Early-Stage Founder

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea t

akimata sanctus est Lorem ipsum dolor sit amet.
uyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet
uyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Ste
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea t

akimata sanctus est Lorem ipsum dolor sit amet.
uyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet
uyam erat, sed diam voluptua. At vero eos et accusam et justo t

Early-Stage Founder

Conventional wisdom says your startup will fail, but you didn't start your company because you follow the crowd. You started it because you believe you can beat the odds. Salespeople and traditional wealth managers will try to scare you with acronyms. You'll be in Slack groups with other founders talking about the millions they lost out on because they didn't understand QSBS or AMT. It can all sound scary, but it’s not rocket science. That doesn’t mean you should spend your time on it. There are people who have spent their careers learning the ins and outs of financial management who have seen a ton of examples and edge cases. As a founder, you’re looking to save time and gain leverage wherever possible. We’ll cover the acronyms so you can focus on building your startup and enjoy its later success.

Featured

Compound's Guide to the IPO

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?

Company Equity Deep Dive

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.

Retirement Deep Dive

Planning for retirement often feels pointless. You’re young and your startup is taking off — why should you worry about retirement now?

Qualified Small Business Stock (QSBS)

Startup founders, employees, and investors can all benefit from owning “Qualified Small Business Stock” (QSBS). QSBS refers to the tax exemption found in Section 1202 of the US tax code that enables each taxpayer to receive tax-free gains from the sale of stock, up to the greater of (i) $10 million, or (ii) 10x their original investment.

Estate Deep Dive

An estate plan is the set of instructions on what to do about you after you’re dead. Since you’re dead, you can’t handle your own affairs yourself anymore, so the estate plan explains what you want to happen.

Topics

Light

Dark

Compound

Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
‍
The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.

by

the Manual

Early-Stage Founder

Early-Stage Founder

Qualified Small Business Stock (QSBS)

Estate Deep Dive

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

Career