| What it does | Stock option grant tracker and AMT tax calculator for equity compensation management
| Portfolio tracking for angel investors, startup employees and funds
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| Stage | Startup
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| Founded | 2025
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| Based in | US
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| Pricing model | Freemium
| Freemium
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| Pricing | Standard: Free with basic dashboard access, unlimited grants and stock units, vesting schedule graph and what-if analysis. Premium: $100/year including all Standard features plus tax optimization module and AMT calculator. Enterprise: Custom pricing with access across organization/client-base, all f
| Free: five positions forever, no card required. Angel: $29/month or $290/year (2 months free). Investor: $149/month or $1,490/year (2 months free). All paid plans include 7-day free trial.
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| Key features | - Monitor equity at a glance with dashboard showing current value and vesting progress
- Flexible month-by-month editing for intricate stock option grants and custom vesting scenarios
- AMT calculator and tax optimization for ISO exercises
- Sale calculator with tax optimization for exit scenarios
- Supports ISO, NQ and private stock grants
- API access for enterprise users
- Advanced reporting for organizations
| - Track priced equity, SAFEs, secondaries, sales, write-offs, fund positions and SPVs
- Automatic portfolio metrics: IRR, MOIC, TVPI and DPI
- Email forwarding to update positions from founder updates and SAFEs
- AI-powered pitch deck analysis and triage
- QSBS tracking under pre- and post-July 2025 rules
- Multi-currency support with ECB conversion
- Tax packet generation for accountants per entity
- Import from AngelList or CSV files
- MCP server integration with Claude and AI assistants
- Separate tracking for multiple entities: LLC, trust, fund
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| What makes it different | - Sophisticated tax simulations and visualizations for informed equity decisions
- Calculations based on latest federal tax rates and brackets
- Explains complex financial and tax concepts in clear, jargon-free language
| - Only flat subscription pricing; never takes carry or percentage of assets under management
- Automatically reads forwarded emails to update positions without manual data entry
- Keeps full transaction history rather than overwriting cells like a spreadsheet
- AI diligence automatically extracts metrics and terms from pitch decks
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 8 ▲ +1 (up) since last check | 30 ● no change since last check |
| Trust Flow (Majestic) | 8 | 17 |
| Citation Flow (Majestic) | 28 | 39 |
| Referring domains (Majestic) | 443 | 56 |