Understand what your startup equity is really worth — and what to do with it
A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
GB
Pricing model
Not given
Paid
Pricing
Free tools including estimator and calculators with no sign-up required. Equity Starter Kit: free download. Equity Toolkit — US: $39 (one-off). Equity Toolkit — Europe: €39 (one-off). Equity Position Report: $129 (includes toolkit). Optional 24-hour human review: additional $249. RSU Prep Pack: $19.
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features
Free share value estimator adjusted for common vs preferred, dilution and sale tax by country
Free exercise cost calculator including AMT tax implications
Over 250 US and 50+ European company guides with valuation data
Tax guides for 7 countries: Germany, UK, France, Spain, Italy, Netherlands and Poland
Free RSU withholding and ESPP analysis tools for public company stock
Exit waterfall calculator showing proceeds after investor preferences
Equity Position Report with personalized dilution and tax analysis
Ready-to-send sale documents and Deal Room control panel
Free equity glossary and 2026 liquidity data
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
What makes it different
Plain-English guidance with sources shown for tax rates, valuations and rules
User maintains complete control over all decisions and equity
GDPR-compliant data minimization with no data selling
Structured A-Z deal map with clear professional stop points
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
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SuccessionKeeper