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Combines pay, equity, and taxes into one projection to age 90 to test offers, housing, moves, and retirement timing

The product is a financial projection simulator that combines salary, bonus, equity vesting, and taxes into a single forecast to age 90 to test decisions such as job offers, home purchases, relocations, and early retirement dates. It is for individual consumers managing compensation and life-event planning, with examples focused on tech employees with RSUs, ISOs, and startup equity. It is delivered as SaaS with a free tier using a deterministic calculation engine that powers scenario forks, with an AI voice interface that cites engine outputs rather than calculating itself.

Key features

  • Scenario forking and side-by-side comparison
  • Total comp modeling across vesting schedule
  • RSU and refresher grant modeling
  • ISO exercise and AMT modeling
  • Startup exit probability-weighted ranges
  • Life events scheduling with inflation tracks
  • Balance sheet sync via Plaid
  • Manual balance sheet entry
  • Cash flow projection with event dips
  • Voice Q&A with cited engine numbers
  • 100 voice minutes per month (Pro)
  • 30-year rent vs buy comparison
  • Mortgage amortization and property tax modeling
  • Opportunity cost of down payment modeling
  • Net worth projection to age 90 with range
  • No social media activity within the last 30 days
GTM channels
  • No GTM activity detected
ICP
  • Consumers general