Acquisitions are tricky, build a strategy today
Jarvis turns your equity and deal terms into a simple plan—what you’ll get, what you’ll owe, and the smartest moves to keep more.
Who It's For
Every acquisition is different. So is your situation.
Whether you're staying, leaving, or somewhere in between, we've analyzed thousands of outcomes to help you navigate yours.
Acquisition Type
Select your company's transition scenario
Your options and RSUs will roll into the new company's private stock, but here's the catch: you might wait years before you can actually sell. Even if your "single trigger" acceleration kicks in, getting paid in illiquid stock doesn't help pay bills. Plus, startup mergers get messy when there's role overlap.
How It Works
From confusion to clarity in 24 hours.
A simple, transparent process that transforms complex equity agreements into actionable insights you can actually understand.
Tell us about your equity
Share your equity details with us. We'll keep it confidential and secure.
You get a next-day plan
Receive a clear, actionable plan to maximize your equity value post-acquisition.
Model different outcomes
Check out what happens if your vesting is accelerated, you exercise early, or incur AMT.
Chat with Jarvis
Got questions? Get instant answers from our AI assistant about your equity.
Security & Privacy
Your trust is our top priority.
We are committed to protecting your sensitive financial data with bank-level security and a strict privacy policy.
End-to-End Encryption
All your data is encrypted in transit and at rest using AES-256, the same standard used by banks and financial institutions.
Strict Data Privacy
We will never share your personal or financial information with third parties. Your data is used solely to provide you with our service.
Secure Infrastructure
Our platform is hosted on a secure, compliant cloud infrastructure that undergoes regular security audits and penetration testing.
You Are in Control
You can request to have your data permanently deleted from our systems at any time. We believe you should always have control over your information.
FAQ
Frequently Asked Questions
Get answers to common questions about Jarvis and how we help with your equity. If you don't see your question here, feel free to book time with our founder.
Is this tax advice?
No, Jarvis gives you personalized education and models out your specific situation. While a CPA reviews our alpha reports for quality, we're not replacing your tax advisor. Think of us as doing the heavy lifting on the analysis so you can have a more productive conversation with your CPA. We'll give you a list of specific questions to ask them.
What documents should I upload?
The usual suspects: your grant notices, any award agreements you've signed, records from when you exercised options, and 83(b) receipts if you filed one. If your company is getting acquired, we'll need the merger summary or equityholder letter they sent you. A cap table or waterfall doc is super helpful if you have it. Your latest pay stub, prior year tax return, and recent brokerage statements round things out.
How accurate are the tax numbers?
We model both federal and state taxes (where applicable) based on what you tell us and your actual deal terms. Our models are pretty thorough, but we're transparent about any assumptions we make. If we think your employer might under-withhold or you should consider estimated taxes, we'll flag that clearly. The goal is no surprises come April.
How fast is the report?
During our alpha phase, you'll get your report the next business day. If your situation is particularly complex, we might need to make some assumptions to keep that timeline, but we'll be super clear about what those are and how they might affect your numbers.
What if I don't understand something?
Just ask! Every report comes with the Jarvis AI built right in. You can ask questions in plain English and get real answers about your specific situation. Want to see what happens if you sell some shares early? Or what if tax rates change? The AI can run those scenarios instantly using your actual numbers.
Can you help with AMT/QSBS/280G edge cases?
Absolutely. These edge cases are actually where we shine. Jarvis will spot AMT issues, QSBS opportunities, and 280G golden parachute problems that might apply to you. We provide detailed, CPA-reviewed explanations of what these mean for your situation, plus specific questions to discuss with your tax advisor.
Is alpha really free?
Yes, totally free during alpha. No credit card required, no hidden fees. When we eventually introduce pricing, we'll give you plenty of advance notice. Early users like you are helping us build something great, and we won't forget that.
Get Started
Stop guessing. Start knowing.
Join the new wave of employees taking control of their equity outcomes. Free during alpha.