Every investor benchmarks their portfolio. Most do it by stitching together industry reports and internal data, a process that takes hours. Pulling the right metrics, segmenting by stage or sector, cross-referencing across companies, and doing it all consistently takes time that most investors don't have outside of a formal portfolio review.
The result is that benchmarking often becomes a lagging exercise, if it happens at all. By the time the data is in hand, the decision is already made.
Visible's MCP server changes the math. Because your portfolio companies are already submitting metrics through Visible's requests and AI Inbox, that data is live and queryable at any time. The MCP server connects it to your AI tool so you can run benchmarking analysis in seconds - across your existing portfolio, or against a company you're actively evaluating.
The four prompts below cover two distinct use cases: monitoring the portfolio you've already built, and evaluating companies you're considering adding to it.
Prompt 1: Rank Portfolio Companies by ARR Growth and Flag Underperformers
The prompt
"Pull the ARR and ARR growth rates for all my portfolio companies over the last four quarters and rank them from the fastest-growing to the slowest-growing. Flag any company that has declined quarter over quarter."
What It Returns
The MCP server pulls the latest ARR data submitted by your portfolio companies and returns a ranked list from highest to lowest growth - with underperformers automatically flagged. Every company, every quarter, in a single output.
Why It Matters
This is the kind of fund-level view that usually requires pulling exports from multiple company profiles and building a spreadsheet. Here it's a single query. The data your portfolio companies are already sharing with you every reporting period is instantly actionable - and the companies that need your attention surface to the top without you having to go looking for them.
Prompt 2: Identify Capital Efficiency Risks Across the Portfolio
The Prompt
"Compare net cash burn, gross profit margin, and runway across all my portfolio companies for the most recent quarter. Which companies have a gross margin below 50% and less than 12 months of runway?"
What It Returns
Because net cash burn, gross margin, and runway are already tracked inside Visible, the MCP server can cross-reference all three in a single query. The output is a prioritized list of companies that fall below both thresholds - the ones that need your attention before the next portfolio review.
Why It Matters
Gross margin below 50% and less than 12 months of runway is a specific combination worth monitoring. Either metric alone might be fine in context. Together, they signal a company that may not have enough runway to survive a slower fundraising environment. Running this query before a portfolio review means you walk in knowing exactly where to focus - not discovering it in the room.
Prompt 3: Compare a Prospective Investment Against Your Own Portfolio at a Similar Stage
The Prompt
"I'm reviewing a data room for a Series A SaaS company. They're reporting $2.1M in ARR, growing 18% quarter over quarter, with a CAC of $8,400 and 14 months of runway. Pull the ARR, CAC, and runway for all my portfolio companies from the past two to three years and identify which ones had a similar or stronger profile at this stage."
What It Returns
Because Visible stores historical metric data from every reporting period, the MCP server can query your portfolio companies' metrics from any point in time - not just where they stand today. The output shows you which of your existing investments matched or exceeded this profile at a comparable stage, and what bar they cleared to earn your conviction.
Why It Matters
Industry benchmarks are useful, but they're not the same as your own track record. This query lets you compare a prospective investment against the actual deals you've said yes to - the companies you understood well enough to back. That's a much more grounded frame of reference than a third-party report, and it's one only you have access to.
Prompt 4: Stack a New Deal Directly Against Adjacent Portfolio Companies
The Prompt
"I'm evaluating a {Stage} {Industry} with {Value} in {KPI 1}, {Value} in {KPI 2}, {Value} in {KPI 3}, and {Value} in {KPI 4}. Compare these metrics to {Company 1} and {Company 2} from my portfolio over the last {Time Period}. Where does this company outperform, and where does it lag?"
What It Returns
This query pulls trailing twelve-month data for the named portfolio companies and calculates how the prospective investment compares across each metric. The output shows exactly where the new deal outperforms your existing investments and where it falls short.
Why It Matters
When you have adjacent investments in a sector, those companies are your best available benchmark - they were vetted by your team, they operate in the same space, and you understand their trajectories. This query lets you walk into a partner meeting with a precise, side-by-side comparison rather than a gut feeling. It turns institutional knowledge into a structured argument for or against the deal.
The Full Picture in Seconds
Here's what these four prompts give you:
- A ranked view of ARR growth across the entire portfolio, with underperformers flagged
- A capital efficiency screen that surfaces companies with margin and runway risk
- A historical comparison of any prospective deal against your own portfolio at a similar stage
- A direct side-by-side analysis of a new opportunity against adjacent investments
Your portfolio companies are already generating this data and sharing it with you through Visible. The MCP server just makes sure it's working for you - whether you're supporting a company you've already backed or deciding on the next one you will.
Start Benchmarking in Real Time
The benchmarks you need are already in Visible. The MCP server makes them instantly accessible. Learn more about how you can leverage Visible to take your portfolio monitoring and decision-making to the next level: Connect your AI tool to Visible's MCP server
