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Discover the potential returns of your equity

Enter different share prices or company valuations to better understand how that impacts the value of your equity if you sell it.


A calculator to explore various exit scenarios

Calculate capital gains and exercise costs

Get a thorough breakdown of both federal and state tax implications, including the Alternative Minimum Tax (AMT).

Explore potential taxes based on future share growth

Get an idea of how different company valuations or price per share can impact your current or future tax bill.

Effortless data import from Carta

Easily import your equity data from Carta with just a few clicks, ensuring that all your information is up-to-date and accurately reflected in your tax calculations.

Liquidity solution

Need help covering the cost of exercising?

Exercising stock options can be one of the biggest financial costs you'll ever face. It’s a big decision and we’re here to help - from equity planning to stock option financing.

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Calculate gains and taxes for your equity

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Our solutions for your equity

Non-Recourse Financing

Tap into the value of your shares without selling or get an advance to exercise.

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We’ll help sell your shares. Get access to our network of buyers.

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Financial Advice

Get personalized financial advice and investment management.

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