Upgrade how you monitor your startup investments with our comprehensive startup portfolio tracking template. This powerful spreadsheet combines private investment tracking with public market comparables to give you professional-grade portfolio analysis, all powered by Quadratic's unique capabilities.
Purpose
This template helps investors track and analyze their startup portfolio valuations using revenue multiples methodology, comparing private investments against public market benchmarks. It automatically calculates key metrics like revenue multiples, valuation changes, and portfolio returns while pulling real-time public market data for comparison companies.
Key Features:
- Automated revenue multiple calculations
- Real-time public market comparables via API integration
- Visual portfolio performance dashboard
- Entry vs. current valuation analysis
- Total portfolio value tracking
- Average multiple benchmarking
Perfect For:
- Angel investors managing multiple startup investments
- VC firms tracking portfolio companies
- Family offices monitoring private market allocations
- Investment professionals analyzing private market returns
- Startup founders benchmarking valuations
How It Works:
- Enter your startup investment details (company name, investment amount, date)
- Add revenue and valuation data for each company
- Select relevant public market comparables
- The template automatically calculates multiples and portfolio metrics
- View automated visualizations of your portfolio performance
What Sets It Apart:
- Live data integration eliminates manual updates
- Professional-grade analysis used by venture capital firms
- Clear visualizations make complex metrics accessible
- Python-powered automation saves hours of manual work
- Built-in public market benchmarking provides crucial context
Best Practices:
- Update revenue figures quarterly for accurate tracking
- Choose public market comparables in similar sectors
- Monitor both individual company and portfolio-wide metrics
- Use the visual dashboard for stakeholder presentations
Ready to upgrade your startup portfolio analysis? Get started with this template and leverage the power of Quadratic's intelligent spreadsheet capabilities to make more informed investment decisions.
