To start with getting your fundraise organized. First, open Visible. Then, start creating your investor contacts individually or upload all of your investor contacts at one time via csv. Once all of your contacts are uploaded you will be able to get started with our fundraising feature.
To create your first fundraising pipeline. First, click Fundraising along the left side of the screen. Next, click + New Pipeline in the top right. You will then name your pipeline and set your target $$ amount you are looking to fundraise. You will then have the default view of a fundraising pipeline.
From here, you can customize your columns and edit your stages to fit your preferences.
From here you will want to add investors to your pipeline. The other way to add investors to your pipeline is through Visible connect. Clicking Add to pipeline into any investor on connect will allow you to add them directly into your pipeline. Once you have your investors uploaded into your funnel, you can update their stages, update the investors fields, connect your contacts, take notes, check in on investor activity, and progressing to the point where investors trust you with their capital!
From here, you should stay consistent with moving investors through the qualifying stages and making sure they are correctly labeled.
Find the links to the resources above organized below:
Find screenshots of setting up a fundraise below
Step One: Open Visible and select Contacts
Click on Contacts in bottom left of your screen.
Step Two: Click + New Contact
Select +New Contact in the top right of your screen.
Step Three: Add the contact's email and click Create
Type in the contact's email address and then click Create.
Step Four: Add additional context
Edit the text boxes to add a First name, Last name, Title and optionally add the contact to a contact list.
Step Five: Click the Fundraising tab and then choose + New Pipeline
Next, click Fundraising on the left side navigation menu. Then click + New Pipeline in the top right of your screen.
Step Six: Name your Fundraising pipeline and enter your targeted amount to raise & click Save
Choose a name for your fundraising pipeline and then add the amount and currency that you want to raise for this round. Then click Save.
Step Seven: Click the three dots to customize your fundraising pipeline view
Here you will see the default view of your Fundraising pipeline. Click the three dots in the top right to customize your Fundraising pipeline view.
Step Eight: Choose Edit columns
Click Edit columns. This will let you customize the columns to be shown in the fundraising pipeline view.
Step Eight: Choose the fundraising columns to display. Then click and drag the vertical dots to arrange the column order. Next click Save.
Click the boxes to choose which columns you want to show in your fundraising view. Then select the vertical dots to arrange the column order. Then click Save.
Step Nine: Click three dots and choose Manage stages
Click the three dots in the top right of your screen. Then choose Manage steps.
Step Ten: Customize your Fundraising stages and add colors to differentiate them
From this view, you can add, edit, delete or move any stages you'd like. You can also click the pencil icon to change the color of a stage to further differentiate it.
Step Eleven: Click + New investor
To add investors to your Fundraising Pipeline, select +New Investor.
Step Twelve: Add investor details
Enter the Investor or Fund's name and add any additional information. Everything you add in this tab will autosave.
Note: Connecting a contact will populate activity under Contact activity in the contact's view.
Step Thirteen: Qualify your Investor contacts
Move your investors throughout the Fundraising stages to stay organized.
Fundraising and creating a fundraising pipeline can be an intensive process but it is worth the time and energy to input this information to stay on track and keep organized to fund your business.
Please reach out to our team if you have any questions!