Jesse Klein

Jesse Klein

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.

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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

What to know before selling private shares

Traditionally, the only way to sell private shares has been to wait until the company IPOs or gets acquired. With more companies staying private longer...

Education
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