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We work with startup employees to provide equity planning, stock option financing, and wealth management. Securities by Secfi Securities, LLC.
San Francisco, CA
Joined April 2017
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OpenAI raised $110B at an $840B post-money valuation. For employees with equity there: paper value isn't realized value. High valuations can mean complex exit math. Know your full picture before making any moves. Source: bit.ly/47El5sm
#StartupEquity #OpenAI
Your company is going public…should you join the ESPP?
It could mean:
✅ 15% discount
✅ Lookback = lower price
✅ Big IPO upside
But:
⚠️ Lock-up delays selling
⚠️ IPOs can dip
⚠️ Diversify your net worth
Questions? Drop them ⬇️
#IPO #startupequity #Secfi #equity
When your startup IPOs, your equity could be life-changing—if you understand how it works.
Start by reviewing:
📘 S-1: Key financials & risks
⏳ Lock-up: When you can’t sell
📋 IPO FAQ: What you need to do
Questions? Drop them below ⬇️
#IPO #startupequity #Secfi #equity
You have stock options. Great. But what are they actually worth?
It’s not just about how many you have...you need the strike price, share count, and more.
This quick explainer breaks it down 👇
Planning can pay big time, so don’t wait to get in touch with us to talk about your options.
🔗 Read the full guide: secfi.com/companies/flock-sa…
*For Illustrative Purposes only. Actual Results may vary.
Figma employees hit payday on September 5th, but so did the IRS.
If you’re at a company preparing for an IPO, don’t make the same mistake. The earlier you plan, the more you can save.
How to Sell Pre-IPO Stock Options Before Your Company Goes Public youtu.be/arVpkC7_4yQ?si=vkMe… via @YouTube
Non-Recourse Financing Explained in 30 Seconds youtu.be/y4hKLcJES7M?si=9fst… via @YouTube
Secfi is hosting Gusto tender offer office hours with Secfi. Make sure to attend it on July 1. linkedin.com/events/gustoten…
What’s a 409A? Quick breakdown + why it matters youtu.be/u-inckqyAkw?si=Usan… via @YouTube
💡 Got stock options? Then your company has a 409A valuation.
It sets the value of your shares and plays a big role in how your equity is taxed.
Your strike price is set the day you get your grant. But your 409A? That changes as your company’s value shifts.
Thinking about a cashless exercise?
It could help you cover the cost of your stock options…but it could also lead to a bigger tax bill.
Here’s what to know 👇
Exercising early? The 83(b) election could save you 💸
📉 Pay taxes on today's (lower) value
📈 Future gains may = long-term capital gains
⏳ Must file within 30 days
Founders & early employees: This could be your tax-saving secret weapon.
Secfi is hosting Prepare for the potential Figma IPO. Make sure to attend it on May 12. linkedin.com/events/preparef…
Secfi is hosting Prepare for the potential Wiz acquisition. Make sure to attend it on April 7. linkedin.com/events/preparef…
Secfi is hosting Prepare for the potential ServiceTitan IPO. Make sure to attend it on November 20. linkedin.com/events/preparef…
What does an acquisition mean for your equity? linkedin.com/pulse/what-does…
Rumors of an upcoming @ServiceTitan IPO could mean big gains 🤩—and big taxes 🫠 for employees.
That's why we’re launching a ServiceTitan IPO Guide in the coming weeks.
Sign up now to get early access and personalized insights 👉 my.secfi.com/get-started/