Case Study: Moxxie improves portfolio monitoring efficiency with Visible

How Moxxie Ventures uses Visible to increase operational efficiency at their VC firm

Moxxie, a venture capital firm founded by Katie Stanton, was struggling to keep up with portfolio monitoring using manual, ad-hoc processes like check-in calls, emails, texts, and outdated Google Docs. This made it hard for the team to stay consistently informed across a growing number of seed-stage investments and to focus their time on the companies that needed support most. Visible’s KPI tracking and portfolio monitoring platform gave Moxxie a more structured way to manage updates.

With Visible, Moxxie automated recurring data Requests for portfolio companies, tracked key metrics in one place, built dynamic Tear Sheets, and shared quarterly Updates with LPs. The firm said onboarding took about 9 days, and bulk CSV uploads were completed within 24 hours. As a result, Visible helped Moxxie replace manual, inconsistent workflows with a streamlined, founder-friendly system for monitoring performance, identifying companies needing support, and improving reporting efficiency.

Moxxie

Alex Roetter

Managing Director