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by bbq 1239 days ago
Importantly they said within a year they will go public OR do a private market transaction to make employees liquid
1 comments

That’s a LONG time (in total) for employees to wait for liquidity. Yes, they likely provided some opportunities for early employees to liquidate some of their holdings, but it’s got to suck to sit on that much funny money for so long.
An IPO will be longer. With the locked out period it will be more than a year
Not necessarily if they do a direct listing.
A direct listing would be very unfair to the banks that have patiently waited years to take a multi-billion-dollar chunk of Stripe’s upside in exchange for setting the IPO price (integer between 20 and 50).
The level of shade is about as high as the expected ipo pop
Thank you for a great chuckle
> unfair to the banks
but at least in an IPO the company would get a financing round, and the banks get to manipulate the market with a stabilizing bid indefinitely

direct listings completely rely on retail buyers for liquidity, and even in the frothiest markets that's not enough money in the face of all employees and the company dumping shares immediately

> direct listings completely rely on retail buyers for liquidity, and even in the frothiest markets that's not enough money in the face of all employees and the company dumping shares immediately

IPOs typically have a lockup period, which means that employees will always be selling to retail buyers, whether on Day 1 with a direct listing or Day 90/180/etc. when the IPO lockup expires.

Those 3rd homes in Miami aren’t going to buy themselves.
> Those 3rd homes in Miami aren’t going to buy themselves.

They will if they come with a chatGPT4 assistant as standard.

They've had several options for employees to liquidate some of their holdings before now. They've generally only been open to current employees, but one a few years ago was also open to past employees.
Those offerings are only for options holders. RSUs cannot be traded; otherwise, every RSU holder has to pay taxes.
I assume Stripe is giving out "Double Trigger RSUs" then? https://blog.pragmaticengineer.com/equity-for-software-engin...

Otherwise people are getting taxed now anyway if they are getting RSUs at a private Stripe, right?

Noob question that I am sure is answered many times. What are the catalysts for a private company switching from options to RSUs (double trigger). In my previous role I got RSUs (double trigger), but now at a much smaller startup I have an option package. As an employee RSUs are a bit easier to make sense of, but both are equity instruments at the end of the day. When, and why does that transition happen?

Edit this is answered fairly well here: https://www.parkworth.com/blogs/pre-ipo-tech-giants-using-do.... The TLDR is SEC rules and limited perceived upside of options (although I imagine that could be solved via a lower strike price).

> What are the catalysts for a private company switching from options to RSUs (double trigger).

For employees at very early companies that are going the venture route, ISOs are a no-brainer. The company is small enough that the strike price isn't too onerous, the company is too small to hit up against the IRS limits, and they provide pretty good tax treatment under the assumption that the company will grow massively in value - like, 100,000x - which is the the optimistic case that everyone wants to optimize for.

For employees at late stage companies (e.g. last funding round before IPO), ISOs are a rough deal. The strike price is large, so the only people who can afford to exercise them before a liquidity event are people who are already independently wealthy. The tax benefits are also still present, but smaller, because the expectation is that the company might grow 10x in valuation, but not 100x or 100,000x (most $100M companies are not going to grow to $10 trillion in valuation).

RSUs avoid that problem, by requiring zero cash up-front, in exchange for less favorable tax treatment in the "company grows 100x-100,000x" case - which is fine, because that's less relevant.

Of course, the billion dollar question is where the inflection point happens - when do RSUs become a better deal than ISOs? There's no universal answer to that, and some of that depends on specifics of the company, and some of that also depends on who you ask (certain people will benefit more than others from the switch at different points, so it depends on how much the company is weighing each of those [metaphorical] stakeholders).

ISOs also have one other advantage for companies: because they have to be exercised within 90 days of departure, a large portion of ISOs that are granted will never actually be exercised (the employee will choose to leave them unexercised, either because they don't have the money to pay for the exercise price + taxes or because they don't want to). So every option granted is <1 share actually given up (in expectation), allowing the company to grant bigger compensation packages (because some portion of those will not actually be used, and can therefore be reallocated to someone else).

With RSUs, every RSU granted is 1 share actually given up (except in the case where the RSUs expire, which makes the company look bad).

Correct. Stripe gave out stock options until around 2016 or 2017, then switched to double-trigger RSUs.
This happened to me this year with another company. They opened up the ability to sell back RSUs, and a chunk of them got sold to pay for taxes.
As someone who only has dealt with public companies, how is that different from my having to pay taxes when my RSUs vest?
At Stripe, when your RSU vest, you still don't have the ability to buy the shares. Instead you have to wait for a liquidity event, or for 7 years to pass (making the shares worthless).
With RSUs, stock is deposited in my brokerage account that I can sell anytime I want.

I get to choose whether I want them to sell enough to cover taxes or whether I want to cover taxes some other way,

So you get absolutely nothing liquid when you get your RSUs at Stripe? What’s the point and how is that different from getting stock options?

it can be done (via eg waiving the 2nd exit trigger and converting to common) but is pretty complicated