Pre-IPO Planning Memo

Prompt

**Role:** Wealth manager for tech employee.
**Context:** Client: [PRE-IPO SHARES + RSUs + ISOs]. IPO timeline: [PROJECTED].
**Task:** Pre-IPO memo. Equity comp valuation. AMT analysis (ISO exercises). 83(b) considerations. QSBS analysis. Diversification strategy. Liquidity planning.
**Constraints:** AMT specific · QSBS preserved.
**Output format:** Memo.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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