Nerd's Eye View

FEBRUARY 20, 2024

What's unique about Ben, though, is that he spent 13 years successfully working his way up the career track at a growing advisory firm, starting as an intern and eventually making partner… only to realize within 18 months that it wasn't a good culture fit for him and that he'd need to leave, but then figured out how to take on passive equity (..)

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Startup Financial Advisor Clients Wealth Management 130

Darrow Wealth Management

FEBRUARY 20, 2023

Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.

Startup 98

Startup Taxes Wealth Management Tax Planning 98

Steven J. Wilson

OCTOBER 26, 2022

Digital marketing for startups can be a challenge. But if you want your startup to succeed, you need to put in the effort and create a strong digital marketing strategy. As a startup, Read more. The post Digital Marketing For Startups: 10 Strategies For Strong Growth appeared first on Steven J.

Startup 52

Startup Marketing Marketing 52

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. In this type of stock option, no stock pricing is required.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Wealth Management

OCTOBER 25, 2022

The New York-based startup, which launched last year, processes $3 billion in annualized rent payments, and its Bilt Mastercard customers are spending at an annualized rate of $1.6

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Startup 76

Wealth Management

MARCH 15, 2024

Also, Brooke Juniper was named the new CEO Of TIFIN’s CIO platform Sage and FusionIQ has appointed John Phillips as a senior strategic advisor.

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Startup 106

MarketWatch

MARCH 14, 2023

While venture debt lines and credit was much more easy to attain by the tech friendly Silicon Valley Bank, now startups face the arduous task of getting loans and banking relationships with large money center banks or other regionals that will greatly scrutinize funding with a lab microscope,” Ives said.

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Startup Banking Marketing Marketing 74

Abnormal Returns

APRIL 7, 2024

tomtunguz.com) Startups On the state of the Indian startup space. (newcomer.co) AI AI is going to change the world, and quickly (theirrelevantinvestor.com) Why AI will create more opportunities that it destroys. seths.blog) How we work with AI will change over time.

Startup 252

Startup Financial Advising Healthcare Economics 252

Advisor Perspectives

APRIL 25, 2023

The startup world has had a tough year — plagued by mass layoffs, plummeting venture capital investment and the chaotic collapse of Silicon Valley Bank. But many in tech believe that the worst is yet to come.

Startup 52

Startup Banking Investing Investments 52

Steven J. Wilson

SEPTEMBER 30, 2022

Growing a startup from scratch is no easy task. For many startups, a strong personal. The post How Personal Branding for Founders Can Grow a Startup appeared first on Steven J. Building brand awareness is one thing. Gaining the trust of your customers is another. This is where personal branding for founders comes in.

Startup 52

Startup Marketing Marketing 52

oXYGen Financial

APRIL 6, 2023

![CDATA[ Without funding, most startups fizzle out before reaching their full potential. So it follows that a startup's seed round the first round of official fundraising is critically important.

Startup 40

Startup 40

Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. (finance.yahoo.com) Morgan Stanley ($MS) is still wrestling with the impact of its texting scandal.

Startup 227

Startup Financial Advising License Media 227

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Startups typically follow a three to four year vesting schedule, with shares gradually being distributed monthly after one full year on the job (that one-year mark is known as the cliff).

Startup 52

Startup Taxes Tax Planning Commission 52

oXYGen Financial

NOVEMBER 24, 2023

Within this dynamic and ever-changing environment, startups are perpetually in search of inventive solutions to maintain a competitive edge. ![CDATA[ As of 2023, the fintech industry boasts a staggering valuation of $179 billion. Among the tools garnering notable attention is the currency converter API.

Startup 40

Startup Valuation 40

Abnormal Returns

NOVEMBER 13, 2023

theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. Crypto The crypto industry is at a crossroads, post-FTX. on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets.

Education 263

Education Startup Financial Advising Economy 263

Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. newsletter.abnormalreturns.com) Mixed media The most important job of a startup CEO is hiring. (eater.com) Streaming Amazon ($AMZN) is buying a minority stake in bankrupt Diamond Sports. Then check out our weekly e-mail newsletter.

Startup 250

Startup Financial Advising Insurance Media 250

Abnormal Returns

APRIL 19, 2024

theinformation.com) Startups Good luck coming up with the NAV for the Destiny Tech100 ($DXYZ). morningstar.com) VC are shunning cannabis startups. (sherwood.news) Why the vibes around Tesla ($TSLA) are so bad. unherd.com) Tesla ($TSLA) needs a full-time CEO.

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149

MarketWatch

MAY 18, 2023

SNOW were rising 2% in morning trading Thursday after The Information reported that the software company was in advanced talks to acquire Neeva, a search startup with an artificial-intelligence focus, citing an unnamed source. Shares of Snowflake Inc.

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Startup Engineering Marketing Marketing 75

Abnormal Returns

AUGUST 28, 2023

asymco.com) Startups A look at Klayvio's S-1. tomtunguz.com) The startup slowdown is translating into lower equity comp. techcrunch.com) Startup employees don't often know how much their equity comp is worth. (stratechery.com) How income affects Apple ($AAPL) services adoption.

