The First Twelve Months · Alphyn Capital Management

A working document for the year after a sale

The First Twelve Months.

A capital-triage framework for founders after a meaningful liquidity event. Four phases — rest, learn, plan, and begin deployment — with a sample Investment Policy Statement and six questions to ask any adviser before you hire one.

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    What's inside

    • The four-phase sequence: rest (months 1–3), learn (4–6), plan (4–6 overlap), and begin deployment (6–12).
    • The order matters: why deploying capital before the plan exists is the most common, most expensive mistake.
    • A worked example of an Investment Policy Statement, drawn from a real engagement template.
    • Six questions to ask any adviser before you hire one — and what the answers should sound like.

    1 The workbook is educational. It is not investment advice and does not constitute a recommendation to buy, sell, or hold any security. Nothing in it should be relied upon as a substitute for personalized advice from a qualified professional. Alphyn Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

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    Alphyn Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. CRD: 304390.

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