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Managing Your Wealth and Equity in Tech

Oct 20, 2022
3:00 pm
ET
Oct 20, 2022
3:00 pm
ET
Know the difference between ISOs, NSOs, and AMT? Know when it makes sense to exercise early?
RSVP NowAdd to Calendar
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Details

Managing Your Wealth and Equity in Tech with Compound's CEO Jordan Gonen

Who is Compound?

  • Compound helps startup founders and employees manage their financial lives.
  • They have a software platform to track your finances, a team of experts to offer pro-active financial and tax advice, and financial products (e.g. public investment portfolios, private market access, facilitated lines of credit).
  • They currently serve 1000s of clients across companies like Stripe, Coinbase, Airbnb, and Figma and have run sessions with YC, On Deck, Pavilion, etc.

Jordan will Cover:

  1. Understanding startup equity (e.g. ISOs, NSOs, AMT)
  2. Key financial optimizations that can help you build your wealth (e.g. early exercising)
  3. Horror stories that startup employees should be aware of (e.g. options expiring, golden handcuffs)
  4. Other financial topics (e.g. estate planning, donor-advised funds)

Zoom Link

Event Host

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Event Host

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Managing Your Wealth and Equity in Tech

Oct 20, 2022
3:00 pm
ET
Oct 20, 2022
3:00 pm
ET
Know the difference between ISOs, NSOs, and AMT? Know when it makes sense to exercise early?
RSVP NowAdd to Calendar
This event has passed.
Watch Replay

Event Details

Managing Your Wealth and Equity in Tech with Compound's CEO Jordan Gonen

Who is Compound?

  • Compound helps startup founders and employees manage their financial lives.
  • They have a software platform to track your finances, a team of experts to offer pro-active financial and tax advice, and financial products (e.g. public investment portfolios, private market access, facilitated lines of credit).
  • They currently serve 1000s of clients across companies like Stripe, Coinbase, Airbnb, and Figma and have run sessions with YC, On Deck, Pavilion, etc.

Jordan will Cover:

  1. Understanding startup equity (e.g. ISOs, NSOs, AMT)
  2. Key financial optimizations that can help you build your wealth (e.g. early exercising)
  3. Horror stories that startup employees should be aware of (e.g. options expiring, golden handcuffs)
  4. Other financial topics (e.g. estate planning, donor-advised funds)

Zoom Link

Event Host

No items found.

Event Host

No items found.

Event Host

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