Portfolio Investment Return Calculator



Enter values above and click "Calculate"

For a detailed explanation of IRR, exit/return multiples, and why an investor must target a higher return on each individual investment than the overall portfolio, read more in our IRR vs. Exit Multiple blog post. The video lesson available for free in our Level 1 (Novice) course, Module 2, Lesson 3 at Crowdwise Academy.

Note: for "Target Portfolio IRR", this field should be your target rate of return for your portfolio of startup investments only. For example, if startups comprise 5% of your total investment portfolio, the IRR here should be the target IRR for that 5% of your portfolio, not including other investments or your overall portfolio's rate of return.

Frequently Asked Questions

What failure rate should I assume for my startup investments?

While the actual failure rates for Reg CF equity crowdfunding deals is still to be seen, here are some references from Angel and Venture Capital data.

Reference 1: Angel data (52-56% fail)

Reference 2:  VC data (>65% fail, early-stage)

Reference 3: Failure Data by funding round


How do I estimate my startup portfolio's Internal Rate of Return (IRR) or Multiple of Invested Capital (MOIC)?

While the actual IRRs for Reg CF equity crowdfunding deals is still to be seen, here are some references from Angel and Venture Capital data.

Reference 1: Angel data, IRR = 17.6%-37.6%

Reference 2: VC data, IRR=20%+, early-stage


What is an appropriate investment time in years to use when estimating startup portfolio returns?

While the actual investment timeline for Reg CF equity crowdfunding deals is still to be seen, here are some references from Angel and Venture Capital data.

Reference 1: Angel data - 5-8 years

Reference 2: VC data - 8 years, early-stage