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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 tpe / size of business that could reap significant advantages upon sale.
Making certain you have all the insights / analytics is a must
Angel Equity
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Frequently Asked Questions
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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.
Buyout equity might have lower potential returns but much higher probability of realizing those returns. Keeping track of revenue and growth profit growth or debt to equity ratios are insightful and are related to ultimate realized value.
Buyout Equity
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Group later stage, high growth companies investments together to compare growth rates and Rule of 40.
Growth Equity
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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.
Multiple
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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 implication of exercising your options and ultimately selling the underlying securities.
Options and Warrants
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Not quite a start-up and not quite 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.
Venture Equity
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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.
Venture Funds
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Use for investment in other private equity assets (and give us feedback to additional needed asset classes).
Other
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