is it a software program?

Do you use a particular software/app?

What method do you use, (or tools/software), to "archive" market trends to ultimately have your own "database" to draw market insight from. 

I probably would not take such case if you wanted me to defend it in an audit - which tells you about my view of this strategy.

This would be my first experience in a true investment property and I plan on managing the properties using Buildium as my software platform (company I work for).

Is there a particular program/software/template you use?

Our "business plan" (including audited financials and a thorough statement of the risks) is outlined in our Offering Circular, which is available on our website and via the SEC's EDGAR system.As @Gary Headrick says, startup stock is illiquid and very high risk.

We use a CPA for audits and tax returns but use either bookkeeper and in house resources for the daily/weekly tasks. 

Several third-party software developers make such add-on/plug-in packages for Excel.EDIT: Be wary of any potential analyst doing this without using some type of Monte Carlo simulation or similar technique.

However, this is assuming that your records are clear and organized, and given to him in a timely manner, so that he's not rushing or confused about what you've presented him.When I work on complex returns, I start with the headiest pieces first - the aspects that I know will need the most attention and will likely be under the most scrutiny from an audit perspective.