For Founders
By Nick and 2 others3 authors270 articles
- How Founders can use Visible's MCP Server
- How Founders can use the MCP Server to Manage Contacts
- How Founders can use the MCP Server to Manage Investors
- How Founders can use the MCP Server to Manage Notes
- How Founders can use the MCP Server to Manage Investor Updates
- Using the Founder AI Inbox to capture investor emails and build your Fundraising Pipeline
- How do I add a Chart to an Update?
- How do I send an Update to the investors in my Fundraising pipeline?
- How do I share an Update via email?
- How do I add more recipients to a sent Update?
- Update Email Rendering and Deliverability
- Why are my email Updates bouncing?
- How to share an Update via Slack?
- Can I edit a sent Update?
- How do I archive or delete an Update?
- How to add images to Investor Updates and resize them
- How do I change my Update sender?
- How do I manage the settings for my Custom Sender Domain?
- How do I change text size and formatting in an Update?
- How to share an Update via a link
- How do I turn Update Reactions on/off?
- How to send an Update in Visible?
- How do I create and manage Update templates?
- How do I share an Update to a private Slack channel?
- How do I add a Deck to my Update?
- How do I rearrange components in an Update?
- How do I use mail merge in Updates?
- How do I embed video in Updates?
- What keyboard shortcuts are available in Visible?
- How to View and Export Your Update Analytics
- How do I attach a file to an Update?
- How do I add two charts to an Update?
- Why Won't My Update Share to Slack?
- How do I remove Visible branding from my Updates?
- How to send a test Update?
- How do I download an Update as a PDF?
- How accurate are my email (Update) statistics?
- How to bring a template into a different company account
- How to add emojis to your Update
- How can an investor resubscribe to your Updates?
- How to duplicate an Update
- How to use Tables in Investor Updates and Data Rooms
- How to add content to an Update
- How to insert a link into your Update
- How to change the text size of your headers within an Update
- How to sort and filter your Update Analytics
- How often should you send investor Updates?
- How to add content blocks to your Update
- Why are images not rendering in Outlook?
- How to set a reminder to send an Update
- How can I share a Fundraising Pipeline via link?
- How to add a Contact to your Fundraising Pipeline
- Why Visible does not share investor contact information
- How to change an investors stage in your Fundraising Pipeline
- How to add multiple investors from Connect into your Fundraising Pipeline
- How to delete a Fundraising Pipeline
- How to stay organized with your fundraising process in Visible
- How to customize your Fundraising Pipeline
- How to create and edit Custom Fundraising Pipeline Properties
- What are the default fields for an investor record?
- How do I set up email reminders for Fundraising follow-ups?
- How do I edit or delete an investor in a Fundraising Pipeline?
- How can I filter and sort the investors in a Fundraising Pipeline?
- How to add multiple Contacts to an investor record in your Fundraising Pipeline?
- How do I change the Fundraising Pipeline name or target amount?
- How do I change or create a new stage for my Fundraising Pipeline?
- How do I view an investor's activity with my Visible Updates, Decks, and Dashboards?
- How do I use Zapier to automate my fundraising efforts?
- How do I move investors between Fundraising Pipelines?
- Getting started with Fundraising Pipelines
- How to comment on a Fundraising Pipeline
- How do I customize the columns for my Fundraising Pipelines?
- How can I create multiple Fundraising Pipelines?
- How do I archive and restore a Fundraising Pipeline?
- How do I add investors to a Fundraising Pipeline?
- How to find warm introductions with Village
- How to Move Multiple Investors in a Fundraising Pipeline at Once
- How do I share a Dashboard?
- How do I add a goal to a Chart?
- Shared Dashboard Stats
- How do I change the frequency in which my data is shown on a Chart?
- How do I print/export a Dashboard?
- How to create a Dashboard?
- How do I copy a Chart to another Dashboard?
- How to build a Variance Report?
- How do I customize a start and end date for my Charts?
- How do I connect a Data Source?
- How do I change the format/decimals for my Metrics?
- How do I chart a Metric on the X-axis?
- How do I display Data Labels directly on a Chart?
- How do I delete a Dashboard?
- How do I change the display period of a Chart?
- How to export a Chart
- How do I stack Charts?
- How to use Metric Insights
- How do I delete a Chart?
- How do I rearrange the order of my Dashboards?
- How do I delete a Chart from my Dashboard?
- How do I rename a Dashboard?
- How do I remove access for a shared Dashboard?
- How do I create a Chart?
- How do I add/remove Chart legend?
- How do I use aggregated values when adding Metrics to a Chart?
- How do I add an annotation to