• PROJECTION
  • SCENARIOS
  • DATA
  • HUMAN

How to project equity grant values with your AI

Connect your equity data once. Your AI handles the math to show you what your grants are actually worth.

Ask AI about this page

Short answer

How can I project my equity grant value using AI?

You provide your grant details and current 409A valuation, and your AI calculates the projected liquid value based on potential exit prices. You get a clear breakdown of what your equity could be worth at different exit scenarios.

The outcomes

Where your projections land.

Your AI processes the raw data into these specific views.

PROJECTION

Estimated liquid value

The AI uses your grant numbers to show the total cash value you might see at an exit. It maps out the math for your specific share count.

SCENARIOS

Exit price modeling

You can see how different company valuations change your personal payout. The AI adjusts the math for every price point you ask about.

DATA

Cleaned grant data

The AI organizes your raw grant numbers and 409A data into a structured format. This makes it easy to compare different grant packages.

HUMAN

Tax and legal review

The AI provides the math, but you must verify the results with a tax professional. It doesn't account for individual tax brackets or local laws.

The workflow

What your AI does when the data arrives.

The AI moves from raw numbers to a finished financial model.

  1. Analyze grant details

    The AI reads your grant numbers and current 409A valuation to establish a baseline for your equity.

    calculate_grant_projected_value

  2. Model exit prices

    Your agent looks up potential exit share prices to see how different company valuations impact your payout.

    get_exit_share_price

  3. Calculate liquid value

    The AI runs the math to determine the total liquid value of your shares at various exit points.

    calculate_grant_projected_value

  4. Summarize results

    Your AI presents the final projections in a way that is easy to read and compare.

    calculate_grant_projected_value

Try it

Copy these to start.

Use these prompts to kick off your projection.

Starting points

Replace the bracketed info with your actual grant details and company valuation.

US Equity Compensation Calculator Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Sln32nF1gF4aegVOLzqdYeSikvnoEa3sBvsLAvIC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — US Equity Compensation Calculator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "us-equity-compensation-calculator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Sln32nF1gF4aegVOLzqdYeSikvnoEa3sBvsLAvIC/mcp"
    }
  }
}
Copy into chat04

  • Calculate my projected grant value using my 10,000 shares and a 409A of $2.50.

  • Based on my grant data, what is my liquid value if the exit share price is $15.00?

  • Compare my current grant value to a scenario where the exit share price hits $25.00.

  • Show me a breakdown of my projected value using the data from my equity spreadsheet.

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Start here

Connect US Equity Compensation Calculator once, then ask.

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FAQ

How this task behaves.

  • 01

    Can the AI change my actual grant numbers?

    No. The AI only reads the data you provide to perform calculations. It cannot modify your legal equity documents.

  • 02

    Does the AI handle my tax filings?

    No. The AI calculates projected liquid value based on math, but it does not provide tax advice or file taxes.

  • 03

    What data do I need to provide?

    You need to provide your number of shares, the strike price, and the current 409A valuation.

  • 04

    Can it predict the exact exit price?

    No. The AI uses the exit price tool to model different scenarios, but it cannot predict future market events.

  • 05

    Is my equity data private?

    Yes. Your data is used only for the calculations requested in your chat session.

  • More questions about US Equity Compensation Calculator? The Connector page answers them. See everything the US Equity Compensation Calculator Connector can do

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