#030 - Rational Musings: Angel Investing, Y Combinator Valuations, Due Diligence, Portfolio Allocation & Investment Inertia

rational vc

Iman and Cyrus discuss angel investing in detail through the lens of a recent investment they are analysing. They touch on the importance of non-technical due diligence and what to emulate from the best angels. You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/A7Oki1hxlm8 Materials referenced: Immad Akhund tweet: https://twitter.com/immad/status/1431657671266955264?s=21 Kauffman angel paper: https://www.angelcapitalassociation.org/data/Documents/Resources/AngelGroupResarch/1d%20-%20Resources%20-%20Research/ACEF%20Angel%20Performance%20Project%2004.28.09.pdf Ethan Mollick tweet: https://twitter.com/emollick/status/1431693995307044866?s=21 Will Bruey podcast: https://www.youtube.com/watch?v=yetedIdtx4w Cyrus article: https://www.rationalvc.com/articles/irrational Portfolio allocation video: https://www.youtube.com/watch?v=Wgs3H52NDjA&t=10s Rolling fund video: https://www.youtube.com/watch?v=pY2dq86X5Qg Investment inertia article: https://www.wsj.com/articles/the-lazy-investors-guide-to-getting-stuff-done-11630076464?mod=djintinvestor_t

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. ---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.