Requests are a simple interface for firms to collect KPI's from their portfolio companies and Visible makes it easy for companies to securely share this data with investors.
This article describes how companies can use Visible to complete outstanding requests from multiple investors.
Step One: Leverage your free Starter plan.
Since your investors are partnered with Visible, you can create a free Visible account! This allows you to view historical requests, invite a coworker to collaborate on requests, send investor updates and more.
Check out this article to see what all is offered in a free Starter account. Or, if you are interested in upgrading for data rooms or other advanced features, check out the benefits of our premium plans.
Step Two: Align with your investors.
Make sure that you and your teammate who are using Visible are the same people that your investors have designated as reporting contacts for your company.
Step Three: On an ongoing basis, add your KPI's into your Visible account.
Create metrics for each of the metrics that are requested from your investors. Then, fill in this information for the KPI's on an ongoing basis.
Step Four: Click the Link button next to the metric to pull the metric data from your account directly into the request.
Clicking the Link button will pull the data from the metrics section in your account directly into the request. You will see a checkmark next to the metric when the metric is linked to the request. Linking the metrics will make it quick and easy to complete requests from multiple investors.
Optional Step Five: Use AI to generate an email Update based on your completed request and share your business performance with all of your investors.
Companies that regularly update their investors are 3x more likely to receive follow-on funding. Learn more about what information to include in an investor update here.
Feel free to reach out if you have any additional questions!