Complete an investor request by syncing your metrics

To help founders streamline completing investor data requests using Visible.

Note: This only applies if you are receiving requests from investors using Visible. You'll need to make sure you have a Visible account. Here is how to create one from a request.

First, open your Visible web app. Then, navigate to Received Requests in the bottom left-hand corner. Then navigate to the respective Request you wish to complete and click Start request


Once you are in the Request you'll see a link icon next to any metrics being requested. Click on the auto link button


Once you click the link, you'll be able to auto-fill any of the metrics from your metric library including user-added data as well as data from integrations if you are on a paid plan with Visible. Search and choose which metric to link as shown below.


After a metric is linked, we will pre-populate the data in any future requests. Other helpful notes:

  • You'll only need to link the metric once.

  • You can remove a linked metric at anytime

  • If the data requested is Quarterly (e.g. Revenue) but you track Revenue monthly, we will automatically roll the data up for you. You don't need to do a thing!

  • If you are receiving requests from multiple investors you can link your metrics to multiple requests.

Please let us know if you have additional questions!