Guide: VC Portfolio Support Best Practices

Belle Raab
About this Guide
Take the next steps with Visible.
Book a demo

Venture Capital funds dedicate a lot of time and resources to optimizing their pipeline processes. However, not all VCs apply the same level of intention and effort to their post-investment processes. This is why portfolio support is not only considered an important differentiator for funds but also a critical part of the success of the fund and its portfolio companies.

Value-add portfolio support can help with everything from attracting better deal flow (don’t forget founders talk to each other!), improving brand recognition, raising capital from LPs, and most importantly, helping companies succeed.

About this Guide

This guide is created for VC investors and operators who want to level up their portfolio support. The content of this guide is derived from Visible’s 2022 Portfolio Support Survey, Visible’s July 2022 Webinar on Building Scalable Portfolio Support, and the industry experience Visible has gained through supporting hundreds of investors around the world to improve their portfolio monitoring and management processes.

Contents of the Guide:

  • What is Post-Investment Support
  • Who Owns Post-Investment Support
  • How to Best Scale Your Post Investment Support
  • Most Common Portfolio Support Requests + Resources
  • Advice for First-Time Platform Managers

Ready to take your support to the next level? Learn how Visible can help you with your portfolio management and reporting here.

You may also enjoy:
Fundraising
[Webinar Recording] VC Fund Performance Metrics to Share When it’s ‘Early’ with Preface Ventures
It’s common for venture firms to start raising their next fund in the last year of capital deployment, typically years 3-4 of a fund’s life. This poses a sort of chicken-and-egg problem because many of the common fund performance metrics that Limited Partners use to drive allocation decisions only become reliable, and therefore more meaningful, around year six (Source: Cambridge Associates). Farooq Abbasi, founder and General Partner of Preface Ventures, created a Seed Stage Enterprise VC Funding Napkin to help GPS think through alternative fund metrics that help communicate performance outside the traditional indicators that LPs use to measure success for more mature funds. The Seed Stage Enterprise VC Funding Napkin helps answer the question "What is good enough to raise a subsequent fund in the current market conditions". Farooq from Preface Ventures joined us on Tuesday, February 27th for a discussion about the fund performance metrics GPs can use to benchmark and communicate fund performance when it's still 'early'. View the recording below. Webinar Topics The issue with ‘typical’ fund performance metrics for ‘early’ funds Overview of Preface Venture’s Seed Stage Enterprise VC Funding Napkin Deep dive into alternative early performance benchmarks How to keep track of alternative fund performance metrics How to leverage alternative fund performance indicators into your fundraising narrative Inside look into how Preface Ventures keeps LPs up to date Q&A Resources From the Webinar Christoph Janz's What does it take to raise capital, in SaaS, in 2023? Preface Ventures' A GP's View on VC Fund Performance When It's Early Diversity VC About Preface Ventures Preface Ventures is a New York City-based firm started in 2020 led by Farooq Abbasi. Preface invests $500-$2M at the pre-seed and seed stage into startups who are building the Frontier Enterprise structure. Preface has 20 active positions in Fund II and 7 active positions in Fund III. (Learn more)
Product Updates
Product update: Visible AI Updates
Customer Stories
Case Study: How Moxxie Ventures uses Visible to increase operational efficiency at their VC firm
Operations
How to Start and Operate a Successful SaaS Company