Investor Analytics Explorer

Overview:

This tab provides a high-level view of investor portfolios and their G2 client coverage. For each investor, it shows:

• INVESTOR NAME: Name of the investment firm or individual investor
• INVESTOR TYPES: Type(s) of investor (Venture Capital, Angel, Corporate VC, Hedge Fund, etc.)
• ALL TIME PORTFOLIO COMPANIES: All-time number of portfolio companies (vendors) the investor has backed throughout history
• ALL TIME PORTFOLIO COMPANY PRODUCTS: (Product view only) All-time number of products across all portfolio companies
• ACTIVE PORTFOLIO COMPANIES: Number of portfolio companies still in active portfolio (excludes companies acquired by others or IPO'd after investment)
• ACTIVE PORTFOLIO COMPANY PRODUCTS: (Product view only) Number of products within active portfolio companies
• ACTIVE PORTCO CURRENT G2 CLIENTS: Number of current G2 clients within active portfolio companies
• ALL TIME PORTCO CURRENT G2 CLIENTS: Number of current G2 clients across all-time portfolio (including exited companies)
• ACTIVE PORTCO CLIENT PCT: Percentage of active portfolio that are current G2 clients
• ALL TIME PORTCO CLIENT PCT: Percentage of all-time portfolio that are current G2 clients

Exit Logic:

Active portfolio excludes companies that have truly exited:

• Companies acquired by a different investor (not the same one)
• Companies that IPO'd after the investment was made

Active portfolio includes: Companies acquired by the same investor, and companies that were already public before investment.

Investment Metrics (optional):

• ESTIMATED_TOTAL_INVESTED_USD: Estimated total amount invested (funding round size ÷ investor count per round)
• AVG_INVESTMENT_SIZE_USD: Average investment size per portfolio company
• TOTAL_PORTFOLIO_FUNDING_USD: Total funding raised by all portfolio companies

Opportunity Metrics (optional):

• TOTAL_OPPORTUNITIES: Total G2 opportunities across portfolio
• OPEN_OPPORTUNITIES: Currently open G2 opportunities
• TOTAL_OPPORTUNITY_ACV: Total Annual Contract Value of all opportunities
• OPEN_OPPORTUNITY_ACV: ACV of currently open opportunities
• AVG_WIN_RATE_PCT: Average win rate percentage across portfolio

Use the filters to narrow by investor type, and toggle between vendor-level and product-level views. Product view groups by portfolio company and shows product counts.

Product & Vendor Information:

• PRODUCT_ID / VENDOR_ID / ACCOUNT_ID: Internal G2 identifiers
• PRODUCT_NAME: Name of the software product(s). When in 'By Vendor' view, multiple products are collapsed with ' | ' separator
• VENDOR_NAME: Name of the vendor company
• MAIN_CATEGORY_NAME: Primary software category (e.g., CRM, Marketing Automation)
• REPORT_CATEGORIES: Categories where product appears in G2 Grid Reports
• PRODUCT_DOMAIN: Company website domain
• FOUNDED_ON_YEAR: Year the company was founded
• NUMBER_OF_EMPLOYEES: Employee count from LinkedIn data
• ACQUIRER_NAME: If acquired, the acquiring company name
• IPO_DATE: Date of Initial Public Offering (if applicable)

G2 Client Account Information:

• IS_G2_CLIENT: In 'By Vendor' view: shows 'X/Y products' (X products are clients out of Y total). In 'By Product' view: TRUE/FALSE
• SUBSCRIPTION_STATUS: G2 subscription status (active, inactive, etc.)
• SUBSCRIPTION_START_DATE: Date vendor became a G2 client
• ACCOUNT_REGION: Geographic region for the account
• TOTAL_VENDOR_ACV: Total Annual Contract Value across all vendor products
• ACTIVE_ACV: Active Annual Contract Value
• PACKAGE: G2 subscription package tier
• TIER: Account tier classification
• ACCOUNT_SEGMENT: Account segment (Enterprise, SMB, etc.)
• ACCOUNT_OWNER: G2 account owner
• CUSTOMER_SUCCESS_MANAGER: Assigned CSM

Crunchbase Funding Data:

• TOTAL_FUNDING_USD: Total funding raised (USD)
• NUM_FUNDING_ROUNDS: Number of funding rounds
• LAST_FUNDING_DATE: Date of most recent funding
• LATEST_ROUND_TYPE: Type of latest funding round (Series A, B, etc.)
• LATEST_ROUND_AMOUNT_USD: Amount raised in latest round
• LATEST_ROUND_VALUATION_USD: Company valuation after latest round
• LATEST_ROUND_DATE: Date of latest funding round
• LATEST_ROUND_INVESTOR_COUNT: Number of investors in latest round
• CB_CITY / CB_COUNTRY_CODE / CB_STATE_CODE: Company location from Crunchbase

G2 Review Data:

• SURVEY_RESPONSES_COUNT: Total number of G2 reviews
• AVG_NPS: Average Net Promoter Score
• AVG_EASE_OF_ADMIN: Average rating for ease of administration
• AVG_EASE_OF_DOING_BUSINESS_WITH: Average rating for ease of doing business
• AVG_EASE_OF_SETUP: Average rating for ease of setup
• AVG_EASE_OF_USE: Average rating for ease of use
• AVG_MEETS_REQUIREMENTS: Average rating for meeting requirements
• AVG_QUALITY_OF_SUPPORT: Average rating for support quality
• AVG_RIGHT_DIRECTION_WEIGHT: Average score for product direction (0-1 scale)

G2 Grid Report Scores:

• REPORT_QUARTER: Quarter for Grid Report data (e.g., winter-2025)
• SATISFACTION: Customer satisfaction score (0-100)
• MARKET_PRESENCE: Market presence score (0-100)
• G2_SCORE: Overall G2 Score (0-100)
• G2_RANK: Ranking within category (lower is better)
• *_PREVQ: Same metrics from previous quarter
• *_QOQ_CHANGE: Quarter-over-quarter change in metric

Enhanced Visualizations (Enabled by Default):

• Portfolio Valuation: Individual company valuation history showing funding rounds
• Tracks company valuations over time by vendor or product
• Select between valuation, round amount, or total capital raised
• Visualizes funding trajectory for portfolio companies
• G2 Service Impact Analysis: Time series visualization of G2 metrics, Grid data, and Buyer Intent
• Automatic quarterly aggregation when data is predominantly quarterly
• Gold markers highlight periods when product was a G2 client
• Side legend for better readability
• Product dropdown filtered to show only products with subscription history
• Buyer Intent Count: Tracks product comparison activity (left/right product views)
• Investment vs Opportunity Analysis: Scatter plot comparing investment metrics against G2 opportunity metrics
• X-axis: Select investment metric (Company Valuation, Latest Round Amount, Total Funding)
• Y-axis: Select G2 subscription metric (Total Vendor ACV, Active ACV)
• Shows correlation between investor funding and G2 client value
• Helps identify high-value prospects based on funding levels

Columns:

• VENDOR_ID / VENDOR_NAME: Vendor identification
• NUMBER_OF_EMPLOYEES: Employee count from LinkedIn
• HQ_LOCATION / HEADQUARTERS_COUNTRY: Vendor headquarters location
• COMPANY_WEBSITE: Vendor website URL
• SUBSCRIPTION_STATUS / IS_G2_CLIENT: G2 client status
• TOTAL_VENDOR_ACV / ACTIVE_ACV: Annual Contract Values
• ACCOUNT_SEGMENT: Account segment classification
• TOTAL_FUNDING_USD: Total funding raised
• NUM_FUNDING_ROUNDS: Number of funding rounds
• CB_CITY / CB_COUNTRY_CODE: Crunchbase location data
• FOUNDED_ON_YEAR: Year founded
• INVESTOR_UUID / INVESTOR_NAME: Investor identification
• INVESTOR_TYPES: Types of investor (VC, Angel, etc.)
• TOUCHES: Number of investment interactions/rounds