Sarah's Company Size Framework

A framework for evaluating companies that offer both career growth and significant financial upside through equity, specifically targeting mid-sized companies with strong growth potential.

Core Criteria for Target Companies

• Companies with 500-1500 employees
• Must offer significant equity compensation (around $40-50k/year in RSUs)
• Strong potential for 10x growth
• Stable enough to provide good benefits and job security
• Public or late-stage private companies

Investment Strategy Approach

• Trade time for restricted stock units (RSUs)
• Target $200k in stock over 4 year vesting period
• Goal: Turn $200k equity into $1M+ through company growth
• Join as employee #500-1500, not necessarily in leadership
• Focus on companies with products you can "touch and feel"

Example Companies Mentioned (Pomp's List)

10x Reputation Companies

• OpenAI
• Anduril
• Note: May not have 10x stock potential but great for career growth

10x Potential Companies

• 8 Sleep

  • Profitable
  • Only 80-85 employees
  • Strong operator team
  • Hardware + software combination

• Varda

  • Space manufacturing facilities
  • Manufacturing drugs in zero gravity
  • Potential cost advantages in space manufacturing

• Figure AI

  • Humanoid robots for warehouses
  • Raised over $1B
  • Competing with Elon Musk
  • Addressing labor shortage problems

• Traba

  • Fast-growing company in Founders Fund portfolio
  • Solving temp labor problems
  • Strong founding team with proven work ethic

• Placer.ai

  • $100M in annual revenue
  • $1B valuation
  • Location analytics for retail/real estate
  • Strong B2B software play

Deep Tech Opportunities

• Rainmaker

  • Cloud seeding technology
  • Weather modification potential
  • Starting with farming applications

• Galvanick

  • Cybersecurity for public infrastructure
  • Founded by ex-National Security Council member
  • Addressing critical infrastructure protection