Stock option education

We’ve been making a big push into some of the large companies that are headed towards IPO in the next year. It’s always fun working with employees at these companies as their dreams are starting to become reality and they can see the light at the end of the tunnel with the IPO.

On the other hand, it’s also a bit terrifying as it makes me quickly realize just how little the vast majority of employees know about their stock options. The default action is to do nothing and unfortunately that’s mostly what I hear from our clients.

For most of our clients, their stock option package is the majority of their net worth, but people don’t typically treat it as such. Those that do not plan end up leaving a large chunk of money on the table upon exit. Those that have been through this almost always say the same thing, “I wish I had known about Secfi at my last company that had an IPO.”

We know how valuable our services can be for our clients, but we know we have a long ways to go to accomplish our mission. Most startup employees do not know services like Secfi exist and we need to change that.