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As a venture capital investor, you know that clear, actionable portfolio insights can mean the difference between informed decisions and missed opportunities.
That’s why we created Our Guide to Portfolio Reports in Visible — a comprehensive resource to help you streamline how you visualize, analyze, and communicate insights about your portfolio companies.

In this guide, you’ll discover:
- Common metrics that top VC firms track, such as Revenue, Cash Balance, and Runway.
- Segmentation strategies that enable deeper analysis by Fund, Market, or Partner.
- How to use Visible Portfolio Reports to consolidate portfolio data into one view.
- Examples of portfolio reports showcasing real-world insights from leading firms.
Join 590+ venture capital funds already using Visible to uncover insights, fill reporting gaps, and make data-driven decisions faster.
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Customer Stories
Building Trust and Vulnerability in Business with Max Yoder
On the fourth episode of the Thrive Through Connection Podcast, we welcome Max Yoder, the Founder of Lessonly and author of Do Better Work. Lessonly was an Indianapolis-based company that grew to over 300 employees and $30 million in annual recurring revenue before being acquired by Seismic in 2021. Max joins us to share the lessons he learned from scaling Lessonly and writing Do Better Work.
About Max
In addition to growing Lessonly to 300+ employees and leading it through a successful exit, Max became known for his thoughtful approach to leadership, insights he captured in his book, Do Better Work. He’s had a front-row seat to the highs, lows, and daily challenges that startup founders and leaders face. In this episode, Max breaks down the countless relationships that shaped both Lessonly and Do Better Work.
Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Max. You can give the full episode a listen below:
Spotify Link
Apple Link
What You Can Expect to Learn from Max
How the mission and vision for Lessonly came to life
How mentors helped shape decision-making and strategy in the early days
The advantages of having a strong network
What it means to lead with vulnerability
The importance of aligning with investors and partners
Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to your podcast. You can find links to your favorite podcast hosts below:
YouTube
Spotify
Apple

Fundraising
Finding the Right Investors with Laurel Hess

Reporting
Navigating Investor Relationships with Brett Brohl

Fundraising
Going From Operator to Funder with Leo Polovets