Leaving Automation Anywhere? Plan your 90-day ISO window
Calculator · free · no signup · pre-IPOAutomation Anywhere is pre-IPO. Left with vested ISOs? Model the 90-day exercise-or-forfeit decision and its AMT cost at any valuation: current 409A or an expected exit price.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Seeded from secondary-market data, as of Jun 11, 2026
Tax inputs
Grant timeline
Recommended exercise quantity
Skip the exercise
At 10%/yr expected growth, the AMT premium outweighs the after-tax gain on every share. Letting the window close avoids the AMT bill.
Net after-tax value vs. shares exercised
Each point is the expected after-tax NPV at your hold horizon if you exercise that many shares now and let the rest expire.
Year-by-year tax breakdown
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.
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Federal AMT credit
Earned
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Recovered
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Remaining
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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 solved the exercise window. The beta plans what comes after it: the new shares, your remaining equity, hedges, and taxes in one multi-year plan.
Request beta access →About Automation Anywhere
Automation Anywhere is a privately held Cloud/SaaS company, headquartered in San Jose, CA.
Last reported secondary-market price: $3.5 per share (as of 2026-06-11). Your own 409A may differ.
RPA.
Equity grants at Automation Anywhere typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Automation Anywhere is an American global software company that develops robotic process automation (RPA) software.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 2003 by Mihir Shukla, Neeti Mehta, Ankur Kothari, and Rushabh Parmani as Tethys Solutions (rebranded 2010), the San Jose company bootstrapped for 15 years before SoftBank led a $300M round in 2018. Today the platform spans RPA, document AI, Process Discovery, Automation Co-Pilot, and AI Agent Studio, all orchestrated through the Mozart agentic system. Gartner named it a Magic Quadrant Leader for RPA seven years running. Cumulative funding tops $1.1B; executives say they remain IPO-ready after shelving the Sep 2024 filing, with private-market marks ranging from roughly $2B to $9B in 2026.
Sources: automationanywhere.com · forgeglobal.com · tracxn.com
Equity comp at Automation Anywhere
- Long-private RPA company (founded 2003) with multiple IPO false starts; confidentially filed S-1 in September 2024 then delayed amid market conditions and pricing pressure from publicly traded competitor UiPath. SoftBank Vision Fund led the $300M Series B in 2018 (valuation ~$2.6B) and remains the largest backer; subsequent rounds pushed valuation to ~$6.8B in 2019. Prolonged private status makes double-trigger RSU vesting effectively universal to avoid taxing illiquid shares.
Sources: en.wikipedia.org · reuters.com
Researched 2026-05-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Automation Anywhere.
If you are leaving Automation Anywhere with vested incentive stock options (ISOs), most stock plans give you 90 days from departure to exercise or forfeit them. The calculator works at any valuation: enter your strike and the current 409A fair market value (FMV) or an expected exit price. It computes your window deadline, the alternative minimum tax (AMT) cost of exercising in full, and the partial-exercise share count that maximizes expected after-tax value.
Example: leaving Automation Anywhere with 5,000 vested ISOs at a $1.05 strike, with the last reported price at $3.5, exercising all of them inside the 90-day window puts a $12,250 bargain element into one tax year. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $3,430 on top of regular tax before any state AMT (CA, CO, CT, MN). Exercising fewer shares lowers that bill at the cost of forfeiting the rest; the calculator above finds the count that maximizes expected after-tax value for your exact figures.
All Automation Anywhere tools → · Use the generic Post-Termination ISO Exercise Calculator for any company.
Automation Anywhere equity questions
- I left Automation Anywhere. How long do I have to exercise my ISOs?
- Most stock plans give you 90 days from your departure date to exercise vested incentive stock options (ISOs); unexercised options are forfeited when the window closes. Tax law is slightly wider: ISO treatment requires you to have been an employee within 3 months of exercise (Internal Revenue Code Section 422(a)(2)), so options exercised under an employer-extended window are taxed as non-qualified stock options (NSOs). Check your grant agreement for Automation Anywhere's exact terms. The calculator above computes your deadline from your departure date, the alternative minimum tax (AMT) cost of exercising, and the share count that maximizes after-tax value.
- Does Automation Anywhere grant ISOs, NSOs, or RSUs?
- Equity compensation at Automation Anywhere 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 Automation Anywhere 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 Automation Anywhere 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 Automation Anywhere equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.