Protect Your Stakeholders' QSBS Tax Benefit

Slice tracks Qualified Small Business Stock eligibility from your live cap table, tags qualifying shares, and generates attestation letters, so founders, employees, and investors can claim the exclusion with confidence.

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Founders and Investors Track QSBS with Slice

ELIGIBILITY TRACKING

Know When Your Company Qualified for QSBS

Slice keeps a record of your QSBS status over time, from C-Corp status and gross assets at each issuance to active business confirmation, so you always know which periods met the Section 1202 requirements.

QSBS eligibility record in Slice with entity type, gross assets at issuance and active business status
Cap table by stakeholder in Slice filtered to QSBS-eligible shares

AUTOMATIC SHARE TAGGING

Identify Every QSBS-Eligible Share in Your Cap Table

Slice reviews every issuance in your cap table and tags original issuances, including shares from exercised options, as QSBS-eligible, while secondary purchases and ineligible holders are left out automatically.

HOLDING PERIOD TRACKING

Track Every Holding Period, Share by Share

QSBS benefits depend on how long shares are held, starting at issuance, at option exercise, or at grant when an 83(b) election was filed. Slice tracks every holding period and shows when holders reach each exclusion milestone.

QSBS holding periods per holder in Slice with 3, 4 and 5 year exclusion milestones
QSBS attestation letter generated in Slice from verified cap table data

ATTESTATION LETTERS

Generate QSBS Attestation Letters in Minutes

Select shareholders from a pre-filtered list of eligible holders, review a letter built from your verified cap table data, and share it for diligence, tax preparation, or an upcoming exit. Every letter is stored with a full history.

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The Most Advanced and Detailed Cap Table Out There

Streamline Cap Table Management, Ensure Accuracy Across Stakeholders, and Gain Real-Time Insights for Informed Financial Decision-Making

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QSBS Tracking Made Easy

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Manage Your Equity Worldwide

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