#030 - Rational Musings: Angel Investing, Y Combinator Valuations, Due Diligence, Portfolio Allocation & Investment Inertia

<p>Iman and Cyrus discuss angel investing in detail through the lens of a recent investment they are analysing. They touch on the importance of non-technical due diligence and what to emulate from the best angels.<br /> <br /> You can also watch this in video format on our youtube channel to see supporting material: <a href= "https://youtu.be/A7Oki1hxlm8">https://youtu.be/A7Oki1hxlm8</a><br /> <br /> Materials referenced:<br /> <br /> Immad Akhund tweet: <a href= "https://twitter.com/immad/status/1431657671266955264?s=21">https://twitter.com/immad/status/1431657671266955264?s=21</a><br /> <br /> Kauffman angel paper: <a href= "https://www.angelcapitalassociation.org/data/Documents/Resources/AngelGroupResarch/1d%20-%20Resources%20-%20Research/ACEF%20Angel%20Performance%20Project%2004.28.09.pdf"> https://www.angelcapitalassociation.org/data/Documents/Resources/AngelGroupResarch/1d%20-%20Resources%20-%20Research/ACEF%20Angel%20Performance%20Project%2004.28.09.pdf</a><br /> <br /> Ethan Mollick tweet: <a href= "https://twitter.com/emollick/status/1431693995307044866?s=21">https://twitter.com/emollick/status/1431693995307044866?s=21</a><br /> <br /> Will Bruey podcast: <a href= "https://www.youtube.com/watch?v=yetedIdtx4w">https://www.youtube.com/watch?v=yetedIdtx4w</a><br /> <br /> Cyrus article: <a href= "https://www.rationalvc.com/articles/irrational">https://www.rationalvc.com/articles/irrational</a><br /> <br /> Portfolio allocation video: <a href= "https://www.youtube.com/watch?v=Wgs3H52NDjA&t=10s">https://www.youtube.com/watch?v=Wgs3H52NDjA&t=10s</a><br /> <br /> Rolling fund video: <a href= "https://www.youtube.com/watch?v=pY2dq86X5Qg">https://www.youtube.com/watch?v=pY2dq86X5Qg</a><br /> <br /> Investment inertia article: <a href= "https://www.wsj.com/articles/the-lazy-investors-guide-to-getting-stuff-done-11630076464?mod=djintinvestor_t"> https://www.wsj.com/articles/the-lazy-investors-guide-to-getting-stuff-done-11630076464?mod=djintinvestor_t</a><br /> <br /></p> <p>--</p> <p><br /> Rational VC pr