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, followed by the three dots and select Company properties
As shown above, navigate to the Companies section on the left side panel. Next, click the three dots to open the drop-down menu and select Company properties.
(Optional) Step Two: Rename Company properties
From here, you will see a list of all Properties you have created for your companies. Click the pencil symbol next to a Company Property to rename it. You can also change the format of any quantitative metrics, or add additional options to multiple select Properties. Note that you cannot edit the type of property.
Step Three: Create a New Property
To add a new Property, scroll to the bottom where it says New property. Give the property a Name and choose a Type. Click Add property when finished. You will now see this property associated with company profiles.
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!