The AI financial advisor built for founder exits.
Generic AI advisors optimize your portfolio. Frame models your exit. QSBS qualification, tender offers, secondary sales, and estate exposure, planned before the wire hits.
Get your Exit Preservation Score · See how Frame works
Credentials
- SEC registration in process.
- Built by a founder with 14 years across Fidelity, BNY Mellon, and private wealth management.
- Purpose-built for VC-backed founders.
The default path costs founders millions.
The default path
- No QSBS planning.
- Advisor selected after the exit.
- Taxes calculated after the sale closes.
- Estate exposure ignored.
The Frame path
- QSBS tracked from today.
- Exit modeled before the term sheet.
- Advisor matched to your situation.
- Every dollar coordinated.
On a typical venture-scale exit, the difference between these two paths runs into the millions.
How Frame works.
FrameIQ
AI-driven insights that read your cap table, equity grants, and timeline, then surface the decisions that matter now.
QSBS Tracker
Continuous monitoring of your qualified small business stock eligibility under current federal rules, including the tiered exclusion schedule and per-issuer caps.
Exit Modeling
Scenario analysis for acquisitions, tender offers, and secondaries, showing after-tax outcomes before you sign.
SecureMatch
When you need a human advisor, Frame matches you with one vetted for founder liquidity events, not retail portfolios.
How Frame compares.
| Generic AI advisor | Robo-advisor | Frame | |
|---|---|---|---|
| Regulatory status | Typically unregistered software. | SEC-registered. | SEC registration in process. |
| Built for | General consumers. | Retail investors. | VC-backed founders at liquidity events. |
| Handles QSBS | No. | No. | Yes, tracked continuously. |
| Models liquidity events | No. | No. | Yes, including tender offers and secondaries. |
| Human advisor access | No. | Limited. | Yes, matched through SecureMatch. |
| Pricing model | Varies. | AUM fees. | Flat monthly subscription. |
Find out what your exit is worth after taxes, fees, and missed elections.
The Exit Preservation Score takes five minutes and shows you exactly where your plan leaks value.
Frequently Asked Questions
What is an AI financial advisor?
An AI financial advisor uses machine learning and large language models to analyze a person's financial situation and surface decisions across taxes, equity, investments, and estate planning. Frame extends this with founder-specific modeling for QSBS, liquidity events, and concentration risk, coordinated with human advisors when needed.
Is Frame a registered investment adviser?
Registration with the SEC is in process.
How is Frame different from a robo-advisor?
Robo-advisors build diversified portfolios for retail investors using automated allocation and periodic rebalancing. Frame is a decision intelligence layer for founders that models equity timing, QSBS eligibility, trust stacking, and exit scenarios before a transaction occurs.
What is QSBS and why does it matter for founders?
Qualified Small Business Stock is stock in a domestic C-corporation that meets the requirements of Internal Revenue Code §1202. Founders who hold QSBS for more than five years can exclude up to $10 million of federal capital gains per issuer, with trust stacking strategies that can multiply the exclusion. Missing the five-year window or the $50 million aggregate gross assets test can cost millions in unnecessary federal tax at exit.
When should a founder start exit planning?
The optimal window is at least 18 to 24 months before a liquidity event. This gives you time to satisfy the QSBS five-year holding period, model residency moves, establish trusts, and match with an advisor who understands your transaction. Waiting until the term sheet is signed eliminates most of the elections that preserve value.
Does Frame replace my financial advisor?
Frame is the modeling and decision layer that sits in front of your advisor relationships. If you already work with a CPA, attorney, or wealth manager, Frame coordinates the inputs and scenarios across them. If you do not have an advisor and want one, SecureMatch introduces vetted professionals who specialize in founder liquidity events.
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FrameAI Advisory LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. FrameIQ™ surfaces modeling, scenarios, and insights and is not personalized investment advice. See our compliance disclosures.