Copia Wealth Studios - Alternative Investment Scoring Template

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4		Alternative Investment Scoring Template
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8	Why Use This Template?			How to Use This Template
9	Why Use This Template?			How to Use This Template
10	A key challenge in deploying capital is prioritizing the right investments. This template provides a customizable scoring system to compare opportunities across asset classes with clarity and discipline.			1. The template is divided into 5 categories. Each category has 4 variables. 2. Each variable is scored on a scale of 1-10 (1 being the lowest, 10 being the highest). 3. Before scoring any individual investments, the first step is to consider your Adjustable Weightings. Take a minute to define each as more or less impactful. 4. If you adjust the scoring up/down for a variable, you will need to make an inverse weighting change(s) elsewhere so that the final scoring equals 100%. 5. Once the Adjustable Weightings are finalized, these should be used across all individual investment scorings. 6. Now, consider your first potential investment, and select scoring for each variable based on the information known for the investment. 7. Once your Initial Scoring is completed, the template will automatically translate the scores into the Adjusted score, which will appear in the Final Score cells 8. After you've scored each investment, include the essential information in a new row in the Comparison tab.
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12	Authors Notes
13	Authors Notes
14	Revisit your scoring as you evaluate more investments—your perspective may shift over time. Adjust the weightings for each variable as needed, but ensure changes apply across all investments for a fair comparison. To maintain discipline, total weightings must always sum to 100%, meaning any increase must be offset elsewhere. The key to using this template effectively is consistency—having the same person score all investments leads to more comparable results. Finally, this tool helps reinforce due diligence. If you're missing key information for certain variables, it may highlight gaps in your vetting process.
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21			www.copiawealthstudios.com hello@copiawealthstudios.com Copyright - Copia Wealth Studios
22	If you're looking for a better way to track your portfolio, including illiquids, request a demo.
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