The Essential Liquidity Event Checklist for Tech Founders

Unlock Your Windfall & Avoid Costly Mistakes Before & After Your IPO or Acquisition

Discover:

Exactly who to hire (advisors, lawyers, CPAs) and when to engage them

Proven strategies to optimize your equity and drastically reduce tax liabilities
Critical financial planning steps to safeguard your newfound wealth
Ongoing best practices for financial and tax management

About the Author

Brian Anderson is the founder of Point Nemo Capital and a seasoned investment professional with over two decades of leadership experience in the financial industry. His career is marked by a deep and multifaceted understanding of investment management, having held a wide range of senior roles including Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and Chief Portfolio Manager at various firms, including Galapagos Partners, L.P., and Koch Capital Markets.

Brian founded Point Nemo Capital to deliver a clear, independent, and strategic approach to investment management, helping clients "Stand Sure" as they navigate their most important financial milestones.

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 June 2025, the Point Nemo Core Equity Growth & Income Strategy has delivered annualized returns of 23.0% net of fees, and the Global Portfolio Allocation Strategy has delivered annualized returns of 14.6%. 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 quite ready for a call? Start by downloading our guide, as many successful clients did.

Phone: (713) 858-7966

Email: [email protected]

Alt-Email: [email protected]

Address: 160 Brady Pass, Dripping Springs TX. 78620 USA

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.