Angel Investing - Checklist

Angel Investing – Checklist for Finding, Evaluating & Supporting Startups

Pages: 3 | Words: 511 | File Size: 1.0 MB

Includes: Printable and editable checklist

Usage Rights:
You are encouraged to use this checklist as a growth and self-training tool in your own business or projects. Feel free to share it with your team, clients, or learning groups. The content can be customized and adapted to fit your training, coaching, or educational needs.

Overview:
This concise checklist offers a practical framework for aspiring angel investors to confidently navigate the startup investment process. Covering key phases—from setting investment goals to deal sourcing, evaluating startups, and providing meaningful post-investment support—it is designed to simplify complex decisions and encourage strategic involvement.

What’s Inside:

• Setting clear investment objectives and criteria
• Methods to source and identify promising startup opportunities
• Due diligence checklists for assessing founders and business models
• Advice on structuring investments and managing risks
• Guidance on how to add value through mentorship and strategic engagement

Key Takeaways:

• Establish and refine your angel investing goals
• Recognize high-potential startups early in their growth
• Apply structured methods to evaluate investment opportunities
• Provide support beyond capital to help startups succeed
• Build a thoughtful and balanced investment portfolio

Ideal For:

• New or aspiring angel investors
• Business professionals interested in startup investing
• Coaches and consultants expanding their expertise into venture funding
• Financial educators developing training materials
• Anyone aiming to participate in the venture ecosystem with confidence