Balancing personal finance, business growth.
David, founder of a $2M ARR SaaS company, was contemplating purchasing a new home. Simultaneously, he was exploring a Series A funding round or potential acquisition. He had $500,000 available in his personal portfolio and complex RSU holdings. The dilemma: should he use cash to buy down the mortgage rate with points, or reserve that capital for potential reinvestment in his rapidly growing business or future tax liabilities related to his RSUs?
Using the Mortgage Points Calculator, David determined that purchasing discount points would save him $25,000 in interest over the life of the loan, with a break-even point of 5 years. However, by utilizing the Put Option Calculator, he could assess the potential upside of using that $25,000 to hedge his company stock. Ultimately, he decided against purchasing the maximum points and instead used the remaining capital to diversify his portfolio and prepare for potential Series A fundraising.
The Mortgage Points Calculator allowed for sensitivity analysis by varying the number of points purchased and comparing the total cost with the potential savings. The Put Option Calculator assisted in estimating the potential gains and losses of option strategies.
$25,000 interest saved, mitigated risk in company stock via options trading education
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