1. Membership FAQ
  2. What is the process to become a member?
  3. How can I see the deal pipeline?
  4. Where can I find upcoming pitch events?
  5. What is the minimum investment amount?
  6. How are deal negotiations managed?
  7. What is the Due Diligence process?
  8. How are are Wharton Alumni Angels' deals syndicated for its members?
  9. What securities are used for a typical investment?
  10. What is the investment process?
  11. Does Wharton Alumni Angels co-invest or share deals with other investors?
  12. How are deals tracked post investment?
  13. Where can I learn more about angel investing or find reference material?

How are deals tracked post investment?

Answer

Investors have access to our SPV LP Portal. All financial information about an investor's deals, cost basis, current valuation, and other metrics and data are available via the LP portal.

We have designated members who act as Portfolio Managers. These Portfolio Managers, along with the Deal Leads continue to track the progress of portfolio companies and follow up with companies at least once per quarter. When we have information rights we follow up with the company to ensure they send financial reports, business reports and etc. We always communicate to the company that we want to be informed of follow on financing, even when we have pro rata rights.