Decide when to exercise your stock options
Compare the difference in costs and future gains between exercising your stock options now versus waiting for your company to go public.
Discover the impact of long-term and short-term capital gains
The higher your company valuation gets, the higher your taxes will usually be when you exercise your stock options. Use our Exercise Timing Planner to see whether you can save on taxes by exercising now.
Compare long-term vs. short-term capital gains strategies
Detailed breakdown of potential costs and gains
Plan ahead by modeling potential future gains. Adjust your company's exit value and see how your exercise and tax costs change vs your potential gains.
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.
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.
Learn more about financing
Check out more resources or get personalized advice
Our solutions for your equity
Non-Recourse Financing
Tap into the value of your shares without selling or get an advance to exercise.
Explore Financing
