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