Write Down What the Money Is For Before You Sign Anything
Write a family investment policy around what the money is for, cash limits, responsibility and review triggers, with blank prompts to decide whether to commit.
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Angel, venture, private equity, credit, real assets and small-business deals, compared on what each asks of you: cash, time, paperwork, and how long your money is locked up.
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Showing 5 posts with tag: Templates
If You Can't Find the Document, You Don't Know the Number
Make private investment administration easier to follow. Keep documents, commitments, cash received and valuation dates in one record.
Your Business, Your Job and Your Fund May Be the Same Bet
Examine private investment concentration across business, work and property. Map shared risks and record missing information before your next commitment.
Capital Calls Don't Wait: Build a Liquidity Budget
Build a private investment liquidity budget that separates what you must pay, accepted commitments and uncertain distributions, with a blank cash calendar.
A Good Quarterly Letter Is Not a Distribution
Use a private portfolio review to separate reported values from cash received, challenge strategy labels, and give unanswered questions a follow-up owner.