Visible

This article walks through how to manage Notes from inside a company's profile.

How to Store and Edit Notes on a Company Profile

Best practices for keeping files organized in Visible

How to create File Folders in Visible

How to create and edit Portfolio Company Properties

Altering Metrics associated with a Company

How to assign Metrics from a Company's profile

This article describes how to edit Company properties from the Companies home page.

How to edit Company Properties from the Companies page

Leverage your Affinity account to quickly add contacts and associate them with new portfolio companies.

How to connect Visible to Affinity to create contacts for new portfolio companies

Matt Preuss

Nick Kramer

Portfolio Company Profiles

Application Status

Marketing Site

Investor Database

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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