
Equity Planner
Create and compare personalized plans for your stock options



About | Details |
---|---|
Name: | Equity Planner |
Submited By: | Lamont Strosin |
Release Date | 2 years ago |
Website | Visit Website |
Category | Fintech Investing Personal Finance |
Add your stock options, choose the plans that you want to compare and see a personalized breakdown of the tax implications and potential net gains. There are plans for early exercising, what an IPO could look like, potential outcome of a secondary sale & more!
Congratulations on the launch of Equity Planner! It's great to see such a comprehensive and innovative tool to help navigate stock options. I'm excited to see how it will be used and to learn more about the potential outcomes of early exercising, IPOs, and secondary sales.
11 months ago
I love a good calculator. Sometimes doing the math can result in counter-intuitive results or big changes to a plan.
1 year ago
Hi PH! 👋, Stock option planning is COMPLEX. As startup builders ourselves, we know. There’s tax implications, exercise moments, short term and long term capital gains, Alternative Minimum Tax, and much more. But it IS really important to plan ahead, because it can potentially save you a lot in taxes if your company exits. Especially when that’s a few years from now. That’s why we’ve built the Equity Planner. It can generate, show and compare potential outcomes. It was designed to also help you understand some key concepts of your equity while you’re filling in your information. And it just takes a few minutes to complete. So pop in your stock option details, estimate an exit date and value for your company (no worries, you can play with these values later on 🔮) and select the plans that you would like to compare. The result will be a side-by-side comparison that will give you insight into what these different scenarios could mean for you personally. We’ll save them for you, and then you can edit things later by adjusting the exit date and price, swapping out plans, adding a stock option grant, and much more. All of this is available for free. ➡️ <a href="https://secfi.com/tools/equity-planner" target="_blank" rel="nofollow noopener noreferrer">Check it out here</a> Note: because almost all of the calculations depend on the tax system, the planner currently only works for US tax payers. My team and myself would love to hear what you think! Joost
1 year ago
Wow, this sounds awesome! 🤩 Can't wait to try out the Equity Planner and see what it can do 🤓 Thanks for making it easier to plan ahead. 🙌
1 year ago
much need product for the hour! tried signing up and found that India is not supported for equity planner. curious when you will supporting the same?
1 year ago