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AURIGA FINANCIAL / TOOLS & RESOURCES

Institutional models, built for clarity.

Educational scenario tools, institutional resource materials, and structured insights designed to help private company shareholders better understand equity compensation, liquidity considerations, and secondary market dynamics.

Explore Equity Scenario Tools

Educational materials only. Not investment, legal, or tax advice.

The tools and materials provided are for informational and educational purposes only and are based on user-provided assumptions. They do not constitute investment, legal, accounting, tax, or valuation advice, and should not be relied upon as a recommendation or offer relating to any security or transaction. Private company securities are subject to transfer restrictions, company approvals, and applicable regulatory considerations.

PRIVATE SECONDARIES
Secondary Market Guide

Institutional overview of shareholder transaction considerations, private secondary market structures, and transaction process frameworks.

Read Guide
EQUITY CONSIDERATIONS
Equity Compensation Overview

Educational overview of employee equity considerations, liquidity planning concepts, exercise timing considerations, and transaction-related dynamics.

Download PDF
PRIVATE MARKET FAQ
Private Market FAQ

Educational information relating to private market structures, shareholder liquidity processes, transfer restrictions, and institutional transaction considerations.

View FAQs

These resources are for educational purposes only and do not constitute investment, tax, legal, accounting, or valuation advice, nor a recommendation or offer to buy or sell any security. Private company securities involve significant risks and may be subject to transfer restrictions, company approval, ROFR rights, tax considerations, and other limitations.

Comprehensive educational resources and institutional reference materials relating to private secondary market participation, shareholder transaction considerations, and transaction process dynamics.

INSTITUTIONAL RESOURCE LIBRARY

Resources, produced to institutional standards.

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Private Company Equity Monthly

Receive monthly private market updates on employee equity compensation, secondary market trends, tax considerations, and liquidity planning for private security holders.

Explore Secondary Markets
EQUITY SCENARIO TOOL
Equity Scenario Model

Illustrative educational model designed to help shareholders better understand equity compensation scenarios and secondary market considerations.

Launch tool
TAX CONSIDERATIONS
Equity Tax Scenario Tool

Educational scenario model relating to ISOs, NSOs, exercise timing considerations, and transaction-related tax dynamics.

Launch tool
LIQUIDITY PLANNING
Liquidity Planning Tool

Illustrative planning tool designed to help shareholders better understand liquidity timing considerations and secondary market dynamics.

Launch tool

These tools are educational and illustrative only and are based entirely on user-provided assumptions. They do not constitute investment, tax, legal, accounting, or valuation advice or recommendations relating to any security or transaction.

Educational and illustrative tools designed to help private company shareholders better understand equity compensation, liquidity considerations, and transaction-related scenarios. Outputs are based on user-provided assumptions and should not be relied upon as investment, tax, legal, or valuation advice.

EQUITY SCENARIO TOOLS

Educational tools for private market participants.

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