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Notes on use:
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This is a basic template to use to track angel investments - feel free to customise it for your purposes. It has example data which you can play with.
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There are three sheets
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Investment Amounts
Has every investment, date of investment and payment received to calculate IRRs
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Investment Details
Has ancillary information about each investment and aggregates up information per investment based on the investment amounts sheet
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Summary
A summary sheet you can use to look at the portfolio as a whole by grouping investments according to a criteria (here used year)
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Blue text are values calculated from other values (and should generally not be manually changed)
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There are many permutations on partial exits, the effect of liquidation preferences, and uncertainty generally about the value of any asset (regardless of the last round valuation or public data)
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The base spreadsheet is not sophisticated enough to factor these in, so please use discretion
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