01 – Discovering your Investor DNA
First step is to discover your investor DNA (Distinct, Narrative, Attribute) Are you an active investor, semi active or passive? It is critical from an investor to know how you…
CitySide has established AngelsU™ in order to educate and inform accredited investors and professionals that are interested in becoming angel investors on the fundamentals of early-stage investing. With over 20 years of early-stage investment experience, we will share the industry benchmarks and best practices of successful angel investors from around the world.
Early-Stage investing is more than just a “Gut” feeling. There is a proven practice and discipline to build a high performance portfolio. We will touch on the DO and DON’T of angel investing as well as the different track each investor should choose based on their interest and risk profile.
Assets Class Comparison:
A recent asset class performance comparison study, displayed below, supports the strong shift into angel and early-stage venture funding.
** Data sources include analysis from : S&P 500, PitchBook, Dash Prime, eRoom Securities and Merrill Lynch and it is apply to 80% of the investors. the comparison is based on 5-7 years spread
[X]
STOCK MARKET
Depending on the particular investor Risk profile and the diversification factors the ARR ranges between:
3.5% – 9.2%
Stability Factor = Uncertain!
[X]
REAL ESTATE
Depending on the type of real estate holdings, the preferred structure expect to produce ARR ranges between:
5% – 12%
ROE = Unknown!
[X]
OTHERS
Include commodities, futures and collectables, much riskier and volatile strategy with ARR ranges between:
4.6% – 18.1%
Market = Highly Volatile!
[+]
VENTURE INVESTING
The fast growing alternative investment asset class for the past 5 years with expected IRR ranges between:
18% – 26%
Multiples of Returns = 3.8X
WHO IS IT FOR?
Based on each investors unique operating philosophy and diversification approach, we offer a variety of different investment options that best fits their investment strategy.
[01]
ACTIVE INVESTORS
Active Angel Investors who are looking for a deeper level of knowledge and to be connected to a community of other active investors and tap into the ”crowd wisdom” in order to learn, grow and build a successful investment portfolio.
[03]
NEW INVESTORS
High-Net worth individuals that are looking to start their journey in early-stage investment and build a high performing portfolio. Understanding the fundamentals of a successful Angel investor
[02]
FAMILY OFFICES
They are looking for a new asset class to diversify their exposure into early-stage investing and expand their family portfolio to ensure their wealth preservation and growth.
[04]
SMALL CAP LP’S
Limited Partnerships that are looking to explore the high returns of early-stage investing and diversify their portfolio to ensure the acceleration of their wealth building.
[05]
TRUST MANAGERS
Trust managers that are looking to diversify the trust investment assets allocation for higher capital preservation yield and while maximize tax efficiency capital gain.
THE AngelsU™ FUNDEMENTALS:
Our investors learning sessions is based on 20 years of successful investing experience utilizing highly accomplished investors best practices that are second to none!
Resource Partners Services:
MARKETING – SOCIAL MEDIA MANAGMENT – FRACTIONAL CFO – BUSINESS FINANCE – BANKING – LAW AND MORE …
Would you like to learn more?
Please check our scheduled events:
