• Introduction
    ▼
    • Why Companies Are Embracing Employee Liquidity
    • How to Run a Successful Liquidity Program
  • Set Eligibility and Restrictions
  • Identify an Optimal Buyer and Structure
  • Set a Price
  • Investigate Impact on the 409A Valuation
    ▼
    • 409A Valuation
    • Hypothetical Scenarios
  • Prepare Company Disclosures and Information for Due Diligence
  • Provide Information to Employees
  • Determine the Legal Implications
    ▼
    • Stock Transfer Restrictions and Rights
    • Symmetry of Information Sharing
    • Exposure to Legal Liabilities
  • Determine the Tax Implications
    ▼
    • Taxation Issues Around Each Type of Stock Issuance
    • QSBS-See If Anyone Qualifies for Special Tax Treatment
    • How to Make an Employee Tender Offer Less Taxing
  • Get Your Message Right – Inside the Company
  • Conclusion
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You are here: Home1 / 2021 in Review

Let 2021 be remembered as a year of perseverance: for the private companies and founders that outperformed expectations and carved their own path to high-growth.

And for the expanding community of leaders within The Circle that invested in their personal development by exchanging insights and support.

With the closing of Fund III ($355M) and an expanding team, Founders Circle is proud to support the leaders of high-growth companies in our portfolio by providing flexible capital and the tools to develop their leadership skills within a private community of their peers.

Current Portfolio Company Stats

An uncertain economic climate didn’t stop these companies from
achieving milestones and exceptional performance this year:

cumulatively valued at $117B*

*as of IPO or acquisition

ANNOUNCED INVESTMENTS

We had the opportunity to join and further support team members of the following companies:

TOTAL INVESTED IN 2021

ACROSS OUR FUNDS: $202M

For more on why we invest in people-building
Read Our Story

In 2021, we welcomed four new CXO titles into The Circle – Founders Circle’s private community for growth stage executives (both within and outside our portfolio) designed to help leaders scale themselves so they can scale their companies.

Community Stats

Together, these CEOs, CFOs, and CHROs dove into their toughest challenges through highly interactive, peer-driven, multi-modal collaborations that went far beyond a calendar of events.

Circle peers convened to share scar tissue & best practices on burning topics important to them:

For more on The Circle check out
Your Leadership

From us to you, we wish your 2022 to be a year of hope, ambition, and prosperity.

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