Plan your Jaovi Inc. ISO exercise
Calculator · free · no signup · pre-IPOJaovi Inc. is pre-IPO. Plan your AMT impact at any valuation: current 409A, expected IPO price, or post-IPO scenarios.
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Your grant
Seeded from secondary-market data, as of Oct 1, 2026
Tax inputs
Grant timeline
Net final value at year 3 sale — optimized plan
-$0
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 10,000 shares.
AMT premium for exercising: $0 (on top of $228,434 regular tax across the horizon)
Lump-sum stays under your AMT crossover — no schedule optimization needed.
No bargain element to exercise (FMV ≤ strike). AMT does not apply.
Estimates only. Not financial advice.
Net final value by year
Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.
Optimized exercise schedule
You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.
| 1 | 10,000 | |||
| 2 | 0 | |||
| 3 | 0 |
Federal AMT credit
Earned
$0
Recovered
$0
Remaining
$0
Plan comparison
Net value at the end of your hold horizon.
Lump-sum
All in Year 1
-$0
Even split
Equal shares each year
-$0
Optimized
Tax-aware schedule
-$0
Highest
Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.
QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.
You optimized one grant in isolation. The beta optimizes ISOs alongside your RSUs, NSOs, and stock in one plan.
Request beta access →Related calculators: QSBS Qualification Checker · NSO Exercise Calculator · Post-Termination ISO Exercise Calculator
About Jaovi Inc.
Jaovi Inc. is a privately held Cloud/SaaS company, incorporated in Wyoming and headquartered in Puerto Cortes de Osa, Puntarenas, Costa Rica. S-1 filed Aug 18, 2026.
Last reported secondary-market price: $0.03 per share (as of 2026-10-01). Your own 409A may differ.
Equity grants at Jaovi Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Jorge Alberto Oviedo Mora incorporated Jaovi Inc. in Wyoming on January 21, 2026, and holds every officer and director title (CEO, CFO, president, secretary, treasurer) plus 100% of its shares, working out of Puerto Cortes de Osa, Puntarenas, Costa Rica. The company is developing a cloud-based task and project management platform with Kanban boards and AI-assisted analytics. Its 2026 SEC Form S-1 (the registration required to sell stock publicly) covers 4,000,000 shares at $0.03 each, a maximum raise of $120,000. Jaovi has no revenue and remains in the development stage.
Equity comp at Jaovi Inc.
- Jaovi Inc. is a newly formed Wyoming shell company (incorporated January 21, 2026) conducting a small self-underwritten S-1 offering (4,000,000 shares at $0.03/share), not a venture-funded operating startup. It has no disclosed stock option or RSU plan, no vesting schedule, and no tender offer or secondary-sale history in its S-1 filing.
Sources: sec.gov
Researched 2026-09-28.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Jaovi Inc..
The calculator works at any Jaovi Inc. valuation: enter your strike, the current 409A FMV, an expected IPO price, or anywhere in between. AMT is triggered on the bargain element (FMV minus strike) when you exercise; the calculator models federal AMT, state AMT, and the multi-year credit-recovery path.
All Jaovi Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
Jaovi Inc. equity questions
- How much alternative minimum tax (AMT) will I owe exercising Jaovi Inc. ISOs?
- Exercising incentive stock options (ISOs) does not create regular income tax, but the bargain element (the fair market value at exercise minus your strike price) counts toward the alternative minimum tax (AMT). The amount depends on the bargain element, your other income, your filing status, and your state. The calculator above models federal and state AMT, the AMT crossover point, and how the credit recovers in later years for your exact Jaovi Inc. figures.
- Does Jaovi Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Jaovi Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
- Are Jaovi Inc. shares eligible for QSBS?
- They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your Jaovi Inc. shares qualify turns on when you acquired them and the company's asset size at that time.
One piece of the puzzle.
OptionsAhoy plans your Jaovi Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.