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Personal Finance for Startup Founders Course: The proven strategies to master equity, tax optimization, smart cash flow, and planning for your ultimate exit.
Full Access: Revisit the course whenever you need a refresher, especially as your startup grows and faces new financial challenges.
PLUS, Your $1 Trial Includes:
Carry Platform: Your all-in-one hub for tax-advantaged accounts, investing, and simplifying complex financial tasks.
+ Bonus Courses, Live Expert Q&As, and More!)
How it works:
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Post-Trial: $29/month – A small investment to secure your startup’s financial future (and your own!)
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You downloaded the free ebook – great start!
But here’s the reality: building a startup requires going deeper.
Most founders get into building companies because they have a killer product idea or technical skills. But not knowing how to structure and manage the financial side can put even the best companies in less than ideal situations.
Financial pitfalls can (and do) trip up even the smartest founders.
Bad equity splits, crippling tax bills, cash flow crises…they’re NOT inevitable.
And I get it, it’s easy to want to glaze over anything that starts with “finance” but with the right knowledge and blueprint, you can set yourself up to be in the best place possible and see your vision come to life.
Get the complete playbook & more (and try it for $1)
Gain the essential financial tools and knowledge designed specifically for startup founders. Navigate equity, fundraising, team compensation, and exit strategies with confidence.
Part 1 – Introduction
1. Introduction and How to Use the Course
2. Personal Finance 101
Part 2 – The Start
1. How Equity in a Startup Works
2. How to Incorporate Your Startup
3. Introduction to QSBS
See for yourself– Would you know how to handle these?
Equity Disaster
Your cofounder quits after 6 months. Do you know how to protect your ownership stake, so they don’t walk away with half your company?
Investor Demands
You’re in funding talks, but investors want a bigger chunk than you expected. Could you have negotiated better terms from the start?
Tax Trap
It’s tax season, and you realize you’re missing out on major deductions for founders. How much money are you leaving on the table?
Cash Flow Crisis
The market takes a downturn. Do you have the financial plan to weather the storm and keep your startup afloat?
Most Founders Get These Wrong (At Least Early On)
The truth is, these scenarios aren’t uncommon. But, with the right knowledge, they’re entirely possible to navigate (or avoid completely).
What Makes This Course Different
I’m Ankur Nagpal, founder of Carry (previously founder of Teachable which was acquired by Hotmart).
I put this together because I know these pitfalls firsthand. Everything you’ll learn in this course is based on my real-world experience building multi-million dollar businesses – the messy, costly stuff you won’t find in a textbook. We’re going deep, because understanding this could impact your life and the lives of every person working to make your startup a success.
Here’s a taste of what you DON’T want to learn the hard way:
- Equity Mistakes that Cost Millions: How to ensure you and your early hires get a fair slice of the pie you’re building.
- The Tax Move That Could Save You Tens (Or Hundreds!) of Thousands: It’s called QSBS, and most founders don’t even KNOW about it (but knowing how to structure your startup correctly means you could potentially pay $0 in federal taxes up to $10m when you sell). Not a loophole or grey area, just something most founders don’t know how to do.
- Paying Yourself (Legally) While Keeping the Business Afloat: Founders work crazy hours. Don’t let finances be the reason you burn out before takeoff.
- Building Wealth, Beyond the Big Exit: Even if your startup does AMAZING, there are strategies to maximize your gains AND set yourself up for life.
This Course is YOUR Short-Cut:
Don’t get me wrong, you probably could figure this out on your own through years of trial, error, and expensive consultations. But why? This course is my distilled, road-tested knowledge. Don’t let financial rookie errors derail the amazing company you’re building.
I’m Ankur Nagpal 👋🏽
I’m a second-time startup founder and everything in this course is a result of hard-won lessons over the last decade building and investing in startups.
- I was born in India and grew up in Oman in the Middle East before moving to America for college.
- I started a business out of my dorm room that built and monetized Facebook applications. I made millions of dollars in this business (that I paid stupidly high taxes on)
- At 24, I started Teachable. Over the next 6 years, we scaled the business to $60M in ARR and an eventual ~$250M acquisition. Selling the company here was an inflection point for getting interested in personal finance and startups.
- At 31, I started Vibe Capital, an early stage venture fund that raised ~$80M and invested in 80+ tech startups.
- At 32, I started Carry — the platform you are on now with the mission of helping business owners build wealth by being smart about money and taxes.”
This Course is YOUR Short-Cut:
Don’t get me wrong, you probably could figure this out on your own through years of trial, error, and expensive consultations. But why? This course is my distilled, road-tested knowledge. Don’t let financial rookie errors derail the amazing company you’re building.
Invest In a Future You’ll Thank Yourself For
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P.S. That free ebook you just downloaded? It’s the tip of the iceberg. This course unlocks the strategies that determine the financial health of your startup and your own future wealth.