Gemifi

Solution Detail

Pre-IPO Planning Solution

Prepare clients for liquidity events with scenarios that evaluate exercise timing, tender offers, QSBS considerations, double-trigger timing, and diversification priorities.

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What this covers

  • Model timeline alternatives around tender offers, secondaries, IPO windows, and post-event lockups.
  • Quantify tax, concentration, and liquidity implications under private-company assumptions rather than generic planning shortcuts.
  • Track company-specific planning context like QSBS status, double-trigger data, trading windows, and implementation details.

Advisor Scenarios

Minimal workflows that show what Gemifi can actually do.

These examples are intentionally compact. They are meant to help advisors understand the planning motion, the tax question, and the recommendation output Gemifi supports.

Scenario 1

Tender offer sizing before a likely IPO

A pre-IPO client has a chance to sell shares in a tender offer but does not want to give up all future upside. The advisor needs to balance liquidity, taxes, and concentration reduction without over-selling.

  • Compare selling enough to de-risk versus selling aggressively for immediate liquidity.
  • Show how each tender-offer path affects concentration, taxes, and post-event planning flexibility.
  • Create a clear recommendation for what to tender now and what to keep for later.

Scenario 2

QSBS and early-exercise planning for founders or early employees

A client may qualify for QSBS treatment, but the value depends on timing, company metadata, and whether the advisor can coordinate the decision before a liquidity event compresses the window.

  • Track company-level QSBS assumptions and tie them to the recommendation instead of leaving them in a notes field.
  • Compare early exercise, continued hold, and liquidity-event scenarios over the next few years.
  • Package the recommendation so the client, advisor, and CPA are aligned on the tax-sensitive path.

Scenario 3

Double-trigger equity after the event hits

Once an IPO or acquisition satisfies the double trigger, a client can move quickly from private-paper wealth to a concentrated taxable position. Advisors need a workflow for that transition, not just a valuation update.

  • Map the trigger, vest, lockup, and first-sale timeline into an actionable sequence.
  • Show the client how taxes, concentration, and cash flow evolve over the next 6 to 24 months.
  • Build a tax-aware recommendation and trading-plan path for the first wave of post-event decisions.

Ready to explore?

See how this works for your team.

We'll walk through your planning workflow and show how Gemifi fits your advisory practice.

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