Qualified

Small Business Stock

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $10M (or more) in capital gains from federal taxes. Goodfin makes it easy to invest in QSBS-qualified companies and track your tax benefits with AI.

$10M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax

Qualified

Small Business Stock

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $10M (or more) in capital gains from federal taxes. Goodfin makes it easy to invest in QSBS-qualified companies and track your tax benefits with AI.

$10M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax

Qualified

Small Business Stock

Save up to 100% on capital gains taxes

QSBS lets eligible startup equity holders and investors exclude up to $10M (or more) in capital gains from federal taxes. Goodfin makes it easy to invest in QSBS-qualified companies and track your tax benefits with AI.

$10M+

Tax-free exclusion per taxpayer per investment

0%

Federal capital gains tax

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 and hold for 5+ years, you can exclude up to $10 million (or more) in capital gains from federal taxes.

Eligibility at a Glance

C-Corporation

The company must be a domestic C-corp with gross assets under $75M at the time of stock issuance.

3+ Year Hold

Stock must be held for at least 5 years to qualify for the full exclusion and at least 3 years for partial exclusion.

Up to $10M+ Exclusion

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

Active Business

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

Our AI analyzes your portfolio for QSBS eligibility and personalized tax insights.

Invest 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 certified for Section 1202 eligibility.

For Investors

For Founders

Tax-optimized venture investing

Every deal in our fund is pre-certified for QSBS eligibility by professional tax advisors and CPAs — so you can invest with confidence that your tax benefits are secured from day one.

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.

For Investors

For Founders

Tax-optimized venture investing

Every deal in our fund is pre-certified for QSBS eligibility by professional tax advisors and CPAs — so you can invest with confidence that your tax benefits are secured from day one.

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.

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.

Goodfin

156 2nd St Ste 226
San Francisco, CA 94105

Important Information


Goodfin, together with its affiliates ("Goodfin"), is a technology company and is not a broker-dealer or registered investment advisor. Goodfin does not make investment recommendations and no communication or statement, through this website or in any other medium, should be construed as a recommendation for any security or investment offered on the Goodfin platform or its related services or products. Investing in alternative assets carries a high degree of risk. It may not be suitable for all investors and even where suitable, constitute only part of an overall portfolio. Alternative investments are often illiquid, complex, and may involve significant volatility and loss of principal. Investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Before investing, it is important to carefully consider your investment objectives, risk tolerance, and the disclosures for the respective fund or investment vehicle. Investors will typically receive illiquid or restricted membership interests that may be subject to holding period requirements or liquidity constraints. Private offerings on the platform typically involve membership interests in limited liability companies that may hold shares of private companies. Past performance is not indicative of future results, and there is no assurance that any investment strategy will achieve its objectives. The value of an investment may go down as well as up, and investors may not get back the money originally invested. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please refer to the respective investment documentation for details about potential risks, charges and expenses.

© 2026 Goodfin, Inc. All rights reserved.

Goodfin

156 2nd St Ste 226
San Francisco, CA 94105

Important Information


Goodfin, together with its affiliates ("Goodfin"), is a technology company and is not a broker-dealer or registered investment advisor. Goodfin does not make investment recommendations and no communication or statement, through this website or in any other medium, should be construed as a recommendation for any security or investment offered on the Goodfin platform or its related services or products. Investing in alternative assets carries a high degree of risk. It may not be suitable for all investors and even where suitable, constitute only part of an overall portfolio. Alternative investments are often illiquid, complex, and may involve significant volatility and loss of principal. Investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Before investing, it is important to carefully consider your investment objectives, risk tolerance, and the disclosures for the respective fund or investment vehicle. Investors will typically receive illiquid or restricted membership interests that may be subject to holding period requirements or liquidity constraints. Private offerings on the platform typically involve membership interests in limited liability companies that may hold shares of private companies. Past performance is not indicative of future results, and there is no assurance that any investment strategy will achieve its objectives. The value of an investment may go down as well as up, and investors may not get back the money originally invested. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please refer to the respective investment documentation for details about potential risks, charges and expenses.

© 2026 Goodfin, Inc. All rights reserved.

Goodfin

156 2nd St Ste 226
San Francisco, CA 94105

Important Information


Goodfin, together with its affiliates ("Goodfin"), is a technology company and is not a broker-dealer or registered investment advisor. Goodfin does not make investment recommendations and no communication or statement, through this website or in any other medium, should be construed as a recommendation for any security or investment offered on the Goodfin platform or its related services or products. Investing in alternative assets carries a high degree of risk. It may not be suitable for all investors and even where suitable, constitute only part of an overall portfolio. Alternative investments are often illiquid, complex, and may involve significant volatility and loss of principal. Investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Before investing, it is important to carefully consider your investment objectives, risk tolerance, and the disclosures for the respective fund or investment vehicle. Investors will typically receive illiquid or restricted membership interests that may be subject to holding period requirements or liquidity constraints. Private offerings on the platform typically involve membership interests in limited liability companies that may hold shares of private companies. Past performance is not indicative of future results, and there is no assurance that any investment strategy will achieve its objectives. The value of an investment may go down as well as up, and investors may not get back the money originally invested. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please refer to the respective investment documentation for details about potential risks, charges and expenses.

© 2026 Goodfin, Inc. All rights reserved.

Goodfin

156 2nd St Ste 226
San Francisco, CA 94105

Important Information


Goodfin, together with its affiliates ("Goodfin"), is a technology company and is not a broker-dealer or registered investment advisor. Goodfin does not make investment recommendations and no communication or statement, through this website or in any other medium, should be construed as a recommendation for any security or investment offered on the Goodfin platform or its related services or products. Investing in alternative assets carries a high degree of risk. It may not be suitable for all investors and even where suitable, constitute only part of an overall portfolio. Alternative investments are often illiquid, complex, and may involve significant volatility and loss of principal. Investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Before investing, it is important to carefully consider your investment objectives, risk tolerance, and the disclosures for the respective fund or investment vehicle. Investors will typically receive illiquid or restricted membership interests that may be subject to holding period requirements or liquidity constraints. Private offerings on the platform typically involve membership interests in limited liability companies that may hold shares of private companies. Past performance is not indicative of future results, and there is no assurance that any investment strategy will achieve its objectives. The value of an investment may go down as well as up, and investors may not get back the money originally invested. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please refer to the respective investment documentation for details about potential risks, charges and expenses.

© 2026 Goodfin, Inc. All rights reserved.