Anika
Tech Founder Post-Exit
Liquidity Event & Reinvention
Their World
Anika co-founded a B2B SaaS company at 28 and sold it for $120M at 37. After taxes and earnout structures, she netted roughly $55M. For the first time in a decade she doesn't have a board meeting on Monday. The money is real, the calendar is empty, and everyone she's ever met has a deal for her to look at. She needs a framework for the next chapter, not just a portfolio.
The Complexity
Anika's sale generated a mix of cash, earnout payments, and rollover equity in the acquirer. She elected QSBS exclusion on a portion, but the remainder triggers significant federal and state capital gains. She wants to angel invest in 15-20 startups but has no structure for tracking carry, QSBS eligibility on new investments, or portfolio construction. She's also considering a donor-advised fund to lock in charitable deductions against this year's outsized income.
The Tesseract Way
Your Personal CFO builds the post-exit architecture: a tax-optimized distribution timeline across earnout years, a dedicated angel investing vehicle with proper QSBS tracking, a DAF contribution strategy timed to the highest-income tax years, and a personal spending plan that separates lifestyle from legacy. Anika gets clarity on what she can deploy, what she should preserve, and how to structure the next decade.
Your Dashboard View
A glimpse of what Anika's Personal CFO dashboard looks like.
Tesseract Dashboard
Anika
Total Net Worth
$55,000,000
Projected Annual Tax Savings
$720,000
Through optimized strategy
Action Items
- 1Finalize DAF contribution before year-end
- 2Structure angel investing LLC
- 3Review earnout payment schedule and tax elections
Upcoming Deadlines
Earnout Payment #2
Jul 1, 2026
DAF Contribution Deadline
Dec 31, 2026
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