Introducing the

Goodfin QSBS Fund

A tax-advantaged early-stage venture fund designed for QSBS

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $15M (or more) in capital gains from federal taxes. Invest through the Goodfin QSBS Fund or roll over existing gains — with built-in tax optimization from day one.

$15M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax*

*State QSBS rules vary by state.

Introducing the

Goodfin QSBS Fund

A tax-advantaged early-stage venture fund designed for QSBS

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $15M (or more) in capital gains from federal taxes. Invest through the Goodfin QSBS Fund or roll over existing gains — with built-in tax optimization from day one.

$15M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax*

*State QSBS rules vary by state.

Introducing the

Goodfin QSBS Fund

A tax-advantaged early-stage venture fund designed for QSBS

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $15M (or more) in capital gains from federal taxes. Invest through the Goodfin QSBS Fund or roll over existing gains — with built-in tax optimization from day one.

$15M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax*

*State QSBS rules vary by state.

Introducing the

Goodfin QSBS Fund

A tax-advantaged early-stage venture fund designed for QSBS

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $15M (or more) in capital gains from federal taxes. Invest through the Goodfin QSBS Fund or roll over existing gains — with built-in tax optimization from day one.

$15M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax*

*State QSBS rules vary by state.

What is QSBS?

Qualified Small Business Stock (Section 1202) is one of the most powerful — and underutilized — tax benefits available to startup founders, employees and investors. When you invest in qualifying companies, you can exclude up to $15 million (or more) in capital gains from federal taxes.

Eligibility at a Glance

C-Corporation

Target must be a domestic C-corp with gross assets <$75M at issuance (for stock issued after 7/4/25).

3+ Year Hold

You can qualify for a partial exclusion after 3+ years and a full one after 5+ years (for stock issued after 7/4/25).

Up to $15M+ Exclusion

Eligible investors can exclude the greater of $15M or 10 times their cost basis from federal capital gains.

Active Business

80%+ of the company's assets must be used in an active qualified trade or business. Most tech companies qualify.

C-Corporation

Target must be a domestic C-corp with gross assets <$75M at issuance (for stock issued after 7/4/25).

3+ Year Hold

You can qualify for a partial exclusion after 3+ years and a full one after 5+ years (for stock issued after 7/4/25).

Up to $15M+ Exclusion

Eligible investors can exclude the greater of $15M or 10 times their cost basis from federal capital gains.

Active Business

80%+ of the company's assets must be used in an active qualified trade or business. Most tech companies qualify.

Smart investing in the next generation of tech companies

Our QSBS-certified fund gives you access to top venture and Y Combinator-backed startups with built-in tax advantages. Every company is evaluated and monitored for Section 1202 eligibility.

Tax-optimized venture investing

Every deal in our fund is vetted for QSBS eligibility by our partner tax professionals — so you can invest with confidence that your tax benefits are designed to be secured from the start.

QSBS-Certified Deals

Each company is evaluated and verified for Section 1202 eligibility before you invest — no guesswork.

Top VC & YC-Backed Companies

Invest in a curated portfolio of the most promising early-stage startups backed by tier-one investors.

QSBS Rollovers (Section 1045)

Roll over existing QSBS-eligible stock within a 60-day period to extend your holding period.

*See FAQ below and full investor materials for disclosures and disclaimers. Although the fund is designed to maximize QSBS eligibility, results may not be guaranteed in the event of portfolio company and shareholder actions that may be beyond our control.

For Founders

Maximize returns for you, your team, and your investors.

QSBS isn't just an investor perk — it's your competitive edge. Save on your own capital gains, extend the benefit to your employees and early investors, and give everyone a reason to bet on you.

📋 Fundraising? Apply to our fund

Submit your company for consideration to our QSBS-certified fund. We invest in qualifying companies, typically within Seed - Series C stages.

If we invest in your startup through our fund, we will cover the full cost of your company's initial QSBS analysis and help you monitor your company's status throughout the life of our investment.

Your company information is treated as confidential and used only for assessing potential qualification for our fund. The information will not be shared with any potential investors without your prior notification and consent.

FREE QSBS SCREEN

📋 Fundraising? Apply to our fund

Submit your company for consideration to our QSBS-certified fund. We invest in qualifying companies, typically within Seed - Series C stages.

If we invest in your startup through our fund, we will cover the full cost of your company's initial QSBS analysis and help you monitor your company's status throughout the life of our investment.

Your company information is treated as confidential and used only for assessing potential qualification for our fund. The information will not be shared with any potential investors without your prior notification and consent.

FREE QSBS SCREEN

📋 Fundraising? Apply to our fund

Submit your company for consideration to our QSBS-certified fund. We invest in qualifying companies, typically within Seed - Series C stages.

If we invest in your startup through our fund, we will cover the full cost of your company's initial QSBS analysis and help you monitor your company's status throughout the life of our investment.

Your company information is treated as confidential and used only for assessing potential qualification for our fund. The information will not be shared with any potential investors without your prior notification and consent.

FREE QSBS SCREEN

Attract Top Investors

Investors increasingly seek QSBS-eligible companies. Getting certified makes your company more attractive to sophisticated capital and may be required for fundraising.

Reward Early Believers

QSBS can save your earliest believers in taxes — giving early backers an additional incentive to fund your vision.

Ensure Your Eligibility

Many startups unknowingly lose QSBS status through minor structuring issues. We help you stay compliant from the start.

FAQs

Don't leave millions on the table

Whether you're investing in the next big startup or building one, QSBS can transform your financial outcome. Let Goodfin help you capture the full tax benefit you can earn.