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Field note · reference

The 1% line: sizing the angel cheque

A conservative position-sizing idea for investments that can be illiquid and can lose their full value.

General information only. Early-stage investments can lose their full value and remain illiquid for years. This is not investment, legal, or tax advice.

The guideline

Some investors use 1% of investable net worth as a maximum initial cheque for a single early-stage company. It is a risk-control idea, not a universal rule or a claim that the investment is suitable.

Look at the whole portfolio

One small cheque can still be too much when combined with other private companies, employer stock, or concentrated holdings. Decide first how much of the overall portfolio could be lost without affecting essential goals.

Allow for follow-on funding

A company may ask for more capital later. Reserving an amount equal to the first cheque would make the potential commitment twice the initial amount. Dilution, fees, taxes, and the inability to sell also matter.

Try a scenario

The Angel Cheque calculator compares the amount entered with net worth and existing exposure. A qualified adviser can assess suitability for your circumstances.

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