Strategic debt management for SaaS founders.
David Kim, the 38-year-old founder of a $2M ARR SaaS company, is weighing a Series A funding round versus a potential acquisition. His personal portfolio, while substantial at $500K, is heavily tied to his company's stock, and he's facing a significant cash flow crunch. Due to the timing of a large RSU vesting event, he needs $75,000 to cover taxes and expenses, but selling company stock right now feels like a terrible option given the acquisition possibilities.
Using Golden Door Asset's Personal Loan Calculator, David modeled different loan scenarios to determine the optimal loan amount, interest rate, and repayment term to cover his $75,000 shortfall. By securing a personal loan with favorable terms, he avoided prematurely selling his potentially high-value stock and maintained financial flexibility during a critical period for his company.
The Personal Loan Calculator allowed David to input the loan amount, interest rate, and loan term to generate an amortization schedule and determine monthly payments. He then used the refinance calculator to explore potential future strategies.
$250,000 potential upside by avoiding premature sale of stock at a lower valuation, and maintaining acquisition optionality.
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