Product Update: Fund performance dashboard templates for VCs

Belle Raab

Fund performance dashboard templates are here

Fund performance dashboard templates empower investors to build a best practice investment overview dashboard in 2-clicks and easily share it with stakeholders or team members.

How it works

Ensure your investment data is up to date in Visible and then select which fund data you want to visualize. Visible automatically creates a dashboard based on best practices. The dashboard includes key fund data and insights that help investors understand and communicate how their fund is performing. From there, the user can customize the dashboard by adding or removing widgets, changing the layout, changing colors, adding commentary and more.

The dashboard can then be duplicated and applied to different funds.

Fund metrics supported in Visible

Visible supports over 25 fund metrics and calculated insights including:

  • Total invested
  • Average investment amount
  • Total number of investments
  • Number of exits
  • Capital remaining
  • Follow on capital deployed
  • Gross IRR
  • Net IRR
  • Multiple
  • Total capital called
  • New capital deployed
  • % of fund called
  • Realized FMV
  • RVPI
  • TVPI
  • DPI
  • Management fees
  • Capital called
  • Escrow
  • Expenses
  • Carried interest
  • Distributions
  • and more

Learn more about the key fund metrics and calculated insights supported in Visible here.

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[Webinar Registration] 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 is inspired by Christoph Janz’s Saas Funding Napkin which helps answer, “which KPI's indicate a company is in a good position to raise another round of funding in this environment?”. This version created by Preface Ventures answers the question for fund managers, “What needs to be true about a seed-stage fund to raise another fund”? Join us next Tuesday, February 27th for a discussion with Farooq Abbasi from Preface Ventures about the fund performance metrics GPs should share when their current fund is still 'early'. Learn more and register for the webinar 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 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)
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