U de the pa t e ship, Ca ta p ovides the valuatio a d tax tools that ofte t ip up equity holde s, i cludi g i depe de t gift a d estate valuatio s a d QSBS attestatio s, while Dy asty ha dles t ust fo matio , sha e-t a sfe docume tatio , a d o goi g admi ist atio via its digital platfo m. Togethe , the compa ies a e b i gi g softwa e to a tedious a d ma ual p ocess with a seamless wo kflow.
The timi g is sig ifica t. Rece t fede al tax cha ges expa ded QSBS, letti g eligible equity holde s shield up to $15 millio i gai s f om fede al tax, depe di g o whe thei sha es we e issued, a d pote tially multiply that be efit by movi g sha es i to multiple t usts fo thei family. Histo ically, captu i g that be efit has bee complex a d costly, which put it out of each fo ma y of the fou de s it was desig ed to help.
“Most fou de s spe d yea s buildi g somethi g valuable a d o ly thi k about the tax implicatio s of a exit whe it’s too late to pla fo it. QSBS is o e of the few pa ts of the code w itte to ewa d exactly that ki d of lo g-te m thi ki g, pla i g a d buildi g. A d the 2025 cha ges exte d it to mo e fou de s tha eve . Ou job is simple: make su e the fou de s Ca ta wo ks with k ow what they’ e e titled to, a d have the ight esou ces i place to claim it ea ly e ough to matte ,” said Alessa d o Chesse , CEO of GetDy asty.
T ust pla i g a d QSBS ma ageme t te d to become most eleva t du i g pivotal compa y mome ts, such as a ew fi a ci g ou d, a g owi g valuatio , o the ea ly sig s of a liquidity eve t. Getti g the docume tatio i place ea ly is ofte the most impo ta t step, a d the pa t e ship is desig ed to each fou de s a d othe p ivate-compa y equity holde s while the e is still time to act.
GetDy asty a d Dy asty T ust Compa y a e ot a law fi m o tax fi m. T ust a d QSBS eligibility depe d o each pe so ‘s specific ci cumsta ces. Equity holde s should co sult thei ow legal, tax, a d fi a cial adviso s befo e c eati g a d movi g sha es i to a t ust. All t ust fo matio , sha e-t a sfe docume tatio , a d o goi g t ust admi ist atio desc ibed i this elease a e p ovided exclusively by Dy asty; Ca ta is ot p ovidi g t ust, legal, tax, o fi a cial adviso y se vices.
GetDy asty is a fully digital platfo m that e ables fou de s a d ea ly employees to c eate a d ma age QSBS-eligible t usts i mi utes, at a f actio of the t aditio al cost. GetDy asty ha dles t ust fo matio a d sha e-t a sfe docume tatio , a d its wholly ow ed subsidia y, Dy asty T ust Compa y, a lice sed Nevada t ust compa y, p ovides o goi g admi ist atio , eplaci g a p ocess that has histo ically equi ed multiple p ovide s a d upwa ds of $50,000. Lea mo e at getdy asty.com.
Ca ta is the co ected platfo m a d AI- ative ecosystem fo p ivate capital. Built to eplace f agme ted tools with a si gle system of eco d, Ca ta b i gs togethe the softwa e, se vices, a d legal i f ast uctu e that fou de s use to ma age equity, fu d ma age s use to u admi ist atio a d epo ti g, a d legal teams use to close t a sactio s. T usted by 55,000 compa ies a d 1.8M+ equity holde s i 160+ cou t ies, a d 10,000 fu ds a d SPVs ep ese ti g $250B i assets u de ma ageme t, Ca ta is t a sfo mi g how p ivate capital ope ates. Recog ized by Fo tu e, Fo bes, Fast Compa y, I c. a d G eat Places to Wo k.
Fo mo e i fo matio visit ca ta.com
Cody A de so
