Plan your ENTRATA, INC. NSO exercise

Calculator · free · no signup · pre-IPO

ENTRATA, INC. is pre-IPO. Plan your NSO exercise tax (federal, state, FICA) at any expected valuation.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your grant

Tax inputs

Hold strategy

1 yr
20%
20%
10.0%
Pre-IPO assumption: Expected sale price assumes a liquid market at year N. In reality, pre-IPO shares clear via tender offers (priced at a discount to the 409A or last preferred round, on the company's calendar) or at IPO (subject to lockups). Use the haircut to reflect that uncertainty.

Best after-tax payout — at year 1

$199,080

Sell + invest wins by $20,783 over Hold 1 yr.

Estimates only. Not financial advice.

Your NSO exercise pushes your top federal rate from 24% to 35%. Hover the Federal value below for the bracket-by-bracket slicing.

Sell + invest

Best payout
Bargain element (sale − strike)$350,000
Federal
State
Medicare$5,075
Additional Medicare$3,150
Market gain over 1 yr at 10.0%$18,573
LTCG on diversified gain (fed + state + NIIT)$5,219
Net at year 1$199,080

Sell every share immediately; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.

Exercise + hold 1 yr

Sale proceeds (year 1)
LTCG tax (federal + state + NIIT)$0
Net at year 1$178,297

Sold 2,678 shares at exercise to cover strike + tax; 2,322 shares held 1 yr for LTCG.

Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're exercising as a current employee.

Both columns are stated in year-1 dollars: sell-now proceeds compound at the market return and pay LTCG on the gain at year 1; any cash paid out of pocket on the hold side carries the same opportunity cost.

Net at year N — by hold period

Sell + investExercise + hold
$0$54K$108K$162K$216KYr 1Yr 2

Estimates only. Excludes AMT (NSOs do not trigger AMT), state-AMT, multi-state moves, and disqualifying-disposition edge cases. Not financial advice.

You calculated one NSO decision. The beta plans NSOs alongside RSUs and ISOs in a single multi-year tax plan.

Request beta access →

About ENTRATA, INC.

ENTRATA, INC. is a privately held Cloud/SaaS company. S-1 filed Jun 11, 2026.

Equity grants at ENTRATA, INC. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ENTRATA, INC..

ENTRATA, INC. NSO exercise creates ordinary income on the bargain element (federal, state, and FICA) at the price on the day you exercise. The calculator works at any valuation, so you can model your exercise cost at the current 409A FMV, an expected IPO price, or post-IPO scenarios.

All ENTRATA, INC. tools → · Use the generic NSO Exercise Calculator for any company.

ENTRATA, INC. equity questions

How is a ENTRATA, INC. NSO exercise taxed?
Exercising a non-qualified stock option (NSO) creates ordinary income on the bargain element (the price on the day you exercise minus your strike), subject to federal income tax, state income tax, and FICA. The calculator above computes that tax for your ENTRATA, INC. grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
Does ENTRATA, INC. grant ISOs, NSOs, or RSUs?
Equity compensation at ENTRATA, 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 ENTRATA, 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 ENTRATA, INC. shares qualify turns on when you acquired them and the company's asset size at that time.
Find another companyCloud/SaaS peers

One piece of the puzzle.

OptionsAhoy plans your ENTRATA, INC. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

Request beta access