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Free Lesson
How LP and Angel Investors Track Portfolio Performance
30 min
Mar 17, 2026 12:00 PM
Virtual (Zoom)
In this video
What you'll learn
The Key Metrics LPs and Angel Investors Track
Learn the core metrics investors use to evaluate their portfolio across venture funds and direct investments
How to Track Your Portfolio in One Place
We’ll walk through a template that helps investors organize, track performance, and understand their portfolio evolution
How Tracking Improves Your Investment Decisions
Understand how portfolio tracking helps investors evaluate managers, identify patterns, & make informed decisions
Why this topic matters
As investors begin building portfolios across VC funds & angel investments, it becomes increasingly difficult to understand how their portfolio is actually performing.
Many investors track deals across scattered notes, emails, and spreadsheets - making it hard to answer important questions like:
What is my total exposure across funds and direct deals? Which investments are performing well?
You'll learn from
Rachel Tsui
Partner at The Council Fund (ex-Head of Customer Success at Komodo Health)
Previously at Komodo Health
