How Cartography Capital Scaled Portfolio Management & LP Reporting with Visible
Cartography Capital is an early-stage venture firm focused on breakthrough technologies and the infrastructure that powers them. With a growing portfolio and an expanding strategy, Cartography needed a portfolio management solution that could scale with their ambitions and growth plans.
Scaling Reporting While Maintaining Founder Connection
As Cartography's portfolio expanded globally across sectors like deep tech, energy, and sustainability, so did the complexity of its operations. Early on, the team relied on manual tools and founder relationships to stay updated.
“We used basic tools like Google Sheets and relied on our relationships with founders to get updates via phone or email.”
This ad hoc process worked in the beginning, but became unsustainable as Cartography prepared to launch a second fund focused on infrastructure financing. With that expansion came a deeper need for precision and visibility.
To support this evolving strategy, Cartography needed more than better reporting—they needed a way to intentionally define the data they required, streamline founder communications, and align their internal and external stakeholders.
A Centralized System Built for Scale
After evaluating several platforms, Cartography selected Visible in early 2024.
“Given our size, budget, and what we needed, Visible was the best option.”
The onboarding experience was hands-on and effective:
“Visible’s import tool made it easy to get started—once we provided the data in the required format, the team handled the upload efficiently and got us up and running quickly.”
The platform quickly became a core part of the team’s workflow. Cartography now leverages Visible to:
- Automate performance data collection across SPVs
- Visualize fund performance using dashboards
- Manage investor materials with a centralized data room
- Assign unstructured email updates to companies using the AI inbox
“The ability to create custom metrics for each portfolio company and automate data requests has significantly streamlined our reporting process… Setting up dashboards was quick, and the visuals are clean, intuitive, and easy to interpret.”
More Efficient Reporting, Deeper Insights, and Better Connections
Since adopting Visible, Cartography estimates that its reporting workload has decreased by roughly 30%, giving the team more time to focus on analysis, founder support, and LP engagement.
Beyond time savings, the platform has pushed the team to become more intentional—defining the metrics and data they need from founders in a way that aligns both with internal priorities and LP expectations. It has also introduced greater structure to how the team tracks investment activity, valuations, and performance over time.
Onboarding new portfolio companies is now faster and more consistent, and LP communications have improved through a branded, trackable data room that’s easy to manage and update.
“Visible has brought valuable structure to our periodic reporting and record keeping.” Ben Stein, General Partner
Check out how you can leverage Visible and join firms like Cartography here.
