Key Takeaways
-
Threshold alerting: Metric alerts notify a fund the moment a portfolio company crosses a defined threshold on a metric like revenue or runway, rather than at the next scheduled portfolio review.
-
Portfolio-wide setup: A fund defines an alert once against a portfolio metric and applies the rule across every holding, instead of configuring the same threshold separately for each company.
-
Alert history: A log of every triggered alert with timestamps and links to the underlying metric lets a fund identify patterns across the portfolio rather than treating each shift as isolated.
When monitoring a portfolio, having the right insights at the right time is crucial. Whether it is a sudden dip in cash runway or a surge in MRR, knowing exactly when portfolio company key metrics shift can mean the difference between proactive support and missed opportunity.
Our recent updates to Metric Alerts make it easier to stay connected to your portfolio’s performance.
Support Companies With Smarter Alerts
We have redesigned Metric Alerts to help you monitor your entire portfolio with ease, spot red flags faster, and stay connected to each company’s performance.
A New Home for Alerts
Metric Alerts now live in a dedicated section of your sidebar under Monitoring. Here you will find:
- A New Alert button for fast setup
- A Log View showing every triggered alert with icons, timestamps, and direct links to your portfolio metrics
- Easy edit access. Click the metric name or the icon button to quickly update alerts in a side panel
Now you can manage all alerts in one place without any hassle.
Portfolio-Wide Metric Selection
You no longer need to set up alerts company by company. With the Metric Alerts, you can:
- Select any Portfolio Metric, such as Revenue or Runway, and apply the alert across all companies
- Receive notifications when a company’s metric meets a specific criteria
Creating alerts across your portfolio ensures that you will never miss any shifts across your portfolio.
Proactive Support
Metric Alerts equip you with actionable information to stay on top of material changes.
- Use the Log View to track historical alerts and identify patterns
- Drill down to the Metric page from the alert to conduct further analysis
- Edit alert criteria instantly using the side-panel form
Founders rely on you to be proactive, responsive, and informed. With Metric Alerts, you can stay connected to the numbers and the people behind them.
Put Metric Alerts to Work
The new and improved Metric Alerts are now available to all Visible customers.
Whether you are looking to monitor key metrics across your entire portfolio, catch red flags sooner, or strengthen your relationships with founders through proactive insights, Metric Alerts are designed to keep you connected and in control.
To explore how Metric Alerts can streamline your portfolio monitoring and support your investment strategy, head here.
Frequently Asked Questions
What is a metric alert in venture portfolio monitoring?
A metric alert is a rule that notifies an investor when a portfolio company's metric meets criteria the fund set in advance, such as a fall in cash runway or a jump in MRR. The notification arrives when the number moves, not at the next scheduled review.
Does a fund have to set up an alert separately for each portfolio company?
A fund selects a portfolio metric such as revenue or runway and applies one alert across every company it holds. The single rule then covers the whole portfolio and notifies the fund whenever any company's figure meets the criteria.
Which portfolio metrics are worth setting an alert on?
Revenue, runway and MRR are the metrics worth alerting on, because a move in any of them signals a change in a company's trajectory. A metric belongs on an alert when a shift in it is material enough that an investor would want to know before the next review.
What can a fund learn from a history of triggered alerts?
A log of triggered alerts shows which companies moved, when, and on which metric, so a fund can read patterns across the portfolio rather than treat each shift as isolated. Each entry links through to the underlying metric, which takes an investor from the alert into the analysis in one step.
How does alerting on metrics change how an investor supports founders?
Alerting lets an investor reach out while a change is still fresh, which is the difference between proactive support and a missed opportunity. Founders expect an investor to be proactive, responsive and informed, and staying close to the numbers is how a fund stays close to the people behind them.
