Just Joined a Unicorn

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Just Joined a Unicorn

You landed a job at one of the hottest breakout startups in the valley. The company is well past product-market fit, but you joined because you believe there's still a lot of room to grow. As part of your offer, you received options, but you're not fully sure how much they're worth or what your tax bill would look like if there's an exit. On top of ramping up, you just haven't had time to sort through the equity alphabet soup of RSUs, ISOs, and NSOs. Rest assured—we'll walk you through it all so you can make the most of your exciting new opportunity and maximize your upside.

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?

RSU 101

RSUs turn into shares of your company’s stock when they vest. They’re typically issued by companies valued at over $1 billion.

Options Trading

You can earn income on public stock you own that would otherwise sit idle by re-risking your position and writing what is called a “covered call.” This could be useful if you want to hold your stock for a long time but don’t expect a big price increase in the near term. Alternatively, you can also use what’s called a “protective put” to de-risk your position, or you can combine the two strategies in what’s known as a “collar,” which limits both your downside and upside.

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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.
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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.

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Just Joined a Unicorn

Just Joined a Unicorn

RSU 101

Options Trading

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

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