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Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective
CEO of Finstrat Management, Kristian Marquez
Duration: 48 mins
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Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective

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.

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