Startup Funding Espresso -- Reports for the Investors
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In running an angel group, it\u2019s important to provide regular reports to the investors about the investments as well as the state of the group.\xa0 For individual investments, negotiate regular updates from the startups to include the following: Sales reports tracking leads, pipeline, and closed sales on a monthly or quarterly basis. Financials, including income statements for the past month and year to date, as well as cash flow projections. Team changes, including new hires, promotions, and departures. Product announcements and upgrades. Fundraise status if continuing to raise capital. For groups with a fund, provide the following information on a quarterly basis: Funds raised and deployed to date. Summary of each investment including current revenue, growth rates, and progress report by the CEO. Exits, including the return of capital as well as business shutdowns. Fund metrics, including distributed to paid-in called DPI, the total value to paid-in ratio called TVPI, as well as internal rate of return IRR. Include the list of portfolio companies with a short summary of each. It\u2019s important to set up a reporting structure so the members can keep track of the progress of both individual investments and funds. 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 For Feedback please contact info@tencapital.group\xa0\xa0 Please subscribe, share, and leave a review. Music courtesy of