You can easily track your startup investments, including equity crowdfunding, angel investing, or syndications. Search the name of your startup. We will connect to Crunchbase and find it for you. Then we will ask you 4-step questions about it:
Startup details (Industry, Region)
Investment details (Funding round, Investment type, Number of shares, Price per share, Currency, Investment date)
Value estimation (based on your purchase price)
Final details (if you want to add any additional notes)
I cannot find the startup in your database.
We are sorry to hear that. We are working day and night to increase your database with the help of Crunchbase. In the meantime, you can easily add your custom startup to your Wealt app. While you search for your startup name within the search bar, an Add It button will appear next to its name. Just click on that, and everything else will be the same.
After you add the startup to your portfolio, you will able to see financial details about it:
Summary (Total invested, IRR, MOIC, Avg. holding period, # of units, Current price)
Valuation (Market value, estimated profit&loss)
Information (based on the information that you added during the addition of startup)
If you have questions about the terms (IRR, MOIC, etc.), please check out this article.