Pre-IPO equity sits outside your platform until it’s liquid. Get the free 15-page guide to planning each milestone, from grant to post-lockup.
IPO equity planning milestones. 15-page PDF, sent to your inbox.
The guide
Grant terms, baseline plan, early exercise, 83(b) and QSBS.
Goals, exercise modeling, AMT and the IPO tax model.
IPO structure, liquidity and RSU withholding elections.
Cost basis, tax outcomes and withholding expectations.
Concentration policy and ISO holding periods by lot.
First sales, tax lot selection and proceeds.
AMT credit, structured sales, reconciliation and estate review.
Rule 10b5-1 plans and ESPP.
What Grantd is
Grantd reads every grant your clients hold, even when it’s held away, and shows what to do next: what to exercise, what to sell and what they’ll owe. Better decisions for clients, and more of their wealth under your management.
Proprietary analytics for every option, RSU, ISO and ESPP grant, vested and unvested.
Withholding estimates, ISO/AMT exposure and the cost of waiting.
Ranks the book by who needs attention: concentration, timing, exposure.
Pulls grant terms, schedules and strike prices straight out of PDFs and statements.
Compares customized planning paths across seven dimensions, side by side.
Holdings-specific alerts ahead of vesting dates, trading windows and expirations.
Total AUA on the Grantd platform, and scaling quickly
Advisory firms using Grantd to guide their equity-rich clients
Active advisors on the Grantd platform
Proof points
In under 12 months
Five firms onboarded, each growing where its model is strongest.
Mass affluent enterprise
Assets ready to bring under management now
Workplace-focused RIA
$18.81M average equity per client
RIA breakaway
The full balance sheet, not just equity
HNW / UHNW RIA
$10.77M average equity per client
Data as of October 5, 2026. Client identities withheld. For educational purposes only; not investment, tax, or legal advice.
Grantd turns every grant your clients hold into a clear next step. Book a demo and start your free trial.
