Startup Funding Espresso -- Portfolio Analysis

Published: July 6, 2022, 11 a.m.

b'Portfolio Analysis Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In running an angel network, it\\u2019s important to provide ongoing portfolio analysis for the members. Investors want to know how their current investments are doing. They also need to keep track of their current investments by sector and stage to allocate the remaining funds appropriately. In selecting the type of companies you can take, there are two paths. There\\u2019s the narrow approach in which you invest in a sector you know well. This gives you the opportunity to add value to the startup since you know that sector. Or you can take a broad-based approach and invest in deals that spread the investments across a range of sectors. This gives you maximum exposure to the market.\\xa0 A typical angel investor portfolio consists of 10 investments at $25K each. Angel investments should take no more than 15% of an individual\\u2019s portfolio. So for a $250k investment into startups, the investor should have a net worth of $1.6M or more. Investors should also reserve an equal portion of their investment for follow-on fundings. So for a $500K investment into startups, the investor should have a net worth of $3M or more. There are several tools for tracking startup investments and calculating returns, hold times, and more.\\xa0 By creating processes and programs, you can better manage the startups, investors, and diligence work that must be done. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let\\u2019s go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at: \\xa0 Check out our other podcasts here: \\xa0 For Investors check out: \\xa0 For Startups check out: \\xa0 For eGuides check out: \\xa0 For upcoming Events, check out \\xa0\\xa0 For Feedback please contact info@tencapital.group\\xa0\\xa0\\xa0 Please , share, and leave a review. Music courtesy of .'