Jesse Klein

Jesse Klein's articles

Jesse was born and raised in the Bay Area. She crossed the country to go to the University of Michigan before heading back to her roots in San Francisco at eShares.

Product update: eShares Financings

Raising a round of financing is a coordination effort between company officers, lawyers, and investors. During a round, it’s important for founders to have...

Product
Jesse Klein

From cars to scooters, Scoot Networks' VP of Finance journey to the rental business

Sunaina Seelam is the VP of finance at Scoot Networks. After working in the automotive industry, shifting to the rental business model at Scoot was...

Interviews
Jesse Klein

How our mottos help women succeed

On Thursday, August 31st eShares partnered with Girl Geek Dinners to host a panel and Q&A with a few of the leading women...

Highlight
Jesse Klein

Inside Cap Tables: When the cap table gets unwieldy

Ross Lerner has worked on the finance team at a number of startups over the past three years. Early on, excel was the default for...

Interviews
Jesse Klein

How to do 409A valuations in three highly disruptive industries

Chad Wilbur, eShares’ Head of Valuations, recently wrote a blog post on why startup valuations are broken. To summarize, 409a valuations use public market comparables...

Education
Jesse Klein

10 common cap table mistakes

Every cap table problem stems from two basic sources: lack of institutional control and excessive versions. Having to request your cap table from a law...

Education
Jesse Klein

Financing a non-profit in the startup world.

Latoya Botteron is the CFO of the nonprofit, Central Indiana Corporate Partnership (CICP). The organization brings together chief executives on Indiana's most prominent corporations, foundations...

Highlight
Jesse Klein

Which cities have the highest startup valuations?

Silicon Valley used to be the only place to be a startup. If you wanted capital, access to talent and experienced investors you had to...

Education
Jesse Klein

Negotiating Vendor Terms as a Startup CFO

Ken Stumder is the VP of finance of Bombfell. Bombfell is a subscription clothing service for men. Personal stylists select and mail clothes to their...

Education
Jesse Klein

NYC CFO Summit: Secondary Markets Panel

At our second CFO summit in NYC, we held a panel to discuss the intricacies of secondary markets. John Buttrick, a partner at USV gave...

Education
Jesse Klein

What to know about Tender Offers

This presentation is meant for educational purposes only. eShares does not provide legal, financial or tax advice of any kind, and nothing in this presentation...

Education
Jesse Klein

NYC CFO Summit: highlight reel

On June 16th, eShares held a CFO Summit in NYC. The goal is to connect a community of CFOs to gather insights and distribute advice....

Education
Jesse Klein

NYC CFO Summit: Kevin Weinman of Mohawk

In June, we held a CFO summit in NYC. Kevin Weinman, the EVP of Finance at Mohawk Group talked about the importance of debt to...

Education
Jesse Klein

NYC CFO Summit: Jack Sinclair of Stack Overflow

Jack Sinclair is a the CFO at Stack Overflow, an online community for developers. Their Q&A format on niche topics inspires 40 million...

Education
Jesse Klein

New sidebar navigation

People use eShares for multiple and distinct reasons. Equity managers issue stock on behalf of a company while also maintaining a portfolio of their own....

Product
Jesse Klein

SF CFO Summit: expert advice on secondaries

eShares held a panel discussing secondary transactions at our CFO Summit in May. The head of our corporate business team, Alessandro Chesser moderated the discussion....

Education
Jesse Klein

Case Study: Cap table snapshots sealed the deal for Trello

In early 2017, Atlassian announced it would be acquiring Trello for $425 million. The months of negotiating and due diligence was aided by Trello's reliance...

Education
Jesse Klein

Cap Tables: an exercise in Excel's limitations

To a newly formed startup the idea that your cap table could become a massive headache seems ridiculous. Early on in a startup’s life,...

Education
Jesse Klein

Fireside Chat with Allen Shim, SVP of Finance & Operations at Slack

At the eShares CFO Summit in San Francisco, our CFO Charly Kevers sat down with the Allen Shim, the president of Finance and Operations at...

Education
Jesse Klein

Even for early-stage companies, have a long-term business model

On May 19th, eShares held a presentation and discussion for the Bay Area CFO community. One of the speakers was Stephanie Gantos, the VP of...

Education
Jesse Klein

Think like a COO not just a CFO

As part the eShares CFO Summit on May 19th, Lever's CFO, Eileen Treanor, spoke about the challenges of finance at a mid-stage company. Lever is...

Education
Jesse Klein

San Francisco CFO Summit Highlight Reel

On May 19th, 2017, eShares held a community event for Silicon Valley CFOs. The theme of the event was taking a seed startup to IPO....

Education
Jesse Klein