managing stock options
vetting start up ventures
Successful entrepreneurs tend to be distrustful of Wall Street, and often think their only other option is to manage their money themselves. Delphi works with entrepreneurs like Brad to help them protect their hard-earned success, providing them with an investment plan as well as a team to execute it. Our reporting system helps them feel in control of their overall situation while not responsible for the day-to-day management of their liquid assets.
We also provide entrepreneurs with a framework so they can evaluate their capacity to invest time and/or capital in new ventures. This framework can help them ensure they don’t commit so much that they unintentionally put their financial future at risk. By working with Delphi, people like Brad can focus on what they do best – building their next great company.