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Investment Portfolio Diversification

Maximize returns with diversification by creating a portfolio of investments. For help managing, tracking, and building your portfolio the following solutions can help:

Portfolio Composition

U.S Trust identifies an average accredited, high net worth, investor to allocate 6% of their portfolio to alternative assets. While an average millennial allocates 13% to alternative investments.

Average high net work asset allocation of portfolio in alternatives

Average Millennial Alternative Investment selection

The survey goes on to break out the average allocation and interest within the alternative asset class. Of those survey 30% believe that, "More money can be made by investing in the private market than in the public markets.“

Allocation and interest within Alternative Asset Class


Angel - Seed

Seraf Investor Portfolio Management for early stage investors.  Seraf Investor was built by Co-Founders Ham Lord & Christopher Mirabile Co-Managing Directors of Launchpad Venture Group. Seraf Investor screenshotSimplify portfolio performance and personal finance with this solution. Christopher is the Emeritus Chair of the Angel Capital Association. This makes the pair incredibly well suited to tackle the problem angel investors, and early stage investment managers face with managing their portfolio. 

As an angel investors portfolio grows so do investor reports, follow-ons, note conversions, warrants, and tax deadlines. For investors who believe in modern portfolio theory and look to increase diversification into a growing set of companies, so too do they outgrow basic tools like spreadsheets and email folders. Seraf looks to be that resource.

Monitor your investments, centralized and hassle free

Pricing starts at $25/month


Venture Capital



Manage your cap table, issue securities, get 409A valuations & stay compliant with Carta. Save Time & Money. Trusted by 10,000 companies and 600,000 stakeholders. Issue Securities, Equity Management, Tender Offers,

Contact a rep for pricing




Issue stock today and manage all your equity in one place without getting bogged down in spreadsheets and paperwork. Join the platform trusted by over 10,000 companies, investors, and lawyers.

Pricing starts with a free offering, followed by the $3/Month tier



AngelList has created an offering for professional investors to work with personal representatives at AngelList. They are targeting family offices, institutions and active investors.

Number of Deals


We encourage self empowerment with the solutions we cover at Fund Wisdom. The above solutions can provide you all the help needed to successfully manage your own portfolio. In case further help is needed we can help match you to Registered Investment Adivsors (RIA) who specialize in Venture and Startup.

Regulations continue to open avenues to invest through traditional and retirment portfolios like direct Individual Retirement Accounts (IRA) or Simplified Employee Pension Plan (SEP) into startup equity offerings. Get help investing into private equity, or newly formed companies taking into account tax incentives.

Contact us for help finding the top Advisors to fit your needs

Equity Investing Market Insight Platforms

Solutions for real time market analysis to improve your investment decisions leveraging artificial intelligence, data visualization, machine learning, financial modeling, and predictive analytics. Understand trends, sector and geographic performance.