Exercise and Liquidity Offerings
Learn about our exercise and liquidity offerings for your options and shares.
Get cash by selling your options or shares through our network of buyers.
Get the cash you need to own your stock options or gain some liquidity. Repay when your company exits.
Wealth Management Approach
Learn about our wealth management approach for those with equity.
Explore our liquidity options tailored for executives. Offering personalized strategies to help optimize your financial outcomes for your equity.
Discover our holistic wealth management services, designed specifically for executives to potentially maximize wealth and plan for the future.
Equity Solutions
Learn about our equity solutions to support and empower your team.
Learn about our services to educate your teams on equity, ensuring they are well-informed and can make the most of their equity compensation.
Asset Management Strategies
Comprehensive overview of Secfi's asset management strategies and services.
Invest in late-stage startups through Secfi's expertly managed diversified fund.
Partner with Secfi for customized funds in late-stage private companies.
Connect and invest in private equity of leading startups via Secfi.
Stock Options
Exercise incentive stock options without paying the alternative minimum tax.
Exercise now or at IPO? Sell on the secondary market or hold? Understand your options in less than 5 minutes.
Decide whether to exercise your stock options now or later.
Calculate the costs to exercise your stock options - including taxes.
See what your stock options could be worth.
Confidently negotiate your equity compensation.
Value your pre-IPO stock with private market data.
Find answers, guides, explanatory videos, and more about your equity and finances.
Your 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.
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.
Introducing Maeve
Built on Your Unique Financial Profile
Process IRS Form 1040
Income: $260K
State: CA
Dependents: 1
Status: Single
Import equity from Carta:
Type: ISO
Quantity: 45,000
Price: $14.45
Worth: $1.6M
Logic You Can Trace
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
Calculated by Secfi.
Curated Market Signals
Price Tracking
Acme raises $150M Series D at $3B valuation
Acme Named Top Performer in Gartner
Acme Appoints New Chief People Officer
More About Maeve
How does Maeve access my equity and tax information?
You can import your equity grants directly from Carta, upload your grant documents or enter your grant details manually to get started. Maeve tracks and remembers this data to run calculations specific to your situation rather than relying on generic assumptions.
Is my financial data secure?
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.
What types of equity does Maeve support?
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.