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Pre-IPO Planning Memo
**Role:** Wealth manager for tech employee. **Context:** Client: [PRE-IPO SHARES + RSUs + ISOs]. IPO timeline: [PROJECTED]. **Task:** Pre-IP…
Role-Based
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.
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