For years, angel investing has been seen as best suited for very high net worth or sophisticated individuals only.  The Report also provides evidence that with the above described approach individuals with as little as 50,000 CHF as an overall investing budget can do as well as large investors.

Key Facts and Figures

The Go Beyond Investor Report is an analysis of all the investments made by the all the members of the Go Beyond Investor community between 2008 and 2014.

• Who are the investors:  192 members in 2014 from 20 in 2008, 25 nationalities, 1/3 women
• How many investments did they make: 10,700 investment decisions which resulted in 1,000 investment tickets in 77 rounds in 36 companies from 11 countries
• What is the performance of the overall portfolio:  10.6m CHF invested, 12.9m CHF cashed out by March 2015 from 7 of the 36 investments and an estimated total current Net Asset Value (NAV) of 18.5m CHF.
• What is the individual investor portfolio performance:  >80% of members have invested at least once;  >80% of investors who have made at least 1 investment have a positive portfolio NAV; > 80% of investors with more than 1 year since their first investment have received some cash back from exits.

How Go Beyond Investors successfully build, manage and exit a portfolio of early-stage investments:

·    Actively learn angel investing by taking training modules, joining a group of investors led by a coach and using small tickets of 3,000 to 6,000 CHF each. 

·    Build a diversified portfolio of 8 to 10 investments over several years.

·    Manage one’s own portfolio with the expert support of Go Beyond Investing and its 23 active deal leaders, especially for follow-on rounds and exit. 

·    Look at each individual investment round on its own merit and keep at least 50% of funds for investments which perform well.

How Go Beyond Investing Does it 

GBI has taken the best elements of professional angel investing, added the latest on-line service technologies, and created a unique FinTech business model with five components:

• Syndication vehicles for small investment tickets
• Professional deal leadership certification and compensation program
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    • Cumulative knowledge sharing tools actively educating investors both in a learning environment and “on the job.”
    • One-year novice angel ‘get going’ program.
    • Portfolio strategy tips and tools.