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?"


Reports

Our new report builder allows you to create and save reports for your portfolio. Reports will provide instant insights into company performance and custom views -- great for weekly meetings! 


In our initial release, reports can include: 

  • Metrics
  • Metric Insights for changes between periods -- % and actual (WoW, MoM, QoQ and YoY) 
  • Custom Properties
  • Request Metadata
  • Sorting

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

Advisor Role Permissions

Want to share specific portfolio companies with advisors, mentors or individuals that work closely with your portfolio companies but don't want them to get full access? Advisor Roles are a perfect fit for you!

Advisors can belong to many portfolio companies. They can only see information at the portfolio company level.

Advisors can not see:

  • Dashboards
  • Reports
  • Metrics
  • Settings & Contacts

Advisors can see:

  • Companies they have explicit access to and their respective portfolio profile information