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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:

 

 

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

Carta

Carta

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 Carta.com

 

CapShare

CapShare

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

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
10-30/Month
 
Minimum
$500K/Year
 

Advisors

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