The Essential Liquidity Event Checklist for Tech Founders

7 Critical Steps to Maximize Your Financial Outcomes Before and After Your IPO or Acquisition

How to assemble the right advisory team to streamline your liquidity event

Strategies to optimize your equity and minimize tax liabilities
Key financial planning steps to align your liquidity event with your personal go
Ongoing financial and tax management best practices to sustain your financial health

About Point Nemo Capital: Your Independent Partner in Navigating a Financial Milestone

At Point Nemo Capital, we understand that significant financial events, like a tech company liquidity event, require a clear, independent, and

strategic approach to investment management. Our name, inspired by the point on Earth furthest from any land, reflects our commitment to independent thinking and standing sure on behalf of our clients.

We specialize in providing sophisticated, transparent, and client-focused investment strategies through managed accounts.Our core mission is to help you navigate your financial future with confidence, ensuring your investment portfolio is structured to meet your unique goals, especially during pivotal moments of wealth transition. With Point Nemo Capital, you gain a partner dedicated to straightforward advice and diligent management of your assets.

Since inception in June of 2023 through May 2025, the Point Nemo Core Equity Growth & Income Strategy has delivered annualized returns of 22.4% net of fees, and the Global Portfolio Allocation Strategy has delivered annualized returns of 13.4%. Past Performance is not indicative of future results.

We offer full transparency, no lock-ups, and a straightforward fee structure, ensuring your interests always come first.

Not ready for a call? No problem — this guide is where many of our clients begin.

Phone: (713) 858-7966

Email: [email protected]

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Point Nemo Capital is a Registered Investment Advisor in Texas. The information provided on this page is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The strategies discussed may not be suitable for all investors and should not be construed as personalized investment or tax advice. For more information, please refer to our Form ADV at www.adviserinfo.sec.gov.