Got 10 minutes?
Our Equity Planner guides you through each step as you enter all your details.
In under 10 minutes you’ll have a full view of all your equity opportunities — side by side for your own comparison.
The first ever DIY Equity Planner, built for you
Easily create and compare different plans like exercising your equity now versus waiting until your company goes public, or selling shares you already own instead of holding them long term.
As the market changes, you may need to alter your equity plan. Your data is securely saved in your account, so you can update your plan anytime to be sure your approach is still right for you.
Equity Planner FAQs
To fill in your Equity Planner details correctly, make sure you have your company’s equity grant information handy.
Yes, it’s how we can properly save your data so you can edit your plan’s details at any time.
While our other tools solve specific problems for our startup peers, the Equity Planner actually paints a full picture of all your available equity opportunities. It’s the first and only tool on the internet that lets you compare the differences in cost, risk, and potential gains with each possible choice you’re considering.
Absolutely! If at any point you have questions about your plans or you're wondering about your equity comparisons, you can reach out to our Equity Strategist team for help.