Segments enable you to quickly filter and view your portfolio companies in Visible. They can be used across the platform when building a Request, creating Tear Sheets, and assigning Metrics.
Step One: Navigate to your portfolio section and click the Filter button
Click Filter in the top right of your screen.
Step Two: Select the company property that you want to create a segment for
You'll then see a drop-down for custom properties you have created for your portfolio. You are able to filter and search by any of those listed.
Step Three: Once you select the property, choose Save segment to create the Portfolio segment
Click Save Segment in the top right of your screen.
Step Four: Name the Portfolio segment and click Create
Once you name the segment, click Save.
Step Five: Your new Segment will now show in the middle navigation menu
You'll now see the option to filter by Active Companies when you navigate to the Portfolio home section. This means you've successfully created a Segment!
Note that segments are automatically created for Funds when you've added investments to a portfolio company.
Please let us know if you have additional questions!