Many private investors organize their investments on their own typically on a spreadsheet at home or using a platform like WovenWealth. One of the things that is very easy to forget is to store contact information for each investment within the portfolio. This not only makes it easy to contact the founders/managers/contact person, but it also serves as a single place for a spouse or loved one to check in the event of your unexpected passing. Many times a spouse may have heard of you mentioning a particular investment but may not have ever seen or recorded contact information for them. Knowing they can access your WovenWealth Account and get a report of all contact information for all investments helps a great deal.
