Tax and Financial Planning for Founders
Bring founder equity, personal cash, and household goals into Nino’s AI software. Use it on your own, or add a human CPA and CFP team to plan around an exercise, an exit, or the years in between.
Founder equity
Keep grants, ownership, and valuation assumptions with the rest of your finances.
Personal runway
Compare household spending with salary, savings, and cash committed to the company.
Exercise scenarios
Explore purchase cost and tax assumptions before committing cash to private stock.
A future sale
Plan the use of potential proceeds alongside taxes, concentration, and household goals.
Decisions to check carefully
These decisions deserve a closer look. Start with the numbers, then get professional help where you need it.
Election deadlines
A Section 83(b) election generally has a 30-day deadline after property transfer, not grant. Confirm eligibility and filing requirements.
QSBS eligibility
Qualified small business stock rules depend on acquisition date, issuer, and holding period. A blanket five-year rule misses newer partial exclusions.
Available cash
An equity valuation does not fund living expenses or an exercise payment. Model a delayed exit as well as a successful one.
The average user saves $800 their first month, $8,000 their first year.
