Proactively Monitor Your Portfolio With Metric Alerts

Matt Preuss
Marketing Manager

When monitoring a portfolio, having the right insights at the right time is crucial. Whether it is a sudden dip in cash runway or a surge in MRR, knowing exactly when portfolio company key metrics shift can mean the difference between proactive support and missed opportunity.

Our recent updates to Metric Alerts make it easier to stay connected to your portfolio’s performance.

Support Companies With Smarter Alerts

We have redesigned Metric Alerts to help you monitor your entire portfolio with ease, spot red flags faster, and stay connected to each company’s performance.

A New Home for Alerts

Metric Alerts now live in a dedicated section of your sidebar under Monitoring. Here you will find:

  • A New Alert button for fast setup
  • A Log View showing every triggered alert with icons, timestamps, and direct links to your portfolio metrics
  • Easy edit access. Click the metric name or the icon button to quickly update alerts in a side panel

Now you can manage all alerts in one place without any hassle.

Portfolio-Wide Metric Selection

You no longer need to set up alerts company by company. With the Metric Alerts, you can:

  • Select any Portfolio Metric, such as Revenue or Runway, and apply the alert across all companies
  • Receive notifications when a company’s metric meets a specific criteria

Creating alerts across your portfolio ensures that you will never miss any shifts across your portfolio.

Proactive Support

Metric Alerts equip you with actionable information to stay on top of material changes.

  • Use the Log View to track historical alerts and identify patterns
  • Drill down to the Metric page from the alert to conduct further analysis
  • Edit alert criteria instantly using the side-panel form

Founders rely on you to be proactive, responsive, and informed. With Metric Alerts, you can stay connected to the numbers and the people behind them.

Put Metric Alerts to Work

The new and improved Metric Alerts are now available to all Visible customers.

Whether you are looking to monitor key metrics across your entire portfolio, catch red flags sooner, or strengthen your relationships with founders through proactive insights, Metric Alerts are designed to keep you connected and in control.

To explore how Metric Alerts can streamline your portfolio monitoring and support your investment strategy, head here.