Great Downloads for Investors

The RollingSouth Guide To Tax Free Startup Investing

Taxes are a PIA. This guide reviews the Tax Benefits of Startup Investing and explains how startup investing can be tax free, how you can realize those tax free gains and how you can access state tax credits as a direct rebate for qualified investments.

The RollingSouth Portfolio Tracker

Tracking Startup Investments can be tricky. We created a Google Sheet that works for us and will work for you. Simply follow the instructions so you can track your results over time with a simple dashboard. We use it ourselves.

RollingSouth Tips & Tricks for Startup Investors

There is plenty of opportunity with Startup Investing but some avoidable pitfalls too. We created a work sheet to help investors make sure they’re checking the major boxes in the startup investment process.