Equity explained

For Employees

Secfi Liquidity
- Liquidity Solutions For Employees
  Learn about our exercise and liquidity offerings for your options and shares.
- Secondary Sale
  Get cash by selling your options or shares through our network of buyers.
- Non-Recourse Financing
  Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Secfi Wealth
- Financial Advice For Employees
  Learn about our wealth management approach for those with equity.
- Stock Option & Equity Advice
  Get as-needed personalized stock option advice for your employee equity.
- Wealth Management
  Grow your wealth with holistic financial planning and investment management.

For Executives

Secfi Liquidity
- Full-Service Liquidity Solutions
  Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Secfi Wealth
- Full-Service Wealth Management
  Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Employee Benefits
- Financing For Your Teams
  Learn about our equity solutions to support and empower your team.
- Equity Education For Your Teams
  Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors

Secfi Asset Management
- Secfi Asset Management Overview
  Comprehensive overview of Secfi's asset management strategies and services.
Offerings
- Diversified Funds
  Invest in late-stage startups through Secfi's expertly managed diversified fund.
- Tailored SMA Vehicles
  Partner with Secfi for customized funds in late-stage private companies.
- Secfi Secondaries
  Connect and invest in private equity of leading startups via Secfi.

Tools

Track
- Portfolio
  Track your assets, including the value of your startup equity, in a single place.
Calculate
- AMT Calculator
  Exercise incentive stock options without paying the alternative minimum tax.
- Equity Planner
  Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
- Exercise Timing Planner
  Decide whether to exercise your stock options now or later.
- Stock Options Tax Calculator
  Calculate the costs to exercise your stock options - including taxes.
- Stock Option Exit Calculator
  See what your stock options could be worth.
- Equity Compensation Calculator
  Confidently negotiate your equity compensation

Resources

Resources
- Secfi Learn
  Find answers, guides, explanatory videos, and more about your equity and finances.
- Company Case Studies
  Curated content for employees of the best startups
Newsletter
- Founders & Funders
  Weekly newsletter on what's happening in startups, venture capital, public markets, and more

For Employees

Secfi Liquidity
- Liquidity Solutions For Employees
  Learn about our exercise and liquidity offerings for your options and shares.
- Secondary Sale
  Get cash by selling your options or shares through our network of buyers.
- Non-Recourse Financing
  Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Secfi Wealth
- Financial Advice For Employees
  Learn about our wealth management approach for those with equity.
- Stock Option & Equity Advice
  Get as-needed personalized stock option advice for your employee equity.
- Wealth Management
  Grow your wealth with holistic financial planning and investment management.

For Executives

Secfi Liquidity
- Full-Service Liquidity Solutions
  Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Secfi Wealth
- Full-Service Wealth Management
  Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Employee Benefits
- Financing For Your Teams
  Learn about our equity solutions to support and empower your team.
- Equity Education For Your Teams
  Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors

Secfi Asset Management
- Secfi Asset Management Overview
  Comprehensive overview of Secfi's asset management strategies and services.
Offerings
- Diversified Funds
  Invest in late-stage startups through Secfi's expertly managed diversified fund.
- Tailored SMA Vehicles
  Partner with Secfi for customized funds in late-stage private companies.
- Secfi Secondaries
  Connect and invest in private equity of leading startups via Secfi.

Tools

Track
- Portfolio
  Track your assets, including the value of your startup equity, in a single place.
Calculate
- AMT Calculator
  Exercise incentive stock options without paying the alternative minimum tax.
- Equity Planner
  Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
- Exercise Timing Planner
  Decide whether to exercise your stock options now or later.
- Stock Options Tax Calculator
  Calculate the costs to exercise your stock options - including taxes.
- Stock Option Exit Calculator
  See what your stock options could be worth.
- Equity Compensation Calculator
  Confidently negotiate your equity compensation

Resources

Resources
- Secfi Learn
  Find answers, guides, explanatory videos, and more about your equity and finances.
- Company Case Studies
  Curated content for employees of the best startups
Newsletter
- Founders & Funders
  Weekly newsletter on what's happening in startups, venture capital, public markets, and more

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Company case studies

Gain new perspectives on the best startups

Carefully crafted equity case studies on the best startups and their valuations

6Sense2 Case studies

Arctic Wolf2 Case studies

Attentive2 Case studies

Betterment2 Case studies

Calendly2 Case studies

Collibra1 Case studies

Databricks2 Case studies

Egnyte2 Case studies

Gusto2 Case studies

Harness2 Case studies

Ibotta2 Case studies

Illumio2 Case studies

Intercom2 Case studies

LaunchDarkly1 Case studies

Miro1 Case studies

Netskope2 Case studies

SEARCH FOR SPECIFICS

Starting a new job with stock options

Exercising stock options

My company is going public or getting acquired

Stock option tax planning

Managing wealth with stock options

Selling pre-IPO company equity

Gain new perspectives on the best startups

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