Portfolio Management 101

for angel investors, fund managers, and limited partners

Over the years, I have simultaneously been a managing director with Silicon Valley Bank, a limited partner, an advisor, and a mentor. When I was with an operator in a fund, we were trying to manage it all with a combination of spreadsheets, Affinity, Google products, AngelList, Trello, and email, but things started falling through the cracks.

We started missing deals, missing economics that fit our thesis, and dropping the ball with helping founders — the core of our…