Key Decisions (By Company Stage)
Your company's business/life stage informs key decisioning
Pre-Read: Key Questions This Article Answers
What are the most important decisions I need to make regarding my stock options/RSUs?
What factors are most important to consider when deciding to exercise my ISO/NSO stock options, and how does that change over time?
What key decisions do I need to make if my company is pre-IPO? Publicly traded?
Key Decisions Are Both Personal and Company Driven
If you own stock comp, there are a large number of decisions to consider, but primarily just a handful of key decisions you can/should be making over time. These decisions are driven by both (1) your personal situation/plans, and (2) company dynamics.
On the company side, one of the major drivers is the company business/life stage (e.g. decisions that are "mostly obvious" when the company is seed-stage can be less clear, or even wrong, years down the line if/when the company is Series E/pre-IPO).
How Does 30-40 Wealth Define Company Stages?
There are lots of different ways to segment company life stage in the tech world. To keep it simple, we tend to think of company life stages in the following categories. Each category has its own specific key decisions and considerations, and thus a dedicated page diving into the details:
Last updated
