Looking to optimize your taxes? Smart equity planning can help.

Planning your equity strategy early can significantly reduce your tax bill. Exercising your stock options early or periodically - can dramatically impact the taxes you’ll owe. With Equitybee, you can get funded to cover your stock option exercise costs and the associated taxes, so you can own your equity with no out-of-pocket costs.

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Zero out-of-pocket costs

Don’t risk your own capital - get all exercising and tax expenses fully covered

No exit? No repayment

If there's no exit, you won't need to repay. It's straightforward and risk-free.

Keep your shares

Benefit from potential future gains if your company achieves a successful exit.

Year-round tax tips for startup employees holding stock options

Equity compensation is powerful - but it can also be tax-heavy. Smart planning throughout the year can make a meaningful difference.

Consider partial or staged exercises.
Exercising in increments can help spread out - or even reduce - your AMT exposure and make your overall tax liability more manageable.
Model AMT early if you have ISOs.
Running AMT scenarios early in the year gives you more flexibility and helps you avoid costly surprises at tax time.
Track changes in fair market value.
A lower 409A valuation may create a more affordable and more tax-efficient exercise window.

With Equitybee, you can fund both the exercise cost and the associated taxes, helping you execute a smarter equity strategy - without the financial burden or risk.

Comprehensive funding solutions for startup employees

Non-Recourse Funding*

If you want to exercise your stock options without using your own money

No out-of-pocket costs

you keep your shares

No personal recourse*

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* No personal recourse as long as no default

Liquidity Solutions

Need cash but don't want to sell your shares? We've got you!

Hold on to your equity, we're not a secondary platform

Get cash now, without waiting for an IPO*

Potential tax optimization strategy

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* Check eligibility

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Tax optimization? Check your eligibility to exercise without paying out of pocket

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