Visible

Tracking a full or partial exit in Visible

How to exit an Investment transaction

How to track capital calls

This article walks through how to create & edit investments and manage your funds in Visible.

How to create investment rounds and transactions

This article walks through how to update the FMV's of your investment rounds.

How to update fair market value (FMV) for an investment round

How to convert SAFEs to Equity in Visible

How to add Token investments

Keeping your investment information up-to-date

How to convert a Convertible Note to Equity

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

How to update the ownership percentage of an investment

How to Track Fund Metrics

Adding investment data in a currency that differs from your fund operating currency

How to input investments in different currencies in Visible

Understanding investment metrics and how they're calculated in Visible

Auto-calculated Fund and Company Investment Data Definitions

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

How to track & visualize IRR in Visible

How to partially exit an Equity Investment

How to use the Funds feature

Keep your investment data up-to-date in Visible by bulk uploading historical investment rounds 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

This article walks through how to use File tags to organize and find your portfolio company files quickly.

How to use File tags

Matt Preuss

Nick Wilde

Nick Kramer

Investment Data - For Investors

Application Status

Marketing Site

Investor Database

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