Visible

How to track capital calls

How to use the Funds feature

The different types of IRR supported by Visible and how to visualize them in a dashboard.

How to track & visualize IRR in Visible

Understanding investment metrics and how they're calculated in Visible

Auto-calculated Fund and Company Investment Data Definitions

How to Track Fund Metrics

How to keep the ownership % field up to date and accurate

How to update the ownership percentage of an investment

Recording the conversion of a SAFE or Convertible Note into equity as part of a priced round.

How to Convert a SAFE or Convertible Note to Equity

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

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

A walkthrough of Visible's Investments feature for tracking rounds, securities, FMVs, exits, and transactions for a portfolio company.

How to Add and Manage Investments

Recording a full or partial exit on an investment.

How to Record an Exit for an Investment

Keep your investment data up-to-date in Visible by bulk uploading historical investments or bulk updating fair market values.

How to Bulk Upload Investment Data

Adding investment round information to a dashboard

How to use the Investments Widget

This article describes how to see how your investments have changed over time using the investment Changelog feature.

How to view the Changelog for your investments

The article walks through the AI Docs feature to parse and extract values from deal docs.

How to extract investment data with AI Docs

Matt Preuss

Nick Wilde

Nick Kramer

Investment Data - For Investors

Application Status

Marketing Site

Investor Database

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