Startup 209

Startup Financial Advising Insurance Media 209

Wealth Management

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

Startup 106

Startup Distribution Clients Planning 106

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

MARCH 12, 2024

newsletter.abnormalreturns.com) Mixed media How some media startups are thriving by focusing on subscriptions and newsletters. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. nytimes.com) Paramount ($PARA) seems to be in play. frontofficesports.com)

Financial Advising 264

Financial Advising Startup Media Economy 264

oXYGen Financial

SEPTEMBER 29, 2022

![CDATA[ All startups share a common goal, and that goal is to keep growing in strength. In fact, according to the Bureau of Labor Statistics, 20% of startups fail within the first year, 50% within five years, and 65% within ten years. The reasons why startups fail are deeply rooted in how founding teams strive for growth.

Startup 40

Startup 40

Abnormal Returns

JANUARY 25, 2024

savantwealth.com) Startups In a tough environment, startups are clamming up. (capitalspectator.com) Strategy Why volatility matters. fortunesandfrictions.com) What investors can learn from the career of Nick Saban. bloomberg.com) How the market for seed rounds has changed over the past two years.

Startup 147

Startup Financial Advising Media Economy 147

Abnormal Returns

MARCH 28, 2024

bloomberg.com) Defense Anduril leads a pack of startups looking to break into the defense industry. (hedgehogreview.com) Finance How infrastructure became a big, and growing, asset class. on.ft.com) Why the Carlyle Group ($CG) has underperformed its PE competitors. on.ft.com) How drone warfare is playing out in Ukraine.

Communication 237

Communication Startup Assets Planning 237

Wealth Management

MARCH 18, 2024

The tactic can help investors with concentrated positions, but historically, it has only been available to HNW investors.

Startup 108

Startup 108

Wealth Management

AUGUST 18, 2023

Also, Altruist introduces a multiple account opening feature, more hires at TIFIN and CreativeOne partners with RISA.

Startup 97

Startup Accounting 97

Abnormal Returns

APRIL 18, 2024

fastcompany.com) Startups Great companies create markets, not the other way around. (wsj.com) Meta ($META) is rolling out its AI assistant platform everywhere. engadget.com) IPOs Why companies are staying private for longer. economist.com) Ibotta ($IBTA) is now public. tomtunguz.com) How to best use SAFE notes.

Asset Allocation 178

Asset Allocation Financial Advising Startup Assets 178

Wealth Management

OCTOBER 9, 2023

Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.

Startup 114

Startup 114

Abnormal Returns

AUGUST 11, 2023

nytimes.com) Venture capital VC-backed startups are quietly shutting their doors as funding dries up. wsj.com) Some startups that timed exits perfectly, including Honey. (nymag.com) Why fingers are being pointed at Goldman Sachs' ($GS) CEO David Solomon could use a friend.

Startup 218

Startup Financial Advising Economy Media 218

Abnormal Returns

JULY 21, 2023

bloomberg.com) Startups Tomasz Tunguz, "This is the part of the startup cycle that’s the grit-your-teeth grind." tomtunguz.com) Once hot startup Cameo is struggling. (axios.com) ETFs The Nasdaq 100 is not the best constructed index. morningstar.com) Investors can safely ignore a spot Bitcoin ETF.

Startup 203

Startup Financial Advising Media Food 203

Wealth Management

MARCH 31, 2023

Launched in 2019, the firm encountered challenges landing enough customers and additional capital.

Startup 100

Startup 100

Harness Wealth

JANUARY 24, 2023

QSBS recognition for startup founders If you’re a startup founder, one of the most important tax considerations for you will be Qualified Small Business Stock (“QSBS”) Recognition. Consult with a Harness Tax Advisor to best determine how state and local tax laws may impact your specific situation.

Startup 52

Startup Tax Planning Taxes Planning 52

Abnormal Returns

JANUARY 22, 2024

genuineimpact.substack.com) Big Tech is recycling profits into venture capital-backed startups. (herbgreenberg.substack.com) Finance In credit cards there's Visa ($V), Mastercard ($MA), and everyone else. com) Apple The Apple ($AAPL) Vision Pro is launching without a lot of popular apps. A look back 40 years later.

Financial Advising 234

Financial Advising Startup Media Economy 234

Abnormal Returns

DECEMBER 25, 2023

investmentnews.com) Startup Arch wants to build a better private capital markets workflow. (linkedin.com) The biz Vestwell just raised a new $125 billion Series D. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. riabiz.com) MSCI ($MSCI) is buying Fabric Risk.

Financial Advising 264

Financial Advising Startup Financial Advice Commission 264

Abnormal Returns

MARCH 15, 2024

fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner. (bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. axios.com) Restaurants are fighting back against no-shows.

Financial Advising 230

Financial Advising Food Startup Wealth Management 230