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Illiquid equity. Founder concentration. A liquidity event on the horizon. We help tech founders build a financial plan that is ready before the exit arrives.
Founder equity doesn't become spendable until a liquidity event. In the meantime, your financial life needs to function without it, and your plan needs to be ready when that equity finally moves.
83(b) elections, secondary transactions, and pre-IPO tax positioning have a greater impact on your post-exit outcome than almost anything decided afterward. The window to act is usually short.
You're already heavily concentrated in a single private company. The investment strategy outside the company needs to account for that, not compound it.
Founders who sell or IPO often find themselves with more capital than they've ever managed and no framework for what comes next. That transition requires deliberate planning; it doesn't happen automatically.
Our tech founder wealth management service is built around the pre-exit to post-exit journey ensuring the decisions made along the way maximize what you keep after the event.
A discovery process focused on your equity structure and liquidity timeline, followed by a financial plan that prepares you for the event and the years that follow.
It starts with your equity: share class, vesting schedule, secondary market options, and the range of valuation outcomes. We map your current financial life next to all of it, since the equity picture only makes sense against the rest.
Next we build around your expected liquidity timeline. That covers tax positioning, an 83(b) review, a secondary liquidity approach, and how you invest outside the company, so you're set well before a window opens rather than scrambling once it does.
When the event lands, sequence is everything. We coordinate your legal team, your tax advisors, and your accounts to execute in the right order. The choices made in those few weeks tend to echo for years.
Afterward, the problem changes entirely. We build a full plan around your new reality: an investment strategy, ongoing tax management, an estate plan, and an income structure meant to last.
Have questions? We’ve got answers. Here is what people are asking. If you don’t see what you’re looking for, feel free to reach out!
We focus on the decisions with the most impact before the exit: tax positioning, secondary liquidity opportunities, and making sure your personal financial plan isn't entirely dependent on a single outcome. The earlier we engage, the more options exist.
An 83(b) election lets you pay tax on restricted shares at the grant price rather than at vesting, which can mean significantly lower taxes if the company's value increases. It must be filed within 30 days of the grant. If you didn't file one, we can help you understand your current position and what options remain.
Your outside-company portfolio needs to account for the concentration risk you're already carrying in your equity. We build a strategy that's diversified relative to your total net worth, not just the liquid portion.
Start with the after-tax number. Tax elections and timing decisions made right after the event can significantly affect the outcome. We recommend a deliberate holding period before any major allocation decisions, and we coordinate the planning that needs to happen in that window.