In this episode, the hosts review the various metrics that are most helpful to follow in your startup portfolio and how to do it efficiently. We talk about strategy in following initial investments, follow on investments and tracking the various tax issues to help in tax planning. David provides The RollingSouth Tracking Template with embedded instructions to help you get started. Finally, we discuss some subscription platforms that will do the job as well.
Follow David on X at https://x.com/DGRollingSouth
Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/
Follow Paul on X at https://x.com/PalmettoAngel
Connect On LinkedIn with Paul at
https://www.linkedin.com/in/paulclarkprivateequity/
We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.
