Recorded Webinar

Using flexible dashboards to unlock portfolio insights with Visible

Learn about the recent changes Visible made to dashboards and how you can leverage them to improve your portfolio support, data analysis, internal portfolio review meetings, LP reporting, and more.

Hosted by
Mike Preuss
Mike Preuss
CEO @ Visible
Belle Raab Headshot
Belle Raab
Director of Growth @ Visible

This 30-minute session was led by Visible’s founder, Mike Preuss, and is aimed at helping investors get up to speed on recent updates to dashboards in Visble and how to leverage them to improve portfolio support, data analysis, internal portfolio review meetings, LP reporting, and more.

Topics discussed included:

  • Using dashboard templates to improve your internal portfolio review meetings
  • Building One-Pagers (recently released) in Visible to streamline your LP reporting
  • Unlocking portfolio insights with the release of Portfolio metric dashboards
  • Visualizing and sharing fund metrics in flexible dashboards

 

Interested in learning more about Visible’s portfolio monitoring and reporting solutions for investors?

Meet with Visible