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Updated almost 8 years ago on . Most recent reply

User Stats

45
Posts
10
Votes
Stuart Gardner
  • Malden, MA
10
Votes |
45
Posts

Managing Investor Info, Income, and other Financial data

Stuart Gardner
  • Malden, MA
Posted

Having recently finished raising our first round of investor capital, I now find myself wondering what is the best way to store and work with the investor information I now have. 

My first through was to set up an Excel sheet to track investment amounts, interest payouts, and final payback. 

However, before doing that, I was wondering if anyone has used or knows of a software program that allows these types of activities, as well as doing the normal profit and expense reporting, something like QuickBooks.

I don't currently use QuickBooks, but is it able to do something like that?

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