OnePager Pro Timeline Features
This portfolio timeline uses:
- Collection of each portfolio company's investment events into a single row on the timeline
- Color-coding of each investment event to show whether the VC fund was a lead investor, a follower, or did not participate
- Milestone symbols to indicate whether a liquidity event came in the form of an acquisition, IPO, or bankruptcy filing/asset sale
- Custom text fields to label each investment round (Series A, B, C) and the amount of capital raised
This venture capital timeline was created using OnePager Express, portfolio management and presentation software from Chronicle Graphics that can build timelines from any Excel spreadsheet, no matter what the format.
To learn more about OnePager, and see how it can help you create performance timelines of your investment portfolio, get started today by downloading a free trial or attending one of our demonstration webinars.15-Day
This venture capital portfolio timeline was created using the following files, which can be used to create something similar for your own team. You can download examples that work either with Microsoft Project or Excel:For Microsoft Project users:
- Venture Capital Portfolio Timeline.mpp (Microsoft Project Schedule)
- Venture Capital Portfolio Timeline (Project).tat (OnePager Template for Microsoft Project)
- Venture Capital Portfolio Timeline.xlsx (Excel Schedule)
- Venture Capital Portfolio Timeline (Excel).tat (OnePager Template for Excel)
To build an venture portfolio timeline like the example above, follow these instructions:
Download one set of the sample files above--either for Microsoft Project or for Excel. Each set contains a project plan containing all of the key investment activities for each company in the portfolio, plus a OnePager template that will help define the layout of the timeline itself. Save both files to your desktop.
Open the Microsoft Project or Excel file.
Once the project plan is open, go to Add-Ins and click the OnePager button.
On the OnePager start screen, click NEW to build a new timeline.
- We need to change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains all of the data-driven formatting (styles, layout, etc.) that make the timeline look the way that it does.
- Once the custom OnePager template is selected, click on Create New Project View to build your timeline. It should look similar to example at the top of this article.