Optimize QSBS and
other tax incentives
across your portfolio
Ensure that you and your fellow investors
realize your portion of the over $20B in missed
tax incentive saving each year.
Tax incentives go unclaimed each year
Approximately $20B in missed annual Qualified Small Business Stock (QSBS) savings alone!
QSBS incentivizes innovation by providing shareholders up to 100% capital gains tax savings.
Savings on a
10M gain
Potential state tax savings
Gains not subject to tax
Federal tax savings
Existing solutions only
help with pieces
FULL SUPPORT
PARTIAL SUPPORT
| Gather Portfolio Company Docs |
Analyze Legal & Tax Docs |
Monitor Portfolio |
Assess Incentive Criteria |
Facilitate Sharing with Stakeholders |
Provide Substantiation Analysis |
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 FUND ADMINISTRATION
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 LEGAL DOC MANAGEMENT
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 PORTFOLIO MONITORING
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 DATA GATHERING TOOLS
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 PROFESSIONAL SERVICES
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Our process
1. Security Diagnostic
Our proprietary and purpose-built risk assessment benchmarks each security against the multitude of permutations in the criteria
2. Monitoring
We ensure ongoing compliance and flag tripwires, creating confidence of go-forward eligibility
3. Substantiation
We organize all relevant documentation into a bullet-proof corporate summary, to help defend your exclusion
Our software helps you avoid and navigate the multitude of permutations that jeopardize eligibility.
(over 3,000 permutations with QSBS alone!)
- With hundreds of companies analyzed, we identify specific pitfalls to avoid
- Detailed action plans for each portfolio company keeps you on the right side of eligibility
See for yourself