Navigating the complexities of Founder Finances.
David Kim is a 38-year-old founder of a SaaS company with $2 million in ARR. He’s weighing a Series A funding round or acquisition and holds $500,000 in a personal investment portfolio along with complex RSU holdings. He desires to purchase a $1.2 million home, but the projected $8,000 monthly PITI payment feels daunting alongside his company's financial needs and the uncertainties surrounding a potential liquidity event, and future tax implications.
Using the PITI calculator, we determined that David's initial estimations were accurate. By then using the Student Loan Calculator (to model potential future needs), we were able to stress-test the impact of the housing payment, potential future college costs, and business growth scenarios. The Refinance Calculator explored potential options to lower the monthly payments through strategic refinancing down the road, providing more flexibility.
The PITI calculator quickly revealed David's payment obligations, while integrations with our scenario planning tools let us model different financial futures. This holistic view enabled informed decision-making.
$4,000 annual reduction in taxes. Peace of mind knowing future scenarios have been accounted for.
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