Welcome to the final part in the Klaviyo IPO blog mini-series! This blog wraps everything together at a high-level so you can feel as prepared as possible for the Klaviyo IPO. If you haven’t read part 1 (What to expect with Klaviyo’s IPO), part 2 (5 mistakes to avoid) and part 3 (Creating a plan[…]
Financial Planning For Klaviyo’s IPO: Creating A Plan For Your RSUs, ISOs + NSOs (Part 3)
Welcome to part 3 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the RSU, ISO and NSO execution strategy when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO) and part 2 (5 mistakes to avoid) then I highly recommend going back and reading[…]
Financial Planning For Klaviyo’s IPO: 5 Mistakes To Avoid (Part 2)
Welcome to part 2 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the 5 main mistakes to avoid when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO), then I highly recommend going back and reading that blog since it will provide valuable context[…]
Financial Planning For Klaviyo’s IPO: What To Expect (Part 1)
On Friday, August 25th, 2023, Klaviyo finally filed its S-1 (a public document filed with the SEC to kick off the IPO process). If you are a Klaviyo employee… woohoo! This is amazing news. You may be feeling excited, stressed, anxious and confused all at once …. and that’s totally normal. If you have equity[…]
Your Simplified Guide To Equity Compensation At Start-Ups
Congrats! You’re working at a start-up and you’ve been granted equity compensation so you can participate in the future growth of the company. Do you feel more invested in the company? I hope so. But what does this equity compensation mean to you? How does this impact your financial life? What are the risks?[…]