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Learning hub

Welcome to the Learning Hub

Your go-to resource for making the most of your private company equity stake

Here, you’ll find information for every stage of your equity journey: from understanding equity compensation and liquidity events (we love company-led tenders) to navigating personal finance topics, such as tax on equity compensation, whether working with a financial advisor is right for you and transacting in the secondary market. Consider us your partner in maximizing your knowledge and the benefits of your equity.

Learning Sections

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Equity Compensation

Equity can be one of the most valuable – and confusing – parts of working at a private company. Learn how stock options, RSUs, and other equity awards work, and what they could mean for your financial future.

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Tenders & Liquidity

Everyone knows about IPOs, but as private companies are staying private longer, there are other paths to liquidity. Explore how tender offers, secondary sales, and other events give employees and investors opportunities to turn equity into cash before a big event.

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Personal Finance & Tax

Equity is more than just stock—it’s part of your financial life. From taxes and cash flow to diversification and long-term wealth planning, learn how to make smarter decisions with the equity you earn.

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Trading & Investing in Private Company Shares

Private company shares don’t trade like public stock—but they can still be bought, sold, and invested in. Get the basics on the secondary market, transfer restrictions, and fund vehicles that open access to private investments.

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