Companies do not need to create an account with Visible in order to complete a Request from you -- but they can if they want to.
We've designed Visible to be the most founder-friendly investor reporting tool on the market. This means providing companies with options for how they want to share data with investors. We've outlined three different ways companies can share structured data with investors who are using Visible to collect their portfolio data:
1) Companies can respond to investor Requests without creating an account
When you send out a Request it will land in your companies' email inboxes.
From there, companies select Get Started to begin their reporting.
This is a link-based form that does not save automatically and is intended to be completed in one sitting for privacy and security reasons.
2) Companies can respond to investor Requests through a free Visible for Companies account
Companies can get access to the Starter Plan of Visible for Companies by being invited to join Visible by an investor with a paid investor account. Read How to Invite my Companies to Visible for more information.
Here are some benefits for companies who choose to create an account and are associated with an investor also using Visible:
Companies can share data with investors by syncing metrics
Companies can save progress as they go and collaborate with team members to complete Requests
- Companies can send Updates
- Companies can use contact lists
Note: If one of your companies already has an account with Visible but wants access to the free version available to them, Visible can manually make this change for you. Please contact Visible's Investor Success Manager to request this change.
3) Companies can respond to investor Requests through a paid Visible for Companies account
Once you're connected to a company, the company can choose to upgrade from the free Starter plan to the Lite, Pro, or Scale version of Visible for Companies. Nothing will change in your investor account if the company decides to upgrade.
Reach out to your Investor Success Manager at Visible for more details.
Please let us know if you have any additional questions!