Know the vehicles.
Understand the tradeoffs.
Plain-language guides to every equity vehicle that affects private-market employees: how each one works, how it's taxed, and what decisions it forces.
Stock Options
2 guidesThe right to buy shares at a fixed price and the tax decisions that follow.
Equity Awards
1 guideEquity granted outright, no purchase required, with its own tax complexity.
Liquidity Path
2 guidesWays to turn illiquid shares into cash before an IPO or acquisition.
Exercise Financing
3 guidesHow to fund the cost of exercising options when you don't have the cash.
Self-Funding
Pay the full exercise cost and taxes from your own savings. Retain 100% of the upside.
Recourse Financing
Borrow to exercise. Lower cost than non-recourse, but full personal liability if the company fails.
Non-Recourse Financing
Specialty funds cover your exercise cost. Zero personal liability if the company fails.
Advanced Structures
3 guidesDerivative instruments for deferred liquidity, tax optimization, and concentrated positions.
Variable Prepaid Forward (VPFC)
Receive 70–85% of your share value today with full tax deferral, by pledging shares into a collar contract.
Participating Forward
Downside protection and upfront cash, with uncapped but fractionally shared upside.
RSU Liquidity Advance
A non-recourse cash advance against the future settlement value of double-trigger RSUs you don't yet own.
Strategy
1 guideDecisions that change your long-term tax outcome if made at the right time.
Foundation
1 guideThe infrastructure and compliance layer that underpins all private equity compensation.
Understanding the vehicles is the first step. The native app is where you model your specific situation: multiple grants, exercise timing, tax scenarios, and liquidity paths, all in one place.