Ask
Cited LLM answers
Ground equity-comp questions in law, IRS guidance, and plan documents - not generic summaries or internet guesswork.
Ask the LLM →Equity Intelligence
The equity comp knowledge site, rebuilt.
Cited LLM answers, role-tailored certifications, scenario simulators, line-by-line tax form guides, and a practitioner discussion layer - in one place.
The one place reps and participants look first.
Everything in one place
Five surfaces. One knowledge layer.
Model
Scenario simulators
ESPP dispositions, AMT crossover, vesting timelines, lockup modeling. Run the math before you commit.
Open free tools →Learn
Role-tailored certifications
Structured tracks from foundational mechanics to practitioner-level scenarios. Progress dashboards for teams.
View certification path →File
Line-by-line filing guides
IRS-cited walkthroughs for 1099-B, 3921, 3922, W-2, 8949, Schedule D, 6251, and 1040 equity scenarios.
Browse filing guides →Discuss
Practitioner discussions
Carry nuanced questions into a discussion layer. Learn from practitioners outside your four walls.
See discussions →Who it's for
Built for both sides of the cap table.
For stock plan pros
Reps, ops, payroll, administrators. Cited LLM in-seat, role tracks with manager-facing progress reporting, and discussions that reach beyond your internal wiki.
For participants
Employees holding ISOs, RSUs, and ESPP shares. Model the scenario, read the guide, take the test - before you dial the rep line.
Coverage
ISO · NQSO · RSU · PSU · ESPP · SAFE · AMT · Section 423 · 83(b) · Cross-border mobility
Paid layer
Free tools forever. Full platform on trial.
Paid plans add AI equity research, deeper calculators, filing walkthroughs, discussions, and certification workflows.
Educational platform only. No legal, tax, accounting, or investment advisory services are provided.