Periagoge
Scenario

When startup founders disagree about corporate investment strategy

My co-founder and I are bootstrapping our startup and we finally have some money to invest for the company's future, but she wants to put it in index funds for steady growth and I want to invest in individual tech stocks since we understand the sector, and we're realizing we have completely different relationships with risk.

More people experience this than they realize.

What we've seen

Partners are discovering that professional risk tolerance and investment philosophy may not align despite shared entrepreneurial ventures.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.