Playbooks
Wealth-trigger playbooks for advisors
Wealth changes hands at predictable moments: a company goes public, a lockup ends, a business is sold, a founder raises a round. Each moment leaves a public paper trail, and each one starts a real conversation about taxes, diversification and family planning. These playbooks show wealth advisors, private bankers and estate attorneys how to spot those moments early, read the filings behind them, and reach Indian-American founders and executives with something useful to say.
Every playbook follows the same shape: what the event is, the public filings that reveal it, the timeline, who it reaches in our database, and a step-by-step way to act on it in HeyAlbert. Every figure is cited, and our own numbers are aggregates of people in our database, never individuals.
The series:
- Playbook 1: IPO and lockup expiry
- Playbook 2: Form 4 and Rule 144 insider sales (coming soon)
- Playbook 3: Acquisitions and exits (coming soon)
- Playbook 4: Form D private raises (coming soon)
- Playbook 5: RSUs and concentrated stock (coming soon)
- Playbook 6: Cross-border inheritance (coming soon)
See who has an equity event coming
HeyAlbert shows the founders and executives in your metro, with every fact cited.
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