Managed Data Services
Verified Portfolio Data, Without the Effort
The last mile of portfolio data collection still needs a human in the loop. Our Managed Data Service puts our team on it, so yours never has to be.
Someone Has to Be the Last Line of Defense
AI can parse a PDF, structure a metric, and flag a submission that never arrived. What it shouldn't do is decide whether a number that looks slightly off is a typo, a currency mismatch, or an actual problem. That judgment call still lands on a person, and on a lean team, that person is usually whoever's free, not necessarily whoever's qualified to catch it.
So the choice becomes uncomfortable: spend real hours playing data-entry checker on work you weren't hired to do, or publish the number and hope it's accurate. Neither one is actually acceptable, and most funds are quietly doing one of the two due to resource constraints.
Verifying Data Was Never the Job You Signed Up For
There's a specific frustration in being good at judgment and pattern recognition, and having your time eaten by cross-checking a spreadsheet instead. Every hour spent verifying a number is an hour not spent on the parts of the job only you can do. We've watched enough funds hand this work to a generic data-entry vendor and get back numbers that were technically entered, but never actually understood. With Visible, every submission is verified by an in-house team with venture expertise, not a separate data-entry firm that's never looked at a cap table.
Visible has been transformative for Expa, significantly reducing the time we spend on portfolio outreach. Requests make it simple to tailor and adjust our outreach and have boosted response rates from our companies.
Visible has streamlined our data collection, providing a centralized source for all portfolio information. Exporting directly to Google Sheets enables in-depth analysis and lets me respond quickly to ad hoc requests.
Antler uses Visible with 750+ portfolio companies across 20 countries. The platform makes it manageable to stay on top of a large portfolio - and benefits portfolio companies, as we can provide benchmarking on portfolio metrics.
How it Works
AI does the upfront work, but the last mile still needs a human in the loop. With Managed Data Service, that human is ours instead of yours.
Collect
Data arrives through scheduled requests or the AI Inbox.
- Scheduled portfolio requests
- AI Inbox submissions
- Any format accepted
Extract
AI parses any format into structured metrics.
- PDFs, spreadsheets, emails
- Bound box highlighting
- Source linked to output
Verify
Specialists cross-check every metric against the source.
- Line-by-line source check
- Currency and unit validation
- Anomaly judgment
Resolve
Discrepancies are flagged or resolved directly with the company.
- Direct founder outreach
- Set follow-up cadence
- Corrections logged
Publish
Verified data is added to the company profile.
- Within agreed SLA window
- Full audit trail attached
- Verification status visible
What We Commit To
Defined Turnaround
Verified data published within an agreed window of a complete submission, set in your service agreement.
Persistent Follow-Up
Missing or incomplete submissions are chased on a set cadence until the data is complete.
Source-Level Verification
Every KPI metric is checked against the source document, with verification status visible in-platform.
Full Audit Trail
Submission dates, follow-ups, corrections, and notes are logged and reviewable at any time.
A Defined Escalation Path
When something looks wrong, you know exactly who to contact and how long it will take to resolve.
In-House Venture Expertise
Our venture-experienced specialists handle every data interaction, not a separate data-entry firm.
Let Our Team Handle the Last Mile
Verified by venture-experienced specialists, on a defined turnaround you can count on.
AI-First · White-Glove Service · SOC 2 Type II
