Roviero Stock and QSBS Post Series Seed Financing

Roviero, a Silicon Valley artificial intelligence startup, today announced that it has received $6.6M in Series Seed funding to build a disruptive and industry-first Native Graph AI Processor. The new processor addresses the burgeoning edge AI compute market and enables hyper-efficient, ultra-low power and super-high-performance compute, ideally suited for … Read More

Are RocksBox Shares Eligible for the QSBS Capital Gains Tax Exemption?

Rocksbox, Inc. was acquired by Signet Jewelers on April 6, 2021.  Founded in 2012, Rocksbox offers $21 per month subscriptions for three jewelry selections from noted designers. The monthly subscription fee can be applied toward the purchase of items that customers want to keep.  “Under CEO Meaghan Rose’s leadership, … Read More

Bumble Stock and QSBS

In the midst of a pandemic, there are still big events happening that call for cheers. Bumble's CEO and billionaire Whitney Wolfe Herd is the youngest female to take a company public. If you are an early employee or an investor who believed in Ms. Herd's mission early … Read More

Databricks Stock and QSBS

Congrats if you are an early employee or investor of the bay area-based unicorn startup Databricks who exercised your stock options! You could be in for some serious cash and potentially serious tax savings.  It has been reported that Databricks raised $1 billion at a $28 billion valuation … Read More

GoPuff Shares and shareholders eligible for the QSBS Exemption?

With the recent round of capital invested into GoPuff at a valuation > $9B, many early shareholders (angel investors, venture investors, employees, option holders) are wondering if they can take the QSBS Exemption on their gain of GoPuff. The answer is potentially. There are lots of factors … Read More

UiPath Stock and QSBS

Congrats if you are an early employee of NYC-based unicorn startup UiPath who exercised your stock options! You could be in for some serious cash and potentially serious tax savings.  It has been reported that UiPath has confidentially filed to go public through a direct listing after raising … Read More

Impact of QSBS on Stock Options

Not sure if the stock you’re invested in is QSBS, learn more about our QSBS Monitoring Platform If you have stock options you could be in for a big surprise because the various tranches of stock options can qualify for the QSBS 100% capital gains tax exclusion depending … Read More

Are Coinbase shares eligible for QSBS Exemption?

With the upcoming IPO of Coinbase, many early shareholders are wondering if they can take the QSBS Exemption on their gain of Coinbase. The answer is potentially. There are lots of factors that go into understanding the eligibility or not of a company for QSBS exemption and … Read More

ChargePoint stock and QSBS

Congrats if you are an early investor or employee of ChargePoint. The Company went public via a SPAC acquisition as the Company merged with Switchback Energy Acquisition Corporation and began trading as ChargePoint Holdings, Inc. on March 1, 2021 (NYSE:CHPT). Check out a few additional details below. Corporation:  … Read More