Your strategy shouldn't be a "best guess."
Claude reasoning meets the Secfi engine
Introducing Maeve
Built for the nuance of equity
Built on your unique financial profile
Your equity and tax situation is rich and complex. Our platform maintains this context so Maeve can model scenarios based on your actual profile, not a guess.
Logic you can trace
We’ve anchored Claude’s reasoning to our proprietary APIs. Our "Trace" feature helps you verify values back to the source, ensuring your models are grounded in data, not hallucinations.
company: name: Anthropic taxProfile: filingType: single state: CA income: 285000 dependents: 1 federalTax: taxableIncome: 248300 effectiveRate: 0.22 marginalRate: 0.32 stateTax: taxableIncome: 271500 effectiveRate: 0.073 marginalRate: 0.093 amt: tentativeMinimumTax: 62400 regularTax: 54600 amtOwed: 7800 exerciseNow: grossProceeds: 12450000 totalTaxes: 2720000 netAfterTax: 9730000
Should I exercise now or later?
Curated market signals
Your shares don’t exist in a vacuum. Maeve synthesizes live data from secondary markets, 409A updates, and fund marks to provide a current view of your portfolio's potential value.
Secondaries
Acme raises $150M Series D at $3B valuation
Acme Named Top Performer in Gartner
Acme Appoints New Chief People Officer
Frontier AI, grounded in specialized logic
We’ve merged frontier AI logic with your rich financial data and our proprietary calculation engines to bring clarity to your most complex scenarios.
More about Maeve
You can import your equity grants directly from Carta, upload your grant documents or enter your grant details manually and enter your tax profile to get started. Maeve tracks and remembers this data to run calculations specific to your situation rather than relying on generic assumptions.
Your data is encrypted and used by Secfi to power your experience with Maeve and other Secfi products and tools. Secfi does not sell your personal or financial information to third parties.
Maeve can handle all types of equity: ISOs, NSOs, RSUs and shares. It tracks and factors in vesting schedules, exercise costs, and tax implications like AMT so you can compare scenarios across your specific grant types.
Maeve is connected to your actual equity grants and tax profile, and runs calculations through Secfi's proprietary financial engines. Instead of generic explanations, we model potential outcomes based on real numbers.