For several years I was frustrated that I couldn’t find a portfolio management tool to serve my needs as an investor. I started asking my colleagues if they had the same problems as I did regarding deal flow, system of record, and data aggregation with early stage investments.
I began with user interviews to refine my hypotheses about what investors want and need in portfolio analysis. After this validation, I started building and testing against those same people who would be my customers. Step by step, this became fiifi.
Figure out what makes your team tick
When I stepped into my last large role, I had to look at my existing team and do a series of things.
Add investment companies using the “Add Company” button
Search for one or more companies or quickly upload a spreadsheet of your investments.
