Visible's fund performance feature enables you to dynamically track investment rounds and transaction as well as fund metrics, making it easy to manage your investments while centralizing data alongside KPIs that you collect from portfolio companies.
The Funds view makes it easy to manage your different funds and view investment rounds all in a single view. This article is organized into the following sections:
Creating & Editing Funds
Creating Funds
Navigate to Funds. Then select +New Fund in the top right side of your screen.
Click Funds from the navigation menu. Then click + New fund at the top left side of your screen.
Enter a name, size, and formation date. Next click Create to finish creating the fund.
From the popup window, add a fund name, choose the currency of the fund, add the fund size, and the formation date. Then click Create.
Editing Funds
Navigate to Funds. Then click the three dots associated with the fund & select Edit fund.
Click funds from the navigation menu. Then select the three dots for the fund you want to edit and click Edit fund.
Make any necessary edits to the fund name, size, or formation date.
Once in the edit fund workflow, make any edits and click Save.
Viewing Fund Data
Navigate to Funds. You'll land in the All Funds view.
Click Funds from the navigation menu.
Click an individual Fund to drill down into the transactions made out of that specific fund.
Click a specific Fund to see the transactions that are a part of the fund.
You'll start in the Overview tab. You can make change the fields shown by clicking Edit columns.
From the Overview tab, you can click Edit columns to add other investment metrics to the view.
Select the specific investment metrics to add and then click Save.
Add the columns you want to add and then click Save.
Click any of the headers names to change the order the rows are shown.
Select the header columns to reorder the companies.
To see the all of the Transactions in the fund, select the Transactions tab. You can also Edit columns as shown above.
Click Transactions to see each of the individual transactions made through the fund.
Exporting Fund Data
You can click Export to Excel to export the fund data from the Funds section.
Click Export to Excel to export the data from your Funds view.
Let us know if you have any questions!