# Investing Basics | Raziel Learn (page 1 of 5) > Fundamentals of alternative investing: building a diversified portfolio, managing risk, family offices and long-term wealth planning. Canonical: https://raziel.co/learn/category/investing-basics ## Topics - [Startups & SAFEs](https://raziel.co/learn/category/startups-safes): SAFEs, convertible notes, priced rounds, cap tables and the investor rights that come with them. - [SPVs & Funds](https://raziel.co/learn/category/spvs-funds): Commitments, capital calls, distributions, fees, carry and fund performance for LPs and syndicate investors. - [Exits & Liquidity](https://raziel.co/learn/category/exits-liquidity): M&A terms, escrows and earnouts, secondaries, tenders, lockups and Rule 144 after the exit. - [Tax & Compliance](https://raziel.co/learn/category/tax-compliance): K-1s, QSBS, 83(b) elections, opportunity zones, trusts and the rules around private investing. - [Comparisons](https://raziel.co/learn/category/comparisons): Side-by-side looks at portfolio trackers, investor platforms and the tools angels and LPs use. - [Markets & Trends](https://raziel.co/learn/category/markets-trends): AltList weekly private markets recaps, sector themes and where alternative assets are heading. - [Investing Basics](https://raziel.co/learn/category/investing-basics) (this page): Portfolio building, diversification, risk and the fundamentals of managing alternative assets. ## Articles - [Private Real Estate Spreadsheet Template for Syndications and Direct Deals](https://raziel.co/learn/private-real-estate-spreadsheet-template) (2026-08-22, Investing Basics, 4 min read): Private real estate spreadsheet template: Wall Street Prep's cap rate is unlevered NOI ÷ value. Copy equity, pref, capex calls, last CoC on one row. - [How to Track Alternative Investments Across LLCs and Trusts](https://raziel.co/learn/multi-entity-investment-tracking) (2026-08-22, Investing Basics, 4 min read): How to track investments across entities: IRS treats a single-member LLC as disregarded for income tax. Log cash owner vs tax owner so NAV is counted once. - [Real Estate Investment Tracker: Private Deals Next to Funds and Startups](https://raziel.co/learn/real-estate-investment-tracker) (2026-08-21, Investing Basics, 4 min read): Real estate investment tracker: Wall Street Prep's cap rate is unlevered NOI ÷ value. Why a rental and an LP commitment need the same cash dates. - [Alternative Investment Management for Family Offices](https://raziel.co/learn/family-office-alternative-investment-management) (2026-03-25, Investing Basics, 3 min read): How family offices track alternatives. Raziel shows startups and public markets in one live dashboard with MOIC and IRR. Real estate and crypto are coming soon. - [Alternative Investments for Beginners: The Complete 2026 Guide](https://raziel.co/learn/alternative-investments-for-beginners) (2026-03-25, Investing Basics, 6 min read): Learn about alternative investments: types, risks, benefits, and how to get started. Covers real estate, crypto, private equity, and more. - [How to Track Alternative Investments: What to Log After the Wire](https://raziel.co/learn/how-to-track-alternative-investments) (2026-03-25, Investing Basics, 9 min read): Learn how to track alternative investments with our step-by-step guide. Compare spreadsheets vs platforms for managing startups, real estate & more. - [The Role of Concierge Services in High-Net-Worth Wealth Management](https://raziel.co/learn/concierge-services-hnw-wealth-management) (2025-04-22, Investing Basics, 2 min read): Discover how concierge services enhance high-net-worth client experiences through privacy, personalization, and seamless lifestyle management. - [Investing in Private Art Collections as a Long-Term Asset](https://raziel.co/learn/investing-in-private-art-collections) (2025-04-21, Investing Basics, 2 min read): Explore how fine art offers long-term capital appreciation, diversification, and legacy value for high-net-worth investors. - [The Role of Philanthropic Foundations in Strategic Giving](https://raziel.co/learn/philanthropic-foundations-strategic-giving) (2025-04-21, Investing Basics, 2 min read): Explore how philanthropic foundations support long-term giving strategies, governance, and legacy planning for high-net-worth families. - [The Strategic Use of Life Settlements in Wealth Planning](https://raziel.co/learn/life-settlements-wealth-planning) (2025-04-16, Investing Basics, 2 min read): Learn how life settlements unlock liquidity from insurance policies and offer strategic value in estate, tax, and legacy planning. - [Establishing and Managing a