This task can be performed using Venturo
Don't Let Taxes Eat Your Equity
Best product for this task
Venturo
fintech
Optimize Your Equity Compensation Strategy - Track & manage employee stock options. Make tax-optimized decisions when exercising and selling your equity.
What to expect from an ideal product
- Venturo provides a centralized dashboard where you can view all your stock option grants, vesting schedules, and current values in one place
- The platform calculates potential tax implications before you exercise options, helping you time your decisions to minimize what you owe
- You get automated alerts when vesting milestones approach so you never miss important dates or deadlines for your equity compensation
- Track your portfolio performance with real-time valuations and see how market changes affect your total stock option value
- Compare different exercise scenarios side-by-side to understand which strategy maximizes your after-tax returns
