Reveal your startup equity’s profit
Your company
If you sell
Learn how to make the most of your equity
Learn how to make the most of your equity
Secfi makes money by financing the costs of option exercises. Take advantage and use our tools and calculators as much as you like.
Median number of years tech companies take before going public
Get actionable insights
Liquidity before IPO
No need to wait 13 years. Get an advance on the value of your shares today.
Reduce taxes
Understand your taxes today and explore strategies to reduce them upon selling your shares.
Supports all equity types & taxes
Calculations support ISOs, NSOs, RSUs and shares, and includes Federal & States Taxes, as well as AMT.
Let us do the heavy lifting for you
Discover
Our simple equity assessment will tell you in minutes what your equity situation looks like.
Drill down
Understand the cost of your options exercise with our Exercise Tax Calculator.
Analyze
Forecast your financial exit and find out how much you could save by applying smart tax strategies.
Plan
Have a conversation with our team of advisors and start planning your taxes.
We are not your typical advisor
We understand startups
The right knowledge
Technology powered CPAs
We understand startups
Our highly specialized team exclusively caters to startup employees and shareholders.
The right knowledge
We know every twist and turn when it comes to getting the most out of your equity compensation.
Technology powered CPAs
Our licensed CPAs use our technology platform to help craft the optimal stock option exercise plan.
Get started with your equity assessment.
Answer a few questions to find out how Secfi can help you make the most of your equity situation.