Private Equity
Private equity is an investment category that includes many different types of investments. Maybe you’ll start with a fund approach and invest in a number of venture teams. Or maybe you'll want to go direct and diversify -- investing in angel, early stage, growth, buyout, etc. Annise allows you to categorize each investment according to stage and risk profile, providing the performance metrics to allow you to easily ascertain how each individual asset class is performing. Analyzing a mix of angel and buyout investments together might not provide the insight you're looking for, Annise solves for this.
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Angel equity
So many opportunities, not enough cash. Angel investing is hard. You need to invest in many more angels than later-stage investments to get the diversification you need to have a chance at the returns you want. There are also Qualified Small Business Stock (QSBS) tax opportunities depending on the type / size of business that could reap significant advantages upon sale. Making certain you have all the insights / analytics is a must.
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Buyout equity
Buyout equity might have lower potential returns but much higher probability of realizing those returns. Keeping track of revenue and profit growth or debt to equity ratios are insightful and are related to ultimate realized value.
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Growth equity
Group later stage, high growth companies investments together to compare growth rates and Rule of 40.
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Multiple
Sometimes you’ll invest in a fund that includes a percentage of angel, growth and other types of private equity. Use this to track these funds.
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Options and warrants
One of the most widely used forms of compensation, stock options can be extremely valuable.. Keep track of grant date, expiration date, strike price, market value, vesting, and other related metrics. Make sure you understand the capital and tax implications of exercising your options and ultimately selling the underlying securities.
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Venture equity
Not quite a start-up and not yet scaling, you might have investments that require multiple rounds of capital to get to maturity. Keep track of value, dilution and preference by asset class.
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Venture funds
Venture funds vary by geography, industry, stage of company, etc. You must be able to track MOIC and IRR across funds, managers and types of venture investments.
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Other
Use for investment in other private equity assets (and give us feedback to additional needed asset classes).
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Frequently Asked Questions
What do I get in my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan, stay on the platform with limited functionality and advertising, or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Just syncing brokerage accounts is fee, when you start to add alternative assets, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
Does Annise charge for Support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historic data to properly calculate MOICs / iRRs or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historic data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.