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At Holistic Capital, we help founders make smart financial decisions from day one, ensuring you're positioned to grow wealth alongside your company.
You're not just building a business - you're building your future.
- Cap Table Strategy & Optimization
- Equity Compensation Guidance
- Liquidity Event Preparation
Cap Table Strategy & Optimization
We help you understand and structure your cap table to maintain ownership, attract the right investors, and prepare for future funding rounds — all while protecting your long-term upside.
Equity Compensation Guidance
Design and manage stock options, RSUs, and founder shares that align with your company’s growth and your personal financial goals. Whether you’re granting options to employees or receiving equity yourself, we ensure it’s structured for maximum value.
Liquidity Event Preparation
Whether it’s a secondary sale, acquisition, or IPO, we help you plan ahead so you can capitalize on opportunities and avoid common tax and legal pitfalls. Our goal is to turn a business win into lasting personal wealth.
Why It Matters
"Most founders are too busy scaling their business to think about how it fits into their financial future. At Holistic Capital, we provide the clarity, structure, and strategy to help you make smart decisions - without sacrificing your focus, your time, or your personal outcomes."