Understanding startup equity & compounding your wealth
TL:DR: Compound's CEO will discuss the basics of startup equity, options exercising strategies tech employees should know about, and tax optimizations to help you compound your wealth.
Who is Compound?
Compound is a platform for startup founders and employees to manage their finances. They provide an all-in-one solution for your financial life. You can track your net worth (e.g. cash, crypto, startup equity, angel investments), access financial or tax advice, and invest in public and private market investment products.
What will they cover?
Understanding startup equity (e.g. the basics of ISOs, NSOs, AMT)
How to negotiate your startup offer (e.g. what to ask for, how to get more equity)
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)
How to tax optimize your angel investments (e.g. QSBS)
They'll also leave time to answer any questions you may have!
Is there anything to do prior?
Review Compound's Manual ahead of time -- a curated library of wealth planning resources.