On this episode of Investor Connect, Hall welcomes Jaime Moreno de Los Rios, Chief Operating Officer at Secfi.
Headquartered in San Francisco, California, and founded in 2017, Secfi is trusted by thousands of startup employees for equity planning and financing. Secfi is the first to provide a proprietary suite of equity planning tools, 1:1 guidance with licensed equity strategists, and a set of financing products that enable employees to own a stake in the company they helped build. They also provide company-wide education for startups at all stages to help their team make the best decision for their own situation. Currently, they have worked with employees from more than 80% of all U.S. unicorns.
Jaime’s career spans across investment banking and five years of building startups. Prior to Secfi, he was VP of Corporate Development & Investor Relations at Flexport, where he was also Head of Flexport Capital, the lending business.
In the past, he spent ten years in investment banking at J.P. Morgan in San Francisco, London, and Hong Kong, where he advised tech startups on more than $20bn worth of capital raisings, M&A, debt offerings, and IPOs. Jaime also spent two years working for the German venture builder Rocket Internet as Country Manager for Spain and Nigeria.
Jaime holds a double major in Law and Business Administration from the University of ICADE in Madrid.
Jaime discusses the most important lesson he’s learned in helping companies and employees get the maximum value out of their equity, what online information source he finds most helpful in his work, and if he were to start a new business what it would be.
For a full transcript, click here.
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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.