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How to Add a Fair Market Value (FMV) to an Investment

Updating fair market value on an investment so valuation and ownership metrics stay current.

Written by Matt Preuss

Fair market value (FMV) updates are tracked at the investment level in Visible, and keeping them current is what keeps your Latest Valuation and ownership metrics accurate for a company and fund.

Step One: Navigate to Investments and open the Add Fair Market Value panel


In the company's Investments tab, click the plus icon next to the investment, then select Add Fair Market Value.

Step Two: Enter the FMV details


Choose the investment, a methodology, the updated price per share, an approver if needed, and add any relevant notes.

Step Three: Save the FMV

Click Save. This updates the Total Invested, Latest Valuation, and Total Ownership metrics at the top of the page, and adds the update to the investment's history.

Step Four: Editing a previously added FMV


To edit an FMV you've already added, click the caret next to the investment to expand its history, then click the three dots next to that entry and select Edit.

Please let us know if you have additional questions!

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