AMT + ISO Exercise Calculator
Open →Plan Genesys ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Genesys stock & equity tools
Pre-IPO · Cloud/SaaSGenesys is pre-IPO. Plan your AMT and NSO exercise tax at any valuation: current 409A FMV, expected IPO price, or post-IPO scenarios.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Post-Termination ISO Calculator
Open →Left Genesys with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
NSO Exercise Calculator
Open →Genesys NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: Six NSO mistakes your tax advisor probably won't mention →
Don't work at Genesys? Find another company.
About Genesys
Genesys is a privately held Cloud/SaaS company, incorporated in Delaware and headquartered in Menlo Park, CA. S-1 filed Oct 1, 2024.
CCaaS.
Equity grants at Genesys typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Genesys Cloud Services, Inc. (Genesys), formerly Genesys Telecommunications Laboratories, Inc., is an American software company that sells customer experience (CX) and call center technology to mid-sized and large businesses. It sells both cloud-based and hybrid cloud software. The company was founded in 1990 and was acquired by investment firms Permira Funds and Technology Crossover Ventures (TCV) in February 2012.
Source: Wikipedia (CC BY-SA 4.0)
Alec Miloslavsky and Greg Shenkman founded Genesys in 1990 to route inbound calls through interactive voice response systems; the company has since evolved into one of the largest cloud contact center (CCaaS) platforms, with Genesys Cloud processing voice, chat, email, and social interactions for enterprises worldwide. Private equity firms Permira and Hellman & Friedman acquired Genesys in 2016. The company surpassed $1.8 billion in annual recurring CCaaS revenue by 2024, received a $1.5 billion strategic investment from Salesforce and ServiceNow, and confidentially filed for a US IPO in early 2025.
Sources: en.wikipedia.org · permira.com
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Genesys.
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OptionsAhoy plans your Genesys equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.