How to Track and Report Results

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 capture and report the investment results to the members.

Here are some key points to consider:

1. Capture the investments made into a portfolio management system, so everything is in one place.
2. Keep the system up to date with all new and follow-on investments.
3. Each quarter, send out a report showing the number of investments made and the number of deals funded.
4. Note any major transactions such as recent fundings, exits, and other news.
5. Capture the latest valuations to include in the portfolio to generate an intermediate estimate of value.
6. Make sure the members understand this is not a guarantee but only an estimate.
7. For exits, capture the amount distributed to the investors and maintain a running investment returns number for the group, including IRR.
8. For major fundings, consider publishing a press release about the funding to the community.

This generates deal flow and investor signups.


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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On this episode of Investor Connect, Hall welcomes Drew Glover, Managing Director at FiatGrowth.

FiatGrowth is a $15 million venture capital fund specializing in early-stage funding for fintech companies that are striving to provide social good for their customers. Since 2021, Drew and the team at Fiat Ventures have supported over 100 entrepreneurs, with 67% of them being from communities that are underrepresented in the tech space. 

FiatGrowth’s vision is to scale products and services that are accessible to all, and they are breaking down barriers and aligning the most impactful companies to collaborate and empower the global consumer, regardless of socioeconomic status.

As Managing Director, Drew oversees Business Development & Strategic Partnerships. Previously Drew held VP of Marketplace positions at Steady where he helped them grow their user-base to 1.5M+ users and built their job and benefit marketplace. Before Steady, Drew held Director positions at HRtech giant Namely and design consultancy Fjord, which was acquired by Accenture NYSE: ACN, as well as digital media and branding agency Portal A. He has helped companies like Adidas, Nike, JP Morgan Chase, Home Depot, and Best Buy bring award-winning services to market. Drew loves cooking and traveling with his wife Michelle. 

Drew shares what excites him now and how he sees the fintech sector evolving. He advises startups and investors, discusses what he thinks is going to have the biggest impact in the next five years, his financial thesis, and more.

Visit FiatGrowth at www.fiatgrowth.com, on LinkedIn at www.linkedin.com/company/fiatgrowth/, and on Twitter at www.twitter.com/fiatgrowthllc.  

Reach out to Drew at drew@fiatgrowth.com, on LinkedIn at www.linkedin.com/in/drewbailerglover/, and on Twitter at www.twitter.com/DrewBailer.  

_______________________________________________________

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.