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Compound Manual

The curated library of wealth planning resources for startup founders and employees.

Compound helps startup founders and employees optimize their wealth through a technology-powered family office (tracking, investing, equity, lending, estate, tax). This lets our clients focus on their passions instead of administrative distractions. We live at the intersection of machine and tax code.

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Conventional wisdom says that startup equity is worthless. While most startups fail, there’s a chance your equity will become a life-changing pot of money. This guide explains how to make the most of your equity.

For a startup employee, learning about your company’s initial public offering (IPO) is an exciting time. But it’s also overwhelming from a financial planning perspective. You have a variety of different equity grants, and you must decide what to do with each one. How many stock options should you exercise and sell, and when? What will your tax obligations be, and how can you minimize them?

This material presented on Compound’s Manual is for informational purposes only and should not be construed as legal, tax, accounting or investment advice. Under no circumstances should any material on this Manual be used for or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities or investment fund. The material on this website does not constitute, and may not be used in connection with, an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making such offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation. Any analysis or discussion of financial planning matters, investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. Our views and opinions expressed on this Manual or in any post content are current at the time of publication and are subject to change.