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How to use the Investments Widget

Adding investment round information to a dashboard

Nick Wilde avatar
Written by Nick Wilde
Updated over 2 weeks ago

Visible's fund performance feature makes it easy to track investment rounds and analyze the performance of your funds. The investments widget was designed to enhance your LP reporting and internal portfolio reviews, making it seamless to add dynamic round-level information to a company's dashboard. Continue reading to learn more.

Start by navigating to the respective company's dashboard or dashboard template to add content. You'll navigate to the left side pane to edit from a dashboard template.

Alternatively, you can navigate to the dashboards section on a company's profile.

Once in the dashboard or dashboard template, click +New in the top right followed by investments to start adding content.

From here, choose which funds and columns you'd like to show. By default, "all funds" will be selected, meaning all round info across all funds for the company will populate the widget.

Click on the drop-down to edit any of the fields that are shown.

Finally, show totals or round values by clicking the checkboxes under the field name.

Click save to finish adding the widget.

Congrats, you've just added the investment data widget to your dashboard! Please let us know if you have any questions.

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