Vertically Balanced Investments

Wisconsin River Business Angels™ (WRBA)

The investment pyramid

A balanced portfolio should include investments from each risk category.  

Unfortunately many high net worth individuals don’t take advantage of the top of the pyramid because they don’t understand private equity investing.  

But, if you want to grow your wealth and not merely preserve it, the best way is to join an angel investing group.

Here are some advantages of joining the Wisconsin River Business Angels (WRBA):

  • Share in the knowledge, expertise, and camaraderie of fellow angel investors
  • Leverage the due diligence of the WRBA
  • Share your expertise and provide mentorship for the young companies you invest in
  • Higher returns when compared to other types of investment, including other high-risk investments
  • It offers the opportunity to further diversify your investment portfolio while growing small businesses in or near your local community
  • See the fruits of your investments as they help build your community and create jobs in the local economy.  Angel investing is a true win/win/win!
  • Get a front row seat for exciting, high-impact, world-changing innovations and technologies that solve real problems

Ready to start angel investing?  Click here to request more information about joining the Wisconsin River Business Angels

Or, click here to learn more about the benefits of Angel Investing, including financial returns and impact on local economies and communities

The complete services offered by the WRBA to its member investors fall into 4 broad categories.  Here is a breakdown of all the things WRBA leaders do to support its members in growing their portfolios and making good investment decisions:

 

Networking/Syndication

  • Attend industry events
  • Regularly meet with other angel groups
  • Collaborate on diligence with other groups
  • Collaborate on raises with other groups to finance bigger projects
  • Share best practices with fellow groups
  • Broaden Wisconsin entrepreneurial ecosystem

 

Screen

  • Review several hundred opportunities annually (reading briefs, meeting, mentoring)
  • Provide overview of 4 major areas of opportunity audit
  • Attend industry events to hear pitches
  • Network with entrepreneurs
  • Mentor to prepare entrepreneurs for pitch
  • Membership and involvement with half a dozen startup organizations

 

Diligence

  • Review legal documents provided by entrepreneur
  • Complete legal doc checklist for each company
  • Background checks on key personnel
  • Financial analysis
  • Identify gaps in management team
  • Identify gaps in opportunity

 

Administration

  • Prepare & sign legal documents
  • Open bank accounts
  • Create LLCs
  • Collect and distribute money
  • Annual tax reporting
  • Monthly/quarterly updates
  • Bookkeeping for LLCs
  • Annual portfolio reports for each investor
  • Secure qualified QNBV tax credits and related paperwork

Ready to start angel investing?  Click here to request more information about joining the Wisconsin River Business Angels

Or, click here to learn more about the benefits of Angel Investing, including financial returns and impact on local economies and communities

WHAT OUR INVESTORS SAY:

“As an angel investor, it’s rewarding to see the impact of my contributions to the growth of companies and the local economy. For investors, it can be overwhelming at times to determine which investments are best for me and the community. Wisconsin River Business Angels provide a high level of due diligence, researching and investigating hundreds of opportunities yearly and providing me with confidence that my investments are sound. My involvement with young companies as a board member also provides me with the opportunity to share my knowledge and experience guiding startups.”

Richard Kenney

Angel Investor

Get started on your angel investment path today

Learn more about joining the Wisconsin River Business Angels™ Investment Network at Midwest Wealth Ventures™.

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