Equity Position Report

One step first

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See what you get — a sample report

Readiness ProfileIllustrative sample

Your read

You hold 8,000 common shares in a Series C company. On our ranges they're realistically sellable at $44–56k before tax — but two things gate that, and the order matters: first confirm you're allowed to sell, then size the exercise-plus-tax bill before you commit. You're closer than most holders think — the blockers are process, not value.

Check first

Right of first refusal — the company can claim your shares before an outside buyer.

Cost

AMT on exercise — likely triggered; take the figure to a tax adviser.

Exposure

Concentration — a large share of your net worth in one illiquid asset.

Your next moves — in order

Confirm the share class and preference stack with the company in writing.
Check the ROFR and transfer terms before entertaining any offer.
Model exercise + tax together — take the AMT flag to an adviser, then decide.

May be worth

$44–56k

Cost to exercise

$10,400

Dilution · next round

−12%

A calculator gives you a number. This gives you your whole position — interpreted, flagged and sequenced — in one sourced place, ready to take to the company, a buyer or an adviser.

Illustrative sample from example inputs — not a valuation, sale offer, or tax or legal advice. Your figures never leave your browser.

Equity Position Report

Build your report

Everything runs in your browser — your figures are never sent anywhere. Fill this in and download your report: a one-page summary of your position, what your equity may be worth (before and after tax), the cost to exercise, dilution, the exit waterfall, the tax to investigate, and a conversation pack — your numbers and the exact questions to ask your company, a buyer and your adviser.

✓ Your preparation toolkit is included. Download: US edition · Europe edition.

Your name — for the cover

Company — optional

Tax residence — the country you pay tax in

Currency

What you hold — pick the closest

Company stage

Number of shares / options

% vested — the portion you've earned so far

Strike price / share — the fixed price to turn each option into a share (options only)

Last known price / share — the latest official price per share (last round or 409A)

Fully-diluted shares — the company's total share count; gives your ownership % (optional)

Total investor capital raised — how much money investors have put into the company; used to model your exit payout (optional)

Liquidity horizon — when you'd want to sell (optional)

Exercise deadline — the date by which you must buy your shares or lose the options (e.g. 90 days after leaving)

More detail (optional) — sharpens the AMT, tax and exit-waterfall sections

Option type — your grant states this; it changes how you’re taxed when you exercise

Tax filing status — US only; how you file taxes, so the estimate fits you

Your other annual taxable income — US only; your salary and other income, so the tax estimate is realistic (optional)

Investors’ ownership % — roughly what share of the company investors hold; used to model your exit payout (optional)

Preference multiple — how many times their money investors get back before you in a sale; 1× is standard

Preferred type — “participating” means investors take their money back AND share the rest; non-participating take one or the other

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This report is a planning model built from the figures you enter. It is general educational information — not a valuation, and not investment, legal or tax advice. Private-company shares are illiquid and may not be sellable. Always confirm with qualified professionals before acting. PrivateTechShares is an education & tools service, not a broker or marketplace.