Recorded Webinar

Leveraging portfolio analysis to improve your fund's IRR, a CFO's perspective

Kristian Marquez, CEO of FinStrat Management, joined Visible to share best practices for analyzing portfolio companies' data and extracting actionable insights that lead to improved fund performance.

Hosted by
Kristian Marquez
CEO at FinStrat Management
Belle Raab Headshot
Belle Raab
GTM at Visible

Discussion Topics

  • The WHY behind surfacing portfolio insights
  • Where to find benchmark data and how to use it
  • Top 4 performance indicators, what they mean, and how to calculate them
  • Using dashboards in Visible to evaluate portfolio company performance
  • Tips for moving from analysis to action