Christopher Nelson's Linkedin Analytics

In the early 2000s, my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. In 2009, I burned out hard. My new plan was to work for equity in tech start-ups and become financially independent. Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). What happened? Did I screw up everything? I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan. My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook." Key lessons learned after first dead-end tech startup: -In trading my time and talent for equity, I need to think like an investor -Create a rigorous due diligence process -Don't fear failure, stay in the game -Keep learning May 2011, Started at Splunk Pre-IPO April 19th, 2012 Splunk had a break-out IPO April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks. Key lessons learned after the first IPO: -How to invest in private equity real estate -Set up my family for generational wealth -Own the result (don't put my future in someone else's hands) New Mission: Be the Founder of a DIY Family Office to become Financially Independent. Strategy: -Live within paychecks -Bonuses for extras -Invest all of our equity I climbed the ladder to become a CIO. At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder. I changed roles and reduced my scope. On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design. I founded WealthOps Collective in 2023 to equip technology professionals with the skills to build and run their portfolios. My Portfolio: -3 Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time -Replaced 75% of my paycheck with portfolio income -Built my DIY Family Office -Running a company structured around my life My Results: -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. -$223 Million AUM with investors -7 Investments gone full cycle with an Avg 19.4% IRR to investors -1000+ tech employees being educated on Managing Tech Millions -20+ and growing Portfolio CEOs My mission - 1000+ Portfolio CEOs Learn more about how I did this → GO HERE: https://managingtechmillions.com DM -> "Portfolio" for more info.