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 mission.

And it’s no wonder. Proper portfolio management has so many moving pieces.

Including:

1. Due diligence on not just individual companies, but also on the industry as a whole. Performing diligence and the process of selecting and vetting investments can be time-consuming and difficult to manage. Investors need a tool that provides key information quickly and efficiently so they can make informed decisions based on past investments and experience.
2. Track the flow of inbound and outbound referrals. VC and investing runs on network. It’s so important to track the deals that come across your desk, including the ones you share with others.
3. Make deals and commit resources. Once you’ve done…