PrivateTechShares
Equity Toolkit · for leavers & sellers

Leaving your startup? Don’t lose money on your equity.

Options and shares are easy to fumble on the way out — a missed deadline, a tax surprise, or a sale you didn’t know how to run. The Equity Toolkit is the plain-English, step-by-step way to exercise, clear the paperwork, and sell — without looking naive or leaving money behind.

The 90-day clockLeave, and you often have ~90 days to exercise vested options or lose them. Miss it and they can simply expire.
The AMT surpriseExercising ISOs can trigger a tax bill on paper gains — cash out, nothing sold. People get caught every year.
The blocked saleROFR and board approval stop an unprepared sale cold. Cleared properly, they’re routine.

The Equity Toolkit

Everything to prepare, request and clear a sale — the working documents your company signs, the readiness audit, the board one-pager, ready-to-send emails, the tax questions to ask, and how to use AI safely. A US edition and a Europe edition.

  • Five plain-English explainers — mechanics, permissions, pricing, tax
  • Three ready-to-adapt draft documents your company signs (ROFR waiver, board consent, vesting confirmation)
  • A readiness audit and a board-reassurance one-pager
  • A full set of ready-to-send emails for every step
  • Demystifying AI — expert prompts + the guardrails
Sample: draft board-consent document Sample: ready-to-send emails Sample: using AI safely

A look inside — real drafts, emails and worksheets (previews blurred).

🇺🇸 US edition
$29 · one-off · instant PDF
Tuned for ISO/NSO, 83(b), NVCA-style ROFR & co-sale, capital gains.
Get the US toolkit →
🇪🇺 Europe edition
€29 · one-off · instant PDF
Tuned for EU SHAs, ROFR & board approval, and local tax basics.
Get the Europe toolkit →
✓ 30-day money-back guarantee. If it’s not useful, email us for a full refund — and keep the free kit either way. Secure checkout by Stripe, instant PDF, no account needed.

Not sure yet? Start free.

Get the free Equity Starter Kit — the journey mapped, a plain-English glossary, a 2-minute readiness check, the real deadlines, and the letter that pulls your paperwork from the company. Instant download, no email required.

Download the free kit →   or estimate your exercise cost & AMT →

Questions

Is this legal or tax advice?
No — it’s educational information and reference templates to adapt, plus the questions to take to a qualified lawyer or CPA. It makes those conversations short and cheap, rather than replacing them.
US or Europe — which do I need?
Buy the edition that matches where your company and your tax sit. The US edition covers ISO/NSO, 83(b), NVCA-style documents and US capital gains; the Europe edition covers EU shareholders’ agreements and local tax basics.
What if it’s not useful?
Email us within 30 days for a full refund. You keep the free Starter Kit regardless. We’d rather you feel it was worth it.

General information only — not financial, tax or legal advice. Templates are starting points to adapt and have reviewed by a qualified professional before anyone relies on or signs them. PrivateTechShares makes introductions only: it is not a broker, does not hold funds, and does not execute or advise on transactions. Operated by Asset (VAT PL8993571204).