Financial Planning·Capability hub
Equity Compensation
Visualizing and modeling ISOs, NSOs, and RSU vesting/tax triggers.
What's shifting
From manual grant spreadsheets to real-time equity decisioning
Equity comp planning has long relied on bespoke spreadsheets that go stale the moment a vesting event or stock-price move occurs. AI engines now ingest grant docs and live market data to model ISO/NSO/RSU tax triggers, AMT exposure, and 10b5-1 windows in real time. This turns equity planning from a one-off CPA exercise into a continuous decision-support layer.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.