Customer Stories
Reporting

[Webinar Recording] Leveraging portfolio analysis to improve your fund’s IRR

Belle Raab
Take the next steps with Visible.
Request a Demo

A recent poll of VCs shows that some of the primary reasons investors collect financial data from portfolio companies is to improve their post-investment support (66%) and inform future investment decisions (44%). To do this well, investors need to be able to analyze their portfolio company data through an advanced financial lens so they can extract actionable insights that lead to improved fund performance.

We recently sat down for a conversation on Leveraging Portfolio Analysis to Improve your Fund’s IRR with Kristian Marquez, CFA. Kristian is the CEO of FinStrat Management and a Chartered Financial Analyst (CFA) charterholder since 2004.

The webinar was designed for people working in Venture Capital who want to level up the way they understand and analyze their portfolio companies’ financial performance data.

Topics Discussed:

  • The WHY behind surfacing portfolio insights
  • Where to find benchmark data and how to use it
  • Top 4 performance indicators, what they mean, and how to calculate them
  • Using dashboards in Visible to evaluate portfolio company performance
  • Tips for moving from analysis to action
View more categories:
Fundraising
Metrics and data
Product Updates
Operations
Hiring & Talent
Reporting
Customer Stories
You may also enjoy:
Metrics and data
Breaking Down High Alpha's 2024 SaaS Benchmarks
High Alpha, in partnership with OpenView, teamed up to explore pricing models, churn, AI adoption, financial performance, and more in the 2024 SaaS Benchmarks report. The team at High Alpha is joining us to dive into the data and share insights to help founders and investors in 2025 and beyond. We'll be joined by High Alpha Partners, Mike Fitzgerald and Blake Koriath. High Alpha is an Indianapolis-based venture firm that creates and funds B2B SaaS businesses. Mike and Blake will join us on November 21st to dive into the report. Save your spot below: Even if you can't make it — register anyway! We'll send the recording to anyone who registers.
Product Updates
Shaping the Future: Unveiling Our Brand Refresh
Product Updates
Product Update: Turn Emails Into Insights With Visible AI Inbox
Customer Stories
Case Study: Airtree Venture's Transformation with Visible