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EquityNav is built for the real world complexity of startup equity, not generic financial planning. It helps advisors and employees model ISOs, NSOs, RSUs, QSBS, AMT, liquidity events, and concentrated stock decisions in one place. What makes it different is its scenario based planning engine, tax aware forecasting, and workflows designed specifically for founders, executives, and equity heavy employees, giving users clear, actionable guidance instead of static calculators.
EquityNavTurn equity complexity into confident financial decisions
Nick Knepperleft a comment
We built EquityNav because equity comp is one of the biggest financial opportunities and one of the most confusing. Most people are left juggling spreadsheets, tax docs, and generic advice when trying to make decisions around ISOs, NSOs, RSUs, QSBS, AMT, and liquidity events. EquityNav helps turn that complexity into clear, scenario based planning so advisors and clients can make smarter...
EquityNavTurn equity complexity into confident financial decisions