Your company is going public…should you join the ESPP? It could mean: ✅ 15% discount ✅ Lookback = lower price ✅ Big IPO upside But: ⚠️ Lock-up delays selling ⚠️ IPOs can dip ⚠️ Diversify your net worth Questions? Drop them ⬇️ #IPO #startupequity #Secfi #equity

When your startup IPOs, your equity could be life-changing—if you understand how it works. Start by reviewing: 📘 S-1: Key financials & risks ⏳ Lock-up: When you can’t sell 📋 IPO FAQ: What you need to do Questions? Drop them below ⬇️ #IPO #startupequity #Secfi #equity

You have stock options. Great. But what are they actually worth? It’s not just about how many you have...you need the strike price, share count, and more. This quick explainer breaks it down 👇

Planning can pay big time, so don’t wait to get in touch with us to talk about your options. 🔗 Read the full guide: https://t.co/AWCxrmNhEy *For Illustrative Purposes only. Actual Results may vary.

What would you do with an extra $320K? That is the difference in a mock scenario between exercising Flock Safety employee stock options early ($1.43M gain) versus waiting until after IPO ($1.11M gain)*. The earlier you plan, the more money you may get to keep.

Figma employees hit payday on September 5th, but so did the IRS. If you’re at a company preparing for an IPO, don’t make the same mistake. The earlier you plan, the more you can save.

How to Sell Pre-IPO Stock Options Before Your Company Goes Public https://t.co/7T18hbqZxR via @YouTube

Non-Recourse Financing Explained in 30 Seconds https://t.co/asoJv98Yx9 via @YouTube

Secfi is hosting Gusto tender offer office hours with Secfi. Make sure to attend it on July 1.

What’s a 409A? Quick breakdown + why it matters https://t.co/uwfghaT5bj via @YouTube

💡 Got stock options? Then your company has a 409A valuation. It sets the value of your shares and plays a big role in how your equity is taxed. Your strike price is set the day you get your grant. But your 409A? That changes as your company’s value shifts.

Thinking about a cashless exercise? It could help you cover the cost of your stock options…but it could also lead to a bigger tax bill. Here’s what to know 👇

Exercising early? The 83(b) election could save you 💸 📉 Pay taxes on today's (lower) value 📈 Future gains may = long-term capital gains ⏳ Must file within 30 days Founders & early employees: This could be your tax-saving secret weapon.

Secfi is hosting Prepare for the potential Figma IPO. Make sure to attend it on May 12.

Secfi is hosting Prepare for the potential Wiz acquisition. Make sure to attend it on April 7.

Secfi is hosting Prepare for the potential ServiceTitan IPO. Make sure to attend it on November 20.

What does an acquisition mean for your equity?

Rumors of an upcoming @ServiceTitan IPO could mean big gains 🤩—and big taxes 🫠 for employees. That's why we’re launching a ServiceTitan IPO Guide in the coming weeks. Sign up now to get early access and personalized insights 👉

Curious about the recent lack of tech IPOs? @ViejeP breaks it down in our latest newsletter. 💡 #IPO #TechStartups #SecfiLearn https://t.co/dErSsYJmnh

Oh, hey! Long time no tweet. 👋 We’re back on X and better than ever—ready to bring fresh insights on equity, wealth management, and more. Excited to reconnect and get the conversation going!