Grantd shows what your client owns, lot by lot. Vanilla shows what happens to the estate under each decision. Together they make pre-liquidity gifting something a client can see and act on while the window is open.
Two pages. What can move, what the company decides, and what to line up with counsel before the window closes.
Your details are shared with Grantd and Vanilla.
The federal exemption is set for 2026 and indexed from 2027. A dozen states and D.C. still levy their own estate tax.
A priced round, a term sheet, an S-1, a tender offer. Most of the leverage is gone the moment the stock is public.
Education, vehicle selection, drafting with counsel, and funding with company consent, against a window that can close overnight.
Vanilla brings the estate and wealth-transfer plan into focus. Grantd does the same for equity. Used together, advisors can see how a client's concentrated stock position moves through the plan — what vests, what it costs to exercise, and what transfers — without stitching the picture together by hand.
Book a demoEquity detail from Grantd lines up with the estate plan you present in Vanilla.
Both platforms are designed around client conversations, not data entry.
Vanilla clients get direct onboarding and advisor training from the Grantd team.
“At OpenArc, we utilize Grantd’s platform to analyze, monitor, and model what-if scenarios so clients can better understand the economic implications of different strategies.”
Reach out to our team anytime, we’re here to support you and your clients.
We’d love to hear from you. Reach out to our team for questions, demos, or support.