Single-Family Office: Key Considerations](https://raziel.co/learn/single-family-office-management-guide) (2025-04-16, Investing Basics, 2 min read): Explore what it takes to establish and run a single-family office, from governance and costs to investment strategy and legacy planning. - [The Role of Farmland as a Diversifying Asset in HNW Portfolios](https://raziel.co/learn/farmland-investing-hnw-portfolios) (2025-04-15, Investing Basics, 2 min read): Explore how farmland provides inflation protection, steady returns, and portfolio diversification for high-net-worth investors. - [How to Build a Portfolio of Thematic Investments](https://raziel.co/learn/building-thematic-investment-portfolio) (2025-04-07, Investing Basics, 2 min read): Thematic portfolios align with global trends. Learn how to invest in innovation, climate, and social impact through curated investment themes. - [Understanding the Role of Digital Twins in Asset Management](https://raziel.co/learn/digital-twins-asset-management) (2025-04-07, Investing Basics, 2 min read): Digital twins optimize asset performance. Learn how virtual models improve maintenance, forecasting, and returns in infrastructure and real estate. - [How to Build a Portfolio of Value-Driven Investments](https://raziel.co/learn/value-driven-investment-portfolio) (2025-04-04, Investing Basics, 2 min read): Value investing focuses on fundamentals. Learn how investors identify undervalued assets and construct disciplined long-term portfolios. - [Understanding the Role of Predictive Analytics in Investment Strategies](https://raziel.co/learn/predictive-analytics-investment-strategy) (2025-04-04, Investing Basics, 2 min read): Predictive analytics enhances investing. Learn how AI, modeling, and big data help forecast performance and optimize allocation. - [How to Build a Portfolio of Income-Generating Assets](https://raziel.co/learn/how-to-build-a-portfolio-of-income-generating-assets) (2025-04-04, Investing Basics, 3 min read): Income-generating assets offer steady cash flow. Learn how investors build portfolios using real estate, dividends, and private credit. - [Understanding the Role of Alternative Lending in Portfolio Diversification](https://raziel.co/learn/alternative-lending-portfolio-diversification) (2025-04-03, Investing Basics, 2 min read): Private credit adds stability and yield. Learn how investors use direct lending, peer loans, and debt funds to diversify portfolios. - [How to Build a Portfolio of Growth-Oriented Investments](https://raziel.co/learn/growth-oriented-investment-portfolio) (2025-04-03, Investing Basics, 2 min read): Growth investing targets long-term capital gains. Learn how to select high-growth assets and manage risk in a performance-focused portfolio. - [How to Build a Portfolio of Defensive Investments](https://raziel.co/learn/defensive-investment-portfolio-strategy) (2025-04-02, Investing Basics, 2 min read): Defensive assets preserve wealth in downturns. Learn how investors structure portfolios for stability using dividend stocks, bonds, and alternatives. - [Understanding the Role of Alternative Data in Investment Decisions](https://raziel.co/learn/alternative-data-investment-decisions) (2025-04-01, Investing Basics, 2 min read): Alternative data unlocks new investment insights. Learn how satellite imagery, web traffic, and sentiment analysis shape modern portfolio strategy. - [Understanding the Role of Data Science in Investment Analysis](https://raziel.co/learn/data-science-investment-analysis) (2025-03-31, Investing Basics, 2 min read): Data science is transforming investing. Learn how algorithms, modeling, and machine learning power smarter decisions and deeper market insights. - [Understanding the Role of Digital Identity in Finance](https://raziel.co/learn/digital-identity-financial-systems) (2025-03-26, Investing Basics, 2 min read): Digital ID is transforming finance. Learn how secure authentication and identity management drive fintech innovation and regulatory compliance. - [How to Build a Portfolio for Long-Term Wealth Preservation](https://raziel.co/learn/long-term-wealth-preservation-portfolio) (2025-03-26, Investing Basics, 2 min read): Preserving wealth requires discipline and planning. Learn how investors use diversification, real assets, and structure to protect capital. ## Pages [1](https://raziel.co/learn/category/investing-basics) · [2](https://raziel.co/learn/category/investing-basics/page/2) · [3](https://raziel.co/learn/category/investing-basics/page/3) · [4](https://raziel.co/learn/category/investing-basics/page/4) · [5](https://raziel.co/learn/category/investing-basics/page/5)