When is it reasonable for a founder to take money off the table?

Selling some of your own shares (a founder secondary) can reduce personal financial pressure, or it can signal the wrong thing to your team and investors. This RaisePlan premium guide gives US founders a practical framework. It covers how a secondary differs from primary financing, salary, and dividends; a clearly synthetic primary-vs-secondary math example; when a sale is more likely to be reasonable and when it raises concerns; ROFR, co-sale, and approvals; and price, information, and fairness questions. It also includes educational tax and securities flags to take to counsel, dated benchmarks from public tender-offer data, and a one-page decision worksheet.

Included with the RaisePlan paid bundle ($29). Get the bundle on Payhip.

Educational only; not legal, tax, or investment advice.