CROWDFUND INVESTMENT WIZARD
TAKE CONTROL OF YOUR INVESTMENTS
CROWDFUND INVESTMENT WIZARD is unique tool built in Microsoft Excel to track your crowdfund investments.
CROWDFUND INVESTMENT WIZARD takes the analysis of your investments to the next level to provide a comprehensive tool to track your investments in one place! Make better investment decisions, track your returns precisely, and make the most of your investments!
There is no other tool like it!
When you click below to buy CROWDFUND INVESTMENT WIZARD you will receive a zip file with the Excel document and a pdf User Guide.
CROWDFUND INVESTMENT WIZARD is designed for experienced investors in crowdfund equity campaigns seeking a comprehensive tool to manage their diverse portfolios effectively. Built for users with multiple investments, CROWDFUND INVESTMENT WIZARD allows you analyse potential investments and track your existing investments.
CROWDFUND INVESTMENT WIZARD allows you to bring your portfolio together and easily see which investments are progressing well, which sectors your investments are in, track your investments over time, and help you keep on top of the admin work involved in claiming tax benefits.
There is no other tool available which helps you to track the performance all your crowdfund equity investments in one place. Mainstream platforms to track publicly-traded companies are not set up to track crowdfund equity investments. Crowdfund platforms (such as Crowdcube and Republic Europe) only provide limited information and analysis and no customisation.
CROWDFUND INVESTMENT WIZARD takes the analysis of your investments to the next level to provide a comprehensive tool to track your investments in one place! Make better investment decisions, track your returns precisely, and make the most of your investments!
CROWDFUND INVESTMENT WIZARD FEATURES
SET A BUDGET AND TRACK YOUR INVESTMENTS:
Quickly see the current performance of your portfolio. Unlike the portfolio information on CrowdCube and Republic, CROWDFUND INVESTMENT WIZARD takes account of platform investment and carry fees, your tax benefits, value of perks offered, dividends received, and share sales.
ANALYSE YOUR INVESTMENTS
CROWDFUND INVESTMENT WIZARD allows you to view your portfolio progress using various filters: by Sector, Year Invested, tax status, company status - or choose your own investments to analyse together.
TRACK YOUR TAX CLAIMS (UK)
Investing in businesses eligible for EIS or SEIS can provide tax relief of 30% or 50%, so it's important to claim the tax incentives. Easily track your claims and when you receive your tax refund.
If one of your investments turns sour, CROWDFUND INVESTMENT WIZARD will remind you to claim the Loss Relief.
SENSE-CHECK BUSINESS PROJECTIONS!
Use CROWDFUND INVESTMENT WIZARD to easily compare the company's progress against their revenue and EBITDA projections they provided at the time of fundraising. Keep track of company updates, and including changes in share price and upcoming funding campaigns.
YOUR INVESTMENTS, YOUR THOUGHTS
Investing in crowdfunding should be seen as a long term commitment. Add your own thoughts to CROWDFUND INVESTMENT WIZARD to remind your future self of the reasons you invested, and score each investment and add in the likely date for the business exit to help you plan.
PUT A VALUE ON PERKS
Many companies offer perks for investing such as free or discounted products. CROWDFUND INVESTMENT WIZARD gives you the option to you to put a value on these perks so that the benefit is reflected in your portfolio.
FORECAST YOUR FUTURE CASHFLOW
Investing is all about the returns. Input your high/low estimates, and when you might see a return, and play with different scenarios to see what your future cashflow could look like.
ONE-TIME PURCHASE
When you purchase CROWDFUND INVESTMENT WIZARD you will receive a spreadsheet template to add your own investment details. You'll also receive a comprehensive user guide.
Once you have paid for CROWDFUND INVESTMENT WIZARD , it's yours to keep forever, there are no ongoing subscriptions. We also encourage user feedback. So, if there's something missing that you'd like to see and that would benefit other users, get in touch and we can explore whether we can build it into the tool.
If you have an existing system to keep track of your investments, get in touch to discuss whether it's possible to import your data into the spreadsheet.
HOW TO MAKE THE MOST OF CROWDFUND INVESTMENT WIZARD
CROWDFUND INVESTMENT WIZARD is intended for investors who wish to keep a close eye on their investments, and we would recommend it for investors who aim to invested in a minimum of 10 companies. It's not a light tool, but the more information you input into the Wizard, the more useful analysis it can provide back to you. To get the most out of CROWDFUND INVESTMENT WIZARD, you should be prepared to:
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enter information when considering making an investment with details from the campaign pitch.
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update the tax details as you submit your forms, and receive funds.
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update the spreadsheet when you receive business updates, including information such as new share price and details of the business' performance,.
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Update the spreadsheet with any funds received, either through share sales, dividends received, or when the company enters administration.
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You can also input information such as your own personal reasons for investing, your expectations in terms of timing and scale of financial returns.
DISCLAIMERS
CROWDFUND INVESTMENT WIZARD does not provide investment advice and nothing in the spreadsheet constitutes financial advice. The tool is for you to track your existing investments, and to give you as much information as possible when you decide whether a particular investment is worthwhile. The tool does not endorse any particular investment, nor do we make any money from the Crowdfunding platforms or from the companies who are fundraising. The only income stream is from selling CROWDFUND INVESTMENT WIZARD which is a spreadsheet template built in Microsoft Excel. The only data that will be presented to you in the template is based on the information that you enter into the spreadsheet. CROWDFUND INVESTMENT WIZARD is an Excel template built specifically to capture your crowdfund equity investments.
CROWDFUND INVESTMENT WIZARD runs on Excel Desktop (that is, the full-featured version installed on Windows or macOS, which comes with Microsoft 365, and Office, rather than Excel Online that is accessed through a browser or Excel Mobile). If you do not have access to Excel Desktop, you will not be able to use the macros that are fundamental to the Wizard, so please do not purchase CROWDFUND INVESTMENT WIZARD if you do not have access to Microsoft Excel Desktop. The spreadsheet can be updated using Excel Online and the Excel mobile apps, but the usability and functionality is limited.
The template is applicable to investors across the world. However, the tax incentives that built into the template are applicable only to UK tax payers, and the currency used is '£'. If there is demand for other currencies or tax treatments, please get in touch for us to consider adding in that functionality.
ABOUT US
We built CROWDFUND INVESTMENT WIZARD to help keep track of our own crowdfund investments, as we wanted to analyse the fundraising opportunities in ways that were not possible through the dashboards offered by the crowdfunding platforms. If it's useful for us, we thought that it may be useful for other people.
We welcome user feedback if there's anything else that may be useful to add - whether a statistical analysis, or additional free text boxes for you to enter information. If we think your suggestions would improve the tool, then we'd seek to build them.
We also build custom Excel documents for clients. If you want to take your business spreadsheets to the next level, please get in touch.