Portfolio Metric Formulas

Investors can now create calculations directly in app and across the portfolio with the formula builder. 

This helps reduce the portfolio company reporting burden and will also give you the chance to create deeper insights. 

Metric insights are supported in the formula builder as well. The above example is taking cash burn and applying the 3 month average insight. This helps remove any lumpiness that might exist in month to month cashflow to give a better barometer for months of runway. 

Tear Sheets

Investors now have the ability to create Tear Sheets for their portfolio. Think of these as one-pagers that can be fully automated across the portfolio. Great for regular portfolio review meetings as well as LP reporting.  

Read more in the official announcement here

You'll be able to build as many tear sheet templates as you'd like. All pages are exportable to PDF and designed to fit on an A4 page. 

Each template will generate tear sheets for respective portfolio companies and you'll be able to make any specific customizations on a per portfolio company basis. 

Audit & Change Log

We now expose an audit log of how data values of metrics change. When you click the change log icon we will expose: 

  • The name of the user who changed the date or if the data came via a request and link directly to the request of the company
  • The previous value
  • The data the value was change as well as time


Dependent Metrics

Dependent Metrics allow for an investor to nest forecasts, budgets and re-forecasts for any of their portfolio metrics. 

Dependent metrics will help create reports, variance metrics and more even faster. 

Metric Alerts

Metrics Alerts were just launched into the investor platform. Metric alerts will allow a user to customize alerts and receive email notifications as portfolio metric data changes. 

You'll be able to set alerts based on three criteria: 

  • Percentage. e.g. a metric changing by a certain % each period
  • Fixed Number. e.g. Runway is less than 4 months or ARR is > $1M 
  • Another metric. e.g. Burn is greater than forecast

We'll batch notifications every 10 minutes as well as let you customize which users should receive the notifications via email. A full log of historical alerts is available in the application as well. 

Request Previewing

Investors are now able to preview any request. This includes both the link of the request as well as the email that the company will receive. 

This is especially useful if you are customizing KPIs on a per portfolio company basis. 


Portfolio Company Excel Data Exports

Export portfolio company metrics with the click of a button. From the profile page go to: 

Metrics -> Export Metrics. We'll generate a download link that that is valid for 30 mins. 

Note: Depending on the amount of data it may take a coupe seconds to generate the file. 

Once downloaded, the Excel file will contain one tab per time frequency of metrics assigned to the portfolio company. 


Aggregated Portfolio Metric Totals

We just launched aggregated value portfolio company metrics. With the flip of a switch we'll automatically calculate values over time for any of your company metrics & KPIs. 

Here is a quick video providing an overview: 

To create a sum of any metric just navigate to the settings page and toggle on "Sum portfolio total"

We'll auto-create a table so you can see the respective values for the past six periods for all companies as well as the total value. This will allow you to quickly spot where any irregularities in the data could exist and/or which companies may be missing values. 

e.g. in the example below Visible's headcount for Jan 2020 may need to be adjusted. 

Aggregated metrics can be used in any of your charts and dashboards. We also created a new section titled "Portfolio Metrics" in your metric settings. 



New Request Types - Dates & Booleans

Requests can now include dates and yes/no questions. These are great for gathering more structured data from your portfolio companies.  

We also gave the Request editor a facelift and improved some UX/UI to make it easier to build requests. 

  • Dates: Great for Cash Out Date, Expected Next Raise, Last Time Raised
  • Yes/No: Great for structured questions. e.g. "Do you have D&O Insurance?", "Do you have an underrepresented member on your board?"


Custom Properties

Custom properties are now live in the UI. In your portfolio click the secondary dropdown and create custom properties for your portfolio. Properties can include: 

  • Numbers
  • Percentages
  • Currencies (Full currency support)
  • Dates
  • Short/Long Text
  • Dropdowns
  • URLs

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