Introducing Maeve. AI built for your equity.

Try it now
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started
For Employees
  • Secfi Liquidity
    • Liquidity Solutions For Employees

      Learn about our exercise and liquidity offerings for your options and shares.

    • Secondary Sale

      Get cash by selling your options or shares through our network of buyers.

    • Non-Recourse Financing

      Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.

  • Secfi Wealth
    • Financial Advice For Employees

      Learn about our wealth management approach for those with equity.

For Executives
  • Secfi Liquidity
    • Full-Service Liquidity Solutions

      Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.

  • Secfi Wealth
    • Full-Service Wealth Management

      Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.

  • Employee Benefits
    • Financing For Your Teams

      Learn about our equity solutions to support and empower your team.

    • Equity Education For Your Teams

      Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.

For Investors
  • Secfi Asset Management
    • Secfi Asset Management Overview

      Comprehensive overview of Secfi's asset management strategies and services.

  • Offerings
    • Diversified Funds

      Invest in late-stage startups through Secfi's expertly managed diversified fund.

    • Tailored SMA Vehicles

      Partner with Secfi for customized funds in late-stage private companies.

    • Secfi Secondaries

      Connect and invest in private equity of leading startups via Secfi.

Tools
Introducing Maeve

Introducing Maeve.

AI built for your equity.

Try it now
  • Calculate
    • AMT Calculator

      Exercise incentive stock options without paying the alternative minimum tax.

    • Equity Planner

      Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.

    • Exercise Timing Planner

      Decide whether to exercise your stock options now or later.

    • Stock Options Tax Calculator

      Calculate the costs to exercise your stock options - including taxes.

    • Stock Option Exit Calculator

      See what your stock options could be worth.

    • Equity Compensation Calculator

      Confidently negotiate your equity compensation

  • Insights
    • Private Market Insights

      Value your pre-IPO stock with private market data

Resources
  • Resources
    • Secfi Learn

      Find answers, guides, explanatory videos, and more about your equity and finances.

    • Company Case Studies

      Curated content for employees of the best startups

  • Newsletter
    • Founders & Funders

      Weekly newsletter on what's happening in startups, venture capital, public markets, and more

MaeveNEW
LoginGet started

0 result

Man with 48,000 ISO deciding to exercise today or wait until IPO
Exercise timing planner

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.

Sign up to calculate

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.

Sign up to calculate
Features

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 or docs

Easily import your equity data from Carta or upload your grant/tax documents and we'll automatically extract the key details for you. It only takes a few clicks, and ensures that your information is up-to-date and reflected in your 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.

Learn more about financing
Want more?

Check out more resources or get personalized advice

Equity Planner
AMT Calculator
Stock Option Tax Calculator
Equity and Tax Planning
Get Started

Make a decision on when to exercise your options

Sign up to calculate

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

Secondaries

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

Get a Secondary Offer

Financial Advice

Get personalized financial advice and investment management.

Get Financial Advice