Tracking Angel Investments without Spreadsheets: Manage your Portfolio with Effortless Tax and Exit Organization

How do entrepreneurs turn daily headaches into solutions that benefit an entire industry? In the world of angel investing, even the most tech-savvy find themselves wrangling gruesome spreadsheets and chasing down lost documents—begging the question: why are investors, of all people, stuck managing chaos with outdated tools? This episode features Zach Holman, one of GitHub’s earliest team members and a prolific angel investor. After years of advising top startups and investing in hundreds of companies, Zach found himself wrestling with the same messy tracking problems plaguing countless others. Drawing on his unique background at the intersection of engineering, advising, and investing, he set out to build Signed—a modern platform purpose-built for angel investors to organize, analyze, and make sense of their portfolios. Listeners will hear firsthand how frustration with the status quo inspired Zach to create a tool he originally built just for himself, and which is now helping the broader investing community. From tracking investments and importing documents to handling the perennial headaches of taxes and K1s, the conversation dives into the nuts and bolts of managing a dynamic investment portfolio. This episode is a must-listen for anyone interested in the evolution of angel investing, practical founder stories, and the tangible ways entrepreneurship can transform pain points into much-needed innovation.   To get the latest from Zach Holman, you can follow him below! https://www.linkedin.com/in/zachholman/ https://signed.com/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood