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learn
- What is the alternative minimum tax (AMT)?
- What is the 83(b) election – and when should you file it?
- Should You Exercise Your Vested 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
- News & product updates
- 3 reasons why now is not the time to give up on your equity
- What is non-recourse financing for stock options?
- How should I value the stock options in my job offer?
- Should I stay in my underpaid job and wait for the IPO, or quit?
- The Snowflake IPO: A case study in tax savings from exercising early
- Why this engineering leader chose Secfi to finance his stock options
- Understanding NSO Stock Options and Taxes: A Guide for Startup Employees
- My company is going public or getting acquired
- What is early exercising?
- The surprise factor: Why exercising stock options can be more expensive than you think
- How do I interpret the post-termination exercise language in my contract?
- Why Joe financed his stock options exercise after leaving Confluent
- Can you ask for stock options after you’ve started your job?
- How Secfi's exercise and liquidity financing works
- What is capital gains tax for stock options?
- How to choose a stock option financing partner
- Exercising & taxes
- 11 questions to ask when negotiating a job offer including stock options
- How to avoid AMT when exercising your stock options
- Barry chose Secfi’s equity financing because of the people, transparency, and reduced risk to own his options
- The complete guide to employee stock option taxes
- You're leaving your company — should you take the exercise deadline extension?
- My startup got acquired right after I left, what do I do?
- What is a strike price?
- Am I about to get diluted?
- 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?
- Exercising stock options
- What happens after you’ve exercised your stock options?
- Can you explain stock options basics to a total novice?
- Can I DIY my financial plan?
- The Doordash IPO: The average Doordash employee missed out on $924,000
- Stock option basics
- How to choose the right financial advisor (and why it’s so hard)
- How to Calculate the Value of Your Startup Stock Options
- Managing wealth with stock options
- 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?
- Announcing our $700M in total financing capital from Serengeti Asset Management to help employees with pre-IPO 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
- Stock options: What to know before IPO
- Should I sell my stock options to pay down my mortgage?
- How to pay for your stock options
- Bridging the pre-wealth gap
- How much do I owe in taxes from a cashless ISO sale?
- 5 questions startup employees should ask a prospective financial advisor
- How do they determine the 409A valuation for a company that doesn’t raise venture capital?
- Stock options 101: A primer for startup employees
- The most common questions about startup stock options
- Should you exercise your stock options before an acquisition?
- 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?
- Should I treat my employee stock options as worthless?
- Does my company withhold taxes when I exercise my stock options?
- How does the IRS define "long-term capital gains"?
- The complete guide to exercising employee stock options
- What to know about different startup exit scenarios
- 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
- Customer stories
- 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?
- What is a cashless exercise?
- What is a tender offer (and should I participate)?
- How and when to file an 83(b) election
- What happens to my stock options when my startup gets private equity funding?
- 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?
- The AMT Credit. Exercise Now, Save Later.
- 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?
- Company exits & IPOs
- Investing with Secfi Wealth
- 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 you need to exercise stock options
- ISOs vs. NSOs: What’s the difference?
- 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 Your Pre-IPO Shares? Explore Secondary Markets and 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 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?
- Ask Secfi
- When should you exercise your stock options?
- The complete guide to starting a new job with employee stock options
- Guide to Navigating a Tender Offer
- For startups
- Secfi’s partnership with Carta: Enhancing equity planning for the startup community
- What is the preferred share price?
- How to exercise your stock options
- 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 much are your private shares really worth? A guide to private valuations
- 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
- Late-stage tech companies must do right by their employees: Reassess your 409A valuations
- Industry insights
- Prepare for the Wiz IPO
- 2022 State of Stock Options report
- 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
- Did I get in early enough to take advantage of a low 409A valuation?
- How are non-qualified stock options (NSOs) taxed?
- Can you avoid AMT on ISO stock options?
- The complete employee stock option starter guide
- Once burned by a 90-day exercise window, this founder is extending it to 10 years
- Meet Secfi’s newest senior leadership hires
- Why a senior startup leader facing a high tax bill used equity financing
- Why a startup employee used Secfi to buy her stock options
- 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
- How to use stock options to attract and retain employees
companies
- Databricks
- Betterment
- Upgrade
- Egnyte
- ServiceTitan
- Turo
- Flock Safety
- Intercom
- Rubrik
- SeatGeek
- Gusto
- Illumio
- Arctic Wolf
- 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 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 ServiceTitan options
- What financing or secondary solutions are available for my ServiceTitan 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 SeatGeek options
- What financing or secondary solutions are available for my SeatGeek 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?
- Get the cash you need to own your Reddit options
- What financing or secondary solutions are available for my Reddit equity?
- Stock option deep dives : Dan, a software engineer at Reddit
- 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
- Gusto IPO: What Gusto 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
- 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
- 🤔 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?
- 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
- 🤔 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
- 🦃 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
- 🤖 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
- 🐂 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
- Founders & Funders
- 😥 What happened to that year-end IPO window?
- 🎉 Happy S&P 500 Rebalance Day!
- ✨ 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
- Back to (We)work & the current state of venture capital
- 💔 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
- 📈 What does it take to go public today?
- 🥇 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?
- 🎄 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 💡
- 📃 Reddit IPO FTW!
- 🕰️ Generational biases in investing
- 🤑 Your company IPO'd…now what??
- 🔍 Looking for the IPOs: Is your equity safe in a down market?
- 💸 How does Biden's $5T proposed tax increases impact you?
- 🦄 What Stripe’s record fundraise means for late-stage startups
- 🏛️ From tariffs to income taxes: How history shaped your equity
- 🔍 Why is there a lack of IPOs?
- Why our comparison culture may be hurting you financially
- Turning the page: What investors are paying for
- 📈 Why we prefer to play moneyball
- 🎭 Investment “gotchas” (and how to see through them)