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Investment Management
Designed an organized Investment Management system in Microsoft Excel to help businesses track and monitor their investment portfolio, investment transactions, returns, current values, and overall portfolio performance.
The system provides a centralized view of investments such as stocks, bonds, mutual funds, fixed deposits, real estate, and other business investments, allowing users to monitor investment costs, current values, expected returns, and profitability.
Key Features
Centralized investment portfolio tracking
Investment name, type, and profile management
Investment amount and purchase date tracking
Current market value monitoring
Expected return rate tracking
Investment purchase and contribution records
Withdrawal and investment sale tracking
Dividend and interest income tracking
Capital gains monitoring
Cost basis vs. current value comparison
Unrealized gain/loss analysis
ROI and investment performance tracking
Portfolio diversification analysis
Investment maturity and renewal alerts
Investment performance reports
Project Focus
Investment Management • Portfolio Tracking • ROI Analysis • Financial Analytics • Excel Dashboard • Investment Reporting
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Before you raise, sell, buy, or invest, know what you're actually paying for.
A valuation isn't just for reporting.
It's a tool for making better financial decisions.
If you're a founder, you need to know how much equity you're giving away.
If you're selling, you need to understand what your business can realistically command.
If you're acquiring, you need to know whether the price creates value.
If you're investing, you need to know whether the market price makes sense relative to intrinsic value.
That's why I build valuations around the economics behind the number:
→ DCF & intrinsic value
→ Comparable companies
→ Financial forecasting
→ Free cash flow
→ ROIC & reinvestment
→ WACC & terminal value
→ Scenario & sensitivity analysis
The objective is simple:
Give you a valuation that is transparent, defensible, and useful for the decision in front of you.
If you're preparing for fundraising, M&A, an exit, equity negotiations, or an investment decision, don't rely on a guess.
📩 Message me on Contra and let's build the valuation your decision deserves.
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