I’ve always got some Save-for-Later items in my amazon shopping cart, and a few more potential purchases in various store carts on my browser. (This is normal, right??) Now I’m thinking I need a cart for interesting CF investments. There are so many great-in-theory offerings, but I know a waiting period and a second look are always in my best interest. What kind of tools do you use for keeping an investment offering in mind … not losing track of the deadline … and maybe even the essential questions you must have answered before you invest?
I’m in the same boat!
While it isn’t too sophisticated, I currently use a combination of a Google Sheet and set calendar reminders for myself when I want to follow up (or prior to a closing date).
Another platform I use is the Kingscrowd.com portfolio feature. You can add investments that you’ve invested in, but also “Follow” companies you are interested in. This can be a great reminder to go back to that page once a week (for example) and see what companies warranted follow-up.
As a contributor to the Kingscrowd platform, there are probably also some more interesting features that will be introduced along these lines in the coming weeks and months, so stay tuned
Both are totally normal in my view @audrey I actually have a folder in my browser bookmarks called “future purchases”.
I don’t have a special tool that I use for keeping an investment offering in mind, but for platforms like Republic and WeFunder I do use their “favorite” feature so I can get updates on something I am watching. If it’s a company making regular updates it has helped me revisit and make a decision.