Investor AI usage on Visible grew nearly 6x from Q1 to Q3 this year. Q3 alone saw more usage than every previous quarter combined.
In our AI Sentiment Report, every firm surveyed was using AI, but only 14% said it had drastically improved their efficiency. The difference is data. AI can tell you how to run a portfolio review, but it can't tell you which of your companies needs attention unless it can see your data.
Firms connecting their portfolio data to assistants like Claude and ChatGPT are pulling ahead, and their top jobs are clear: tracking portfolio performance (34%), getting up to speed on a company (28%), and digesting founder updates (22%).
If you haven't started, start where your peers did: ask an AI assistant to compare each portfolio company's latest numbers to last quarter and flag anything that moved more than 20%. If you already use AI, check your mix against the breakdown above. If you're only using it for one job, you're likely leaving time on the table.
Share Your Thoughts
Quick poll: Q3 marks are underway. Tell us where your process slows down, and we'll share how your peers answered. Results are only shared in aggregate.
Events
Product Updates
Claude and ChatGPT can now manage your investment records
The Visible MCP Server now covers investments, rounds, securities, transactions, and fair market values. Ask your LLM about entry prices, ownership history, or past marks, and have it record new rounds, log exits, or update valuations for you. Just in time for Q3 marks.
Give it a try with a prompt like, "For each position in [Fund], show our entry price, last valuation, and last valuation date. Flag any company that raised a round this quarter."
Also new:
- Portfolio digests: Get a scheduled, AI-written recap of portfolio activity in Slack or email, daily to quarterly. Every number comes straight from your data, never from AI. Set up a digest.
- Source links for AI-extracted data: Every value AI pulls from a document now links to the exact spot it came from, highlighted on the page.
- Fund Investments tab: See every position in a fund, or across all funds, on one screen with cost, FMV, multiple, and FX rate.
