Secfi Portfolio - A portfolio tracker that doesn’t ignore your private equity
Secfi’s Portfolio is the all-in-one equity tracker, seamlessly integrating with Carta and Plaid. Gain clear insights into your private equity's value using funding rounds data, while keeping an eye on your holistic portfolio.
Equity Planner - Create and compare personalized plans for your stock options
Add your stock options, choose the plans that you want to compare and see a personalized breakdown of the tax implications and potential net gains. There are plans for early exercising, what an IPO could look like, potential outcome of a secondary sale & more!
Options Exercise Financing By Secfi - Exercise your startup options without the risk
Secfi helps start-up employees make the most of their equity situation. Our exercise financing helps minimize personal risk and covers exercise costs and taxes. Participate in your company's success, while keeping your savings to achieve your life goals.
Option Exercise Tax Calculator - See what your options are worth & how much tax you will pay
Our product helps you better understand what the real value of your startup option package is. We calculate your tax bills for you and show you how you can make the most of your startup equity. Interested to get your feedback!
Options Exercise Tax Calculator v2 - See how much money you need to exercise your startup options
A free tool dedicated to calculating how much you'll owe in taxes if you exercise your stock options. Can help you plan and reduce your tax bill upon sale. Includes AMT calculations and supports both ISOs and NSOs.