Assess your equity

The answers to all your stock options and shares questions

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Assess your Kareo equity situation

Kareo is an Irvine, California company that provides software as a service for independent medical practices. The company offers cloud computing products and services for electronic health record (EHR) management, medical practice management software, managed billing services and software to help practices engage with their patients. In 2019, the company reported over 55,000 providers using its technology.

Source: Wikipedia

$359.9M

Valuation

$148.37M

Total equity raised

Series H

Latest deal type

0%

Your stake

How many shares / options do you have?

Calculate your exercise costs and tax liability 💰

Stock options and private equity tax strategies are complex. We’ve built tools to help you understand your costs and make better decisions. Do you have ISO or NSO? Are you subject to the AMT? Stop stressing over your tax situation and take the control with our calculators.

Calculate and optimize your taxes

Estimate your payout and see how much you could bring home 🔮

Kareo raised $148.37M thus far. How much more capital will be raised before the company goes public? How diluted is your position and how exposed are you to liquidation preferences? Find out what your exit could look like with our Profit Simulator.

TL;DR

How does this work?

None of the above makes sense? It’s OK, we’ve been there. 🎓

You didn’t join a start-up to become an equity expert, we get it. That’s why we crafted no-nonsense educational content for you to become the most equity savvy of your team at the coffee machine. We also organize webinars and partner with companies to deliver equity trainings in-house.

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Learn the basics