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Updated over 7 years ago on . Most recent reply
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Managing Investor Info, Income, and other Financial data
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?