Start-up Employees: When is the Right Time to Liquidate Your Equity?

For start-up employees, managing options or shares involves thinking like investors. One of the most frequently asked questions by investors is: “When is the right time to liquidate equity?”  Opportunities to sell arise during investment rounds, with random secondary purchase offers you receive, and with entities like Robyn Capital, offering equity liquidation. The straightforward answer […]

Read More…

Navigating Secondary Markets: A Strategic Approach to Selling Private Company Shares

In 2024, we are witnessing a positive uptick in secondary markets, with potential for further expansion, especially if the Reddit IPO proves successful later this month. This trend is fueled by a high demand for liquidity among private company employees. In this article, we explore the intricacies of secondary markets, providing valuable insights for those […]

Read More…

Unlocking Employee Benefits: A Guide to Understanding Stock Options and Tax Implications

In today’s competitive business world, high-tech companies value their employees as their greatest assets and strive to keep them satisfied and connected to the company.  One unique way they achieve this is through stock option plans, which make employees feel like investors in the company’s success. With Employee Stock Option Plans (ESOPs), employees have the […]

Read More…

Think Like an Investor Part 4: Leaving the Company

Think like an investor featured image

In this content series, we examine exercising options and equity throughout the career-planning lifecycle. Previous articles discussed factors to consider before joining a company  and during the time employees work at the company . Now, it’s time to take a closer look at the final stage and offer advice for those who decide to leave. Just […]

Read More…

How Are Your Options & Shares Taxed?

Research finds that only 24% of employees have exercised their options or sold shares. Why? The most common reason is fear of making a mistake, mainly when it comes to tax implications. In other words, employees’ confusion around stock option taxation is preventing them from making a profit. That’s what we’re here to change, starting […]

Read More…

The Truth Behind the Numbers: What the Biggest Startup Success Stories Didn’t Tell You

It’s easy to be blinded by headlines announcing startup exits and IPOs, sharing stories of visionary CEOs who made it and employees who turned into millionaires. These anecdotes help fuel the startup dream despite many heartbreaking stories in our industry, and perhaps that’s a good thing. But in the finance world, we deal with facts, […]

Read More…

האמת שמאחורי המספרים: כל מה שסיפורי ההצלחה הגדולים לא מספרים

קל להסתנוור מהכותרות המכריזות על הנפקות ענק ומשתפות את סיפורם של מנכלים בעלי חזון שעשו את זה והעובדים שהפכו למיליונרים. הסיפורים האלו עוזרים להזין את חלום הסטארטאפ, למרות אינספור שיברונות לב הנפוצים הרבה יותר בתעשייה שלנו, ואולי זה דבר טוב אבל בעולם הפיננסי, אנחנו עוסקים בעובדות ולא בפנטזיות. לכן, אספנו מידע מעניין על 19 הנפקות […]

Read More…