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How to create and edit Portfolio Company Properties
How to create and edit Portfolio Company Properties

Managing custom properties in Visible

Matt Preuss avatar
Written by Matt Preuss
Updated over 2 weeks ago

Custom company properties are a great way to track qualitative information or static quantitative information. Common company properties investors track in Visible include:

  • Company description (formatted as rich text)

  • Sector (formatted as single select)

  • Investment stage (formatted as single select)

  • Company updates (formatted as rich text)

  • Asks (formatted as rich text)

Properties can be requested in a request, making it easy to streamline data collection and aggregate information across your Visible account. Continue reading below to learn more about how to create and edit a property.

Creating a property

Step One: Click Companies & then select Custom properties at the top right side of your screen.


As shown above, navigate to the Companies section on the left side panel. Next, click the Custom properties.

(Optional) Step Two: Rename Company properties

To rename a Custom property click directly into the text box and make the necessary edits. Click out of the text box and your changes will be saved. Note that you cannot edit the type of property.


Step Three: Create a New Property

To add a new Custom property, click +New property. Give the property a Name and choose a Type. Click out of the text box when you are finished to save the property. You can now edit these Custom properties from the Companies view or edit them at the individual company level in the company profile under Properties.

Note: For a multiple-select or single-select property, you can rearrange the order of the options by clicking and holding the dots next to the option. You can also change the color of options by clicking the pencil icon.


Adding or editing property data


Step One: Navigate to the Company and select Properties


To add or edit property data for a specific company, you'll navigate to the company's profile and click the properties section from the inner left side pane.


Step Two: Edit the Company Property


Properties are edited in-line and automatically save. Hover your cursor over the property you'd like to edit and click to edit the content. If you are editing a property that is formatted as rich text and would like to adjust the format, highlight the text to open the formatting pane.


Change log


Step One: Click Change log

Click the Change Log button next to the Company property

Step Two: View the Change Log

View any changes that have been made to the Company property over time

Please let us know if you have additional questions!

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