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 and Taxes
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.
Resources
Find answers, guides, explanatory videos, and more about your equity and finances.
Curated content for employees of the best startups.
Weekly newsletter on what's happening in startups, venture capital, public markets, and more.
Make Your Own Equity Decisions
Got 5 minutes?
Our Equity Planner guides you through each step as you enter all your details.
In under 5 minutes you’ll have a full view of all your equity opportunities — side by side for your own comparison.
Start planning now
The first ever DIY Equity Planner, built for you
Easily create and compare different plans like exercising your equity now versus waiting until your company goes public, or selling shares you already own instead of holding them long term.
As the market changes, you may need to alter your equity plan. Your data is securely saved in your account, so you can update your plan anytime to be sure your approach is still right for you.
Equity Planner FAQs
What information do I need to enter my equity details into the Equity Planner?
To fill in your Equity Planner details correctly, make sure you have your company’s equity grant information handy.
Do I have to create a Secfi account to use the Equity Planner?
Yes, it’s how we can properly save your data so you can edit your plan’s details at any time.
What makes the Equity Planner different than your other tools?
While our other tools solve specific problems for our startup peers, the Equity Planner actually paints a full picture of all your available equity opportunities. It’s the first and only tool on the internet that lets you compare the differences in cost, risk, and potential gains with each possible choice you’re considering.
Can someone at Secfi still help me?
Absolutely! If at any point you have questions about your plans or you're wondering about your equity comparisons, you can reach out to us for personalized advice.
Helpful Resources
AMT Calculator
Personalized Advice
Stock Option Tax Calculator
Secfi Learn