Valur expands QSBS to employees angels CFOs
Valur
The key shift is that QSBS planning no longer starts only when a founder is close to an exit, it starts when equity is granted, exercised, tracked, and documented. The July 2025 law made post 2025 stock more valuable by lifting the exclusion cap to $15M, raising the company asset ceiling to $75M, and allowing partial benefits after three or four years, which pulls startup employees, angels, and finance teams into the workflow much earlier.
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Before these rule changes, the practical buyer was usually a founder or investor already expecting to clear a five year hold and a large gain. Now an employee deciding whether to early exercise options, or an angel checking whether a company was under the asset limit when shares were issued, has a live tax decision much sooner.
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That favors software that acts like an ongoing record system, not just a one time trust setup. QSBS is self reported, so users need dated proof around issuance, exercise timing, asset thresholds, and holding period. Startup CFOs become relevant because they often control the company records investors and employees will later need to defend eligibility.
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It also widens competition. Dynasty is tightly focused on QSBS trust stacking for founders and investors, while Valur spans QSBS plus charitable trusts, GRATs, non grantor trusts, and other planning tools. The broader law change helps specialist QSBS players, but it helps even more if one platform can serve multiple stakeholder types across the same cap table.
The next leg is recurring infrastructure. As more employees, angels, and startup finance teams treat QSBS as something to monitor from grant date onward, the winning product will look less like a tax project and more like a system of record for equity tax eligibility, trust administration, and event driven planning around exercises, transfers, and liquidity.