article thumbnail

Financial Advisors – Managed Portfolio Solutions

Women Entrepreneurs Can

Managed portfolio solutions come in the form of a secure online platform that offers powerful tools to help financial advisors managed client portfolios. Cloud-based managed portfolios offer cutting-edge solutions to financial professionals, making their job much easier.

article thumbnail

Portfolio Management – Learning from experienced investors

NZ Entrepreneur

Andrew Chen shares his takeaways from the second instalment on Portfolio Management, held in Wellington on 13 May 2021. The data shows that a small number of investments in each portfolio will account for the vast majority of the returns, so you need to invest in enough opportunities to increase your chances of finding a winner.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What Does the Post Crash VC Market Look Like?

Both Sides of the Table

What You Can Learn From Public Markets It doesn’t really take a genius to realize that what happens in the public markets will filter back to the private markets because the ultimate exit of these companies is either an IPO or an acquisition (often by a public company whose valuation is fixed daily by the market).

article thumbnail

Q1 2024 Portfolio in Review

Version One Ventures

Dinari launched its B2B API and managed account services. This address management solution helps make sure the right package gets sent to the right address, while giving customers a world-class shopping experience. The program starts April 8. You can apply here. Qvin ’s Q-Pad received FDA Approval as a diagnostic menstrual pad.

article thumbnail

Best New Project Management Tools For Upstarts

YoungUpstarts

For the successful planning, control, and completion of a project, the project manager must keep track of deadlines, budgets, and work progress. In addition, communication between team members and between team and project manager is essential for success. Project management tools offer the right support for these requirements.

article thumbnail

Kara Nortman Was Just Promoted to Co-Managing Partner at Upfront Ventures. Here’s What it All Means

Both Sides of the Table

Today we’re announcing that my partner Kara Nortman is becoming Co-Managing Partner at Upfront Ventures and I can’t tell you how thrilled I am to welcome her to her new role. Marketing, recruiting, building data products & tools, event management, analyzing the portfolio, etc. And all the platform stuff. I’m only 52!

Partner 361
article thumbnail

Q2 2023 Portfolio Review

Version One Ventures

At the end of Q1, we anticipated that a tech sector slowdown is ideal for “heads down” building without all the distractions of a super bull market. Filebase announced the launch of their Startup Program designed to empower startups with free access to enterprise-grad, fully-managed InterPlanetary File System (IPFS) resources.