Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

In running an angel group, it’s important to provide regular reports to the investors about the investments as well as the state of the group. 

For individual investments, negotiate regular updates from the startups to include the following:

• Sales reports tracking leads, pipeline, and closed sales on a monthly or quarterly basis.
• Financials, including income statements for the past month and year to date, as well as cash flow projections.
• Team changes, including new hires, promotions, and departures.
• Product announcements and upgrades.
• Fundraise status if continuing to raise capital.

For groups with a fund, provide the following information on a quarterly basis:

• Funds raised and deployed to date.
• Summary of each investment including current revenue, growth rates, and progress report by the CEO.
• Exits, including the return of capital as well as business shutdowns.
• Fund metrics, including distributed to paid-in called DPI, the total value to paid-in ratio called TVPI, as well as internal rate of return IRR.
• Include the list of portfolio companies with a short summary of each.

It’s important to set up a reporting structure so the members can keep track of the progress of both individual investments and funds.


Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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In this episode, Hall welcomes John Zic, Partner and Founding Team Member at EQUIAM.

Headquartered in San Francisco, California, EQUIAM is a non-traditional, systematic VC firm. They use deeply researched, proprietary, data-driven algorithms to make their investment decisions.

EQUIAM focuses on finding great firms and capturing the high returns associated with these bets, but they are equally invested in bringing world-class portfolio engineering practices to the private markets, mitigating risk, and increasing long-term performance. This focus, along with their proven execution capability, allows them to offer their investors diversified portfolios of private firms designed to outperform in even the most challenging environments.

EQUIAM is deal-structure agnostic, tapping both primary and secondary markets for private firms. They leverage a variety of private and publicly available data streams to create a book of signals that identifies private firms positioned for outperformance. Their visibility on both historical and live-price data, combined with their logic-driven models, allows them to identify and unlock the most attractive entry and exit points for their investors.

John leads several functions at EQUIAM overseeing the investment execution process, driving investment model optimization efforts, and leading core strategic initiatives. Prior to EQUIAM, John was the 6th non-founder hire at Forge. While there, he facilitated $500 Million+ of private equity secondary transactions helping to grow company revenues 300% Y-o-Y. John executed hundreds of transactions across dozens of issuers, gaining best-in-class knowledge of private secondary transaction mechanics, issuer-specific idiosyncrasies, and general private equity market dynamics.

In addition to market-related activities at Forge, John led multiple data-centric initiatives including the formulation and development of the Tech30 Index, a market-cap weighted index of the 30 largest VC-backed private companies in the U.S. based upon proprietary secondary-trading marks. 

Prior to Forge, John spent several years in management consulting with a heavy focus on data science and big data analytics.

John discusses how he sees the VC industry evolving, the biggest change he thinks we will see in the next 12 months, his investment thesis, and some of the companies he has invested in.

You can visit EQUIAM at www.equiam.com, and via LinkedIn at  www.linkedin.com/company/equiam/. 

You can contact John via email at john@equiam.com, and via LinkedIn at www.linkedin.com/in/johnzic/. 

__________________________________________________________________________

For more episodes from Investor Connect, please visit the site at: http://investorconnect.org  

Check out our other podcasts here: https://investorconnect.org/ 
For Investors check out: https://tencapital.group/investor-landing/ 
For Startups check out: https://tencapital.group/company-landing/ 
For eGuides check out: https://tencapital.group/education/ 
For upcoming Events, check out https://tencapital.group/events/  

For Feedback please contact info@tencapital.group   

Please follow, share, and leave a review.

Music courtesy of Bensound.