary solutions are available for my Illumio equity?
- Get the cash you need to own your Arctic Wolf options
- What financing or secondary solutions are available for my Arctic Wolf equity?
- Groq employees: Don’t leave six figures on the table
- Stock option deep dives : Dan, a software engineer at Reddit
- Netskope employees: What to consider about your stock options ahead of IPO
- The Doordash IPO: The average Doordash employee missed out on $924,000
- ROKT IPO: What employees need to know about their stock options
- The tender offer tax trap: a Huntress case study
- Canva IPO: What employees need to know about their stock options
- Flock Safety IPO: What employees need to know about their stock options
- Prepare for the ServiceTitan IPO Webinar
- ServiceTitan IPO Guide Part III: Executing your plan
- What Gusto’s tender offer means for your equity and your financial future
- Wellhub employees: Don’t leave six figures on the table
- Gusto IPO: What employees need to know about their stock options and taxes
- Reddit IPO'd. Now what ?
- ServiceTitan IPO Guide Part I: Why early planning pays off
- Arctic Wolf employees: Don’t leave six figures on the table
- ServiceTitan IPO Guide Part II: What to Expect During the IPO
- Prepare for the Rubrik IPO
newsletter
- 🔑 The key to selling on the secondary markets
- 🫣 When is it OK to ignore financial advice?
- The year of 📉: A Founders + Funders review
- 🤯 Sometimes you can't fix stupid
- 🏦 Another one bites the dust: Is this a banking crisis?
- 👻 A fintech horror story (part 2) Have we found the funds?
- 📃 Reddit IPO Time
- 🦃 Who wants a slice of the pie?
- 🤔 Should you sell your startup equity now or wait for an IPO?
- 👀 A look back and optimism for the future in startups and tech
- 🏠 Real Estate Investing: Hassle or Homerun?
- 🙊 Figma employees hit payday, but so did the IRS
- ⏳ Procrastinating on your startup equity? You're not alone
- Hello taxes, my old friend: Year-end planning
- 🎢 Nvidia’s rollercoaster week—A lesson in long-term investing
- 📈 How does a price get set in the secondary markets?
- 💸✨ Stock options are both compensation and an investment
- 🐶 Who let the dogs out?
- 🤔 Should I sell in a tender offer?
- 🩺 Anatomy of an IPO: What happens when a company “goes public”?
- 🎄 End-of-year financial gift guide
- 🤔 How do you know if your startup is “good”?
- ⏳ The impact of taxes on your investment returns
- ✈️ What we're seeing in the IPO market
- 🦃 Giving back for the win
- 😱 A FinTech horror story - why are $250M+ in bank deposits locked up?
- 🌼 Spring into action: Tax tips you may miss this year
- 🔄 The 2024 Pre-IPO Market Recap
- 🗽 The price of feeling alive
- 🤖 Is the AI hype real or “generated”?
- 🙋 How can you turn a loss into a win?
- 📈So…were the recent IPOs a success or not?
- A good laugh to heal the taxes hurt ❤️🩹
- 🎰 Roulette, and the art of picking stocks
- 💧 When the Levee Breaks
- 🐂 Are we in a new bull market or is it a head fake?
- 😬 When will IPOs return? The past may hold some clues…
- Is hot inflation to blame for all the tech layoffs 🔥?
- 👀 What is your equity actually worth?
- 🫱🏻🫲🏽 What does an acquisition mean for your equity?
- 🤝 Negotiating your future worth
- 🔥 Burning bad: The art of burning cash & valuations
- 🔁 Q2 Private Market Recap
- 🏅 Capital One acquires Brex for $5.15B — What it means for employees
- Founders & Funders
- 😥 What happened to that year-end IPO window?
- 🎉 Happy S&P 500 Rebalance Day!
- 💫Teamwork Makes the Dream Work
- ⚰️ Is the death of the traditional IPO exaggerated?
- ✨ Year-end reflections: the magnificent seven’s market reign
- 🏦 Lessons from the Silicon Valley Bank collapse
- 🥳 In 2024, will you be a passive or active investor?
- 💸 The hidden fees in angel and secondary investing
- 📈 Will the IPO momentum continue into 2026?
- 🔎 Myth Busting: Startup Equity Edition
- 🗂️ The SpaceX Files
- Back to (We)work & the current state of venture capital
- 🦾 Your equity questions need more than ChatGPT
- 💔 Why it may be time to break up with your favorite stock
- 📊 The Coreweave IPO and the importance of incentives
- 🪧 Secondary market updates, IPO signals, and other signs we’re paying attention to
- 👻 Don’t ghost your fall financial to-dos
- 📈 What does it take to go public today?
- 👀 Is the "democratization of finance" just a marketing pitch?
- 🥇 The art of investing and outperforming the future
- 📉 Investing through a recession
- 📉 Why did Nvidia’s stock price fall when its earnings report was good?
- 🤔 What's your number?
- Stonks don't always go up (and that's okay)
- 💰 Cash rules: What’s happening in banking and why?
- 🤷♀️ What even happens during an IPO, anyway?
- 🎄 Here’s why you should be doing tax planning this holiday season
- #Bullish: Where do the markets go from here?
- 📉 What to make of this market volatility?
- How employees can think like a shareholder 💡
- 🎄 What startup employees actually want for Christmas
- 📃 Reddit IPO FTW!
- 🕰️ Generational biases in investing
- 🤑 Your company IPO'd…now what??
- ⏰ The value of your time
- 🔍 Looking for the IPOs: Is your equity safe in a down market?
- 💸 How does Biden's $5T proposed tax increases impact you?
- 🧠 In Buffett we trust
- 🦄 What Stripe’s record fundraise means for late-stage startups
- 🏛️ From tariffs to income taxes: How history shaped your equity
- 🧐 Was Figma's IPO pricing dumb or genius?
- 🔍 Why is there a lack of IPOs?
- 🫧 What to do when the AI bubble pops
- Why our comparison culture may be hurting you financially
- 📍 State of the Private Markets Q1 2026
- 🚀 SpaceX Employees Just Had Their Best Day. The IRS Too.
- Turning the page: What investors are paying for
- 📈 Why we prefer to play moneyball
- 🎭 Investment “gotchas” (and how to see through them)
tools
help
- Secfi MCP server for Claude and Chat GPT
- Advice & Wealth
- Account
- What’s Secfi’s approach to investment/portfolio management?
- Can I move over my 401k account?
- What are the eligibility requirements for Secfi's financing services?
- Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?
- How do I find the Fair Market Value (FMV) for my previously exercised options on Carta?
- How often will my Wealth Management fee be calculated and charged?
- What’s the best way to refer a friend or colleague to Secfi?
- Does my company need to approve Secfi Financing?
- Can Secfi help me file my taxes?
- I live outside the US, can I be a client?
- How do I find Fair Market Value (FMV) or 409A in Shareworks?
- How will fees be calculated if both me and my partner want advice or wealth management?
- How do I add a share grant?
- How can you help advise me on my stock options?
- How can/should I include my partner in the process?
- I have exercised all my options. Why do I still need to enter my vesting and exercise details?
- How Secfi financing works – our business model explained
- I’ve heard about tax loss harvesting & backdoor roths. Is that something you can do for me?
- Is there a minimum transaction amount for a secondary sale?
- Will Secfi buy my stock?
- How do I find my equity details in Solium from Shareworks to add an equity grant?
- Can Secfi deny my application/request or close my account?
- How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?
- Why should I connect my accounts, even the ones that Secfi doesn’t manage?
- My company was added to the Secfi waitlist. How can I get the company approved?
- What if I want to withdraw some of the money you’re managing for me? How does that work?
- How does Secfi financing repayment work?
- Equity and shares
- Secondary sale
- How do I enter my equity details in Secfi if I use Carta?
- Which product is right for me — Secfi Financing or a Secondary sale?
- What are the fees for wealth management?
- What documents should I upload ahead of meeting with my advisor?
- How does Secfi handle my information and data on their website?
- What goes into your total financing cost with Secfi?
- Where is my money held?
- Is Secfi a fiduciary?
- I have a deadline coming up. How can I expedite my request?
- How do I add my equity (ISO, NSO, RSU) details?
- Can I hold my account at another brokerage firm and still have it managed by Secfi?
- When will I hear back about my financing request?
- I'd like to speak with someone at Secfi
- How do I delete my account?
- How do I link my Carta account to add my equity?
- Am I a good fit to work with Secfi for financial advisory services?
- How much can I expect to sell my shares for?
- How can I pay my quarterly Wealth management fee?
- How do I enter my equity details in Secfi if I use Shareworks?
- Why do I need to do additional(two) KYC checks?
- How often will I meet with my advisor?
- Financing
- Privacy
- Do I have to commit to becoming a client if I schedule a call?
- Will my company allow me to sell my shares?
- How do I find Fair Market Value (FMV) or 409A in Carta?
- What are Secfi's fee for a secondary sale?
- What details do I need to provide for Secfi in equity verification?
- How long will it take to sell my shares?
- How to upload your Equity Incentive Plan, Share certificate or Notice of Stock Options Award from Carta?
- How do I cancel/terminate my wealth management service?
- What is Secfi’s role in the process?
- Will I have a dedicated advisor who I meet with consistently?
- Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?
- What type of stock grants do I have?
- Can I write off Secfi fees on my taxes?
- What is the difference between Secfi and a traditional Financial Advisor?
- How do I disconnect my account from Carta?
- How do I transfer money over for you to manage it?
- There are a bunch of different tools, and I'm not sure where to connect my accounts and which one to use for what. When/why should I use each one?
- How do I find my equity details in Carta to add an equity grant?
- What do I do if I want to transfer more money over later?
- How do you make money?
- How do I edit my equity details on Secfi?
- How do I remove a company from my list of assets?
- What is the value of having an ongoing financial advisor?
- Is there a minimum to be a wealth client?
- How do I request financing to exercise my stock options?
- What is Maeve and how do I use it?