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Equity explained

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Guides

The complete employee stock option starter guide

If you’re brand new to stock options and looking for a quick introduction to the topic, this starter guide is for you.

The complete guide to exercising employee stock options

Our goal is to help you make an informed decision about how, when, and if it makes sense to exercise your stock options.

The complete guide to employee stock option taxes

If you’re a startup employee earning stock options, it’s important to understand how your stock options are taxed.

Incentive stock options (ISOs) and taxes: the complete guide

An in-depth resource on ISO taxes and strategies — written in plain English — with helpful visualizations.

Non-qualified stock options (NSOs) & taxes: The complete guide

An in-depth resource on NSO taxes and strategies — written in plain English — with helpful visualizations.

Videos

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Most popular

The complete employee stock option starter guide

If you’re brand new to stock options and looking for a quick introduction to the topic, this starter guide is for you.

Can you avoid AMT on ISO stock options?

Non-qualified stock options (NSOs) & taxes: The complete guide

Calculate the value of your startup stock options

Incentive stock options (ISOs) and taxes: the complete guide

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The complete guide to exercising employee stock options

How do I interpret the post-termination exercise language in my contract?

Tools & Calculators

Get a customized look at your equity

Stock Option Tax Calculator
See the costs to exercise your stock options, including taxes, based on your company's current valuation.
Calculate exercise tax costs
Exercise Timing Planner
Compare the difference in costs and future gains between exercising your stock options now versus waiting for your company to go public.
Decide when to exercise
Stock Option Exit Calculator
See how much you might potentially bring home if your company IPOs or exits.
Calculate potential gains
AMT Calculator
Calculate how many incentive stock options (ISOs) you can exercise in a calendar year without paying alternative minimum tax (AMT).
Calculate AMT
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For most, exercising stock options ranks as one of the top lifetime expenses. It’s a big decision and we’re here to help -- from equity planning to stock option financing.

Calculate exercise costsLearn about non-recourse financing
  • Tools to help you understand your equity
  • Personalized 1:1 guidance from equity strategists
  • Low-risk financing to buy your options
  • No need to pay back until your company exits
  • Tools to help you understand your equity
  • Personalized 1:1 guidance from equity strategists
  • Low-risk financing to buy your options
  • No need to pay back until your company exits