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QSBS Free
Free tool to check your QSBS Eligibility
9 followers
Free tool to check your QSBS Eligibility
9 followers
Free tool for Founders and Investors to check the QSBS (Qualfied Small Business Stock) tax exclusion eligibility. The Section 1202 exclusion is one of the most valuable tax benefits in the U.S. tax code. It's also one of the most misunderstood — and easiest to lose. Eligibility needs to be confirmed through the entire life cycle of the startup - from the very beginning through exit. Our free tool allows founders to check eligibility as needed in under five min. Additional resources available.
How does the tool handle the gross asset test when there are convertible notes or SAFEs on the cap table? Curious whether that gets factored in at issuance or only at the next priced round.
How does the tool handle cap table changes over time, like when SAFE notes convert or new rounds come in with new investors?
As someone who has dealt with this stuff firsthand, one thing that would really help is a timeline view showing exactly when each eligibility milestone was met and when it could be at risk. Founders often don't realize they've accidentally broken a requirement by issuing the wrong type of stock or crossing an asset threshold, so a visual tracker over time would make those moments way easier to spot.
Love that you focused on the lifecycle angle rather than just a one-time check. So many founders only learn about QSBS at exit and it's often too late to fix anything.