Yes, I personally manage everything by myself using the tools I mentioned above. Although I have been offered help/assistance by a few including WM’s, I refrained from all since I am very conscious of the attached fees which will impact my overall returns.
Also in 2019, I took it upon myself to learn this art of investing as I feel it helps me personally to be a better business operator as well
For tracking, I use Google Sheets linked with Google Finance which auto-fetches current/historical data - GOOGLEFINANCE - Google Docs Editors Help
This helps to maintain perpetual records without my constant prompt i.e. saves tons of time and allows me to focus only on the process, given my time constraint.
Regarding, “how to value early-stage ideas/startups”, wish I could help since there’s no one size fits all since I don’t know your context.
However, if I may add what might help is that early-stage valuation (if I wear my angel investor’s hat) is much more about signalling to woo investor interest than purely about data/nos since in early data most of the investors are “pattern matching” than anything else. Hence, angel investing is so risky and I can fully appreciate why.
Hope this helps!
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