The intelligence engine for private wealth advisors in tech hubs.
Surface leaders at high-growth AI and technology companies with potential equity-driven liquidity events. Connect career, company, and financial signals to after-tax equity scenarios, then prioritize prospects against onboarding thresholds and outreach fit.
Potential liquidity prospects
Sourced company signals, after-tax equity scenarios, and advisor-fit ranking.
Upload your data to see equity estimates
Origin needs two files: your prospects, and the company details the equity model uses for each employer. Both are read right here in your browser. Nothing is uploaded, and the files are never run as code.
Prospects
The people to estimate: name, company, title and start date.
Download the prospects templateCompany profiles
What the model needs for each employer: funding rounds, vesting, tender offers and pay levels.
Download the company profiles templateAnalyzing prospect signals
Connecting career timelines, equity assumptions, and liquidity scenarios…
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How these estimates are built
Every figure is a model estimate from public data, not a verified holding, income or net worth. Grant sizes, tax situations and prior sales are not observable, so each card shows an after-tax range and a confidence level. The companies and figures in the sample data are made up and illustrative. Load your own company profiles for real estimates.
1 · Grant size
Every company profile has a pay ladder: the average stock value per year at each level, times a 4-year grant. Titles are placed on that ladder by explicit rules (engineers, managers, directors, VPs), and non-engineering tracks such as sales, marketing and recruiting are scaled down because more of their pay is cash. Earlier hires are scaled down by (valuation at hire ÷ reference valuation)α, α ≈ 0.30-0.65. A title that states a level on the ladder (for example "L5") is used directly.
2 · Vesting & refresh grants
Each profile sets its vesting schedule: the share that vests in each year and an optional cliff, vesting monthly in between. On every anniversary a refresh grant of 0-50% of the initial grant is added and vests on the same schedule; refresh grants typically make up 15-45% of vested value.
3 · Share price
Price at each grant and vest date is interpolated between the profile's funding rounds. Today's mark is sampled between the profile's low and high price, so a range of outcomes is shown instead of a single number.
4 · Trigger structure
Double-trigger RSUs: time-vested units settle (and are taxed) only at a tender or IPO. Single-trigger RSUs: each tranche is taxed as ordinary income when it vests (shares withheld or sold to cover); later sales are taxed as capital gains on the appreciation since vest. Each profile says which applies.
5 · Tender offers
Eligible holders (1+ year of service) sell part of their vested units in each tender listed in the profile, within the participation range and any per-person cap it states. Tender proceeds are taxed and counted as cash. A profile with no tenders assumes none.
6 · Taxes
US resident in San Francisco assumed: ordinary income 37% federal + 2.35% Medicare + 13.3% California = 52.65%; capital gains 20% + 3.8% NIIT + 13.3% California = 37.1%; no local tax. Equity income stacks on salary, so top brackets apply. The headline figure is net: tender cash after tax plus remaining equity after a hypothetical sale today. A NYC profile is supported in the model.
7 · Range & confidence
1,500 scenarios per person vary stock level, α, refresh size, share price and tender participation. Cards show the median and P10-P90 range, which reflects assumption uncertainty and not a statistical guarantee. Confidence is "Medium" only when the role maps cleanly and the range is narrow.
Limitations
Titles and "seniority" in a data file can be wrong, and work location is unknown (e.g. a "Country Manager" may be based outside the US). Early hires often held larger stakes than pay benchmarks imply, and founders flagged in the data hold stakes that pay bands do not capture. Bands for non-engineering, director and VP roles are rougher estimates than the engineering levels. Records with an impossible start date, or at a company with no profile, are shown as "n/a" and are not estimated. Some names may be incomplete (an initial or a single name), so identity and sanctions screening is unreliable for them. Tender cash reinvestment, QSBS, AMT, donations, options vs RSUs and departures are not modeled.
Sources: the shipped company profiles are illustrative placeholders, not real market data. For real estimates, build profiles from sources you are licensed to use (funding-round prices, compensation benchmarks, company news) and load them with "Use your own data". Tender caps and trigger structures are assumptions unless you can verify them. This is not tax advice. Handle personal data in line with applicable privacy and marketing-consent rules.