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Secfi
p/secfi
Equity planning, stock option financing, and wealth management for startup employees.
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Joost van Hoof
Equity Planner — Create and compare personalized plans for your stock options
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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!
Replies
Ryan Hoover
I love a good calculator. Sometimes doing the math can result in counter-intuitive results or big changes to a plan.
Joost van Hoof
Maker
@rrhoover Thanks!
Paolo De Giglio 🚀
Wow, this sounds awesome! 🤩 Can't wait to try out the Equity Planner and see what it can do 🤓 Thanks for making it easier to plan ahead. 🙌
Joost van Hoof
Maker
@paolo_degiglio Thanks! Definitely let us know your feedback 🙏
Sathya Narayanan
much need product for the hour! tried signing up and found that India is not supported for equity planner. curious when you will supporting the same?
Joost van Hoof
Maker
@iam_sathya Thanks Sathya. We only support the US tax system at the moment.
Hidayt Rahman
Looks great! Congratulations on the launch!
Joost van Hoof
Maker
@hidaytrahman Thank you! 🙌
Joost van Hoof
Maker
Hi PH! 👋, Stock option planning is COMPLEX. As startup builders ourselves, we know. There’s tax implications, exercise moments, short term and long term capital gains, Alternative Minimum Tax, and much more. But it IS really important to plan ahead, because it can potentially save you a lot in taxes if your company exits. Especially when that’s a few years from now. That’s why we’ve built the Equity Planner. It can generate, show and compare potential outcomes. It was designed to also help you understand some key concepts of your equity while you’re filling in your information. And it just takes a few minutes to complete. So pop in your stock option details, estimate an exit date and value for your company (no worries, you can play with these values later on 🔮) and select the plans that you would like to compare. The result will be a side-by-side comparison that will give you insight into what these different scenarios could mean for you personally. We’ll save them for you, and then you can edit things later by adjusting the exit date and price, swapping out plans, adding a stock option grant, and much more. All of this is available for free. ➡️ Check it out here Note: because almost all of the calculations depend on the tax system, the planner currently only works for US tax payers. My team and myself would love to hear what you think! Joost
Dharshanath D
Good one to plan the equity actually!
Joost van Hoof
Maker
@dharshanath_d Thanks 🙏
Justo Viudes Ojeda
Wow, this is super cool! Can't wait to give it a try!!
Joost van Hoof
Maker
@justo_viudes_ojeda Thank you!
Jake van der Laan
Looks like a great tool!
Sarah van der Laan
Maker
@jake_van_der_laan Thanks Dad :)
Joost van Hoof
Maker
@sarahvdl Wow it's mister van der Laan himself! Achievement unlocked: upvote from dad 🙌. I'll buy you a beer next time you're in Amsterdam @jake_van_der_laan 😄
Connie McDowell
When involved in the stock market, having personalized breakdowns can be a lifesaver. Love that this makes stocks more accessible as people can understand the system better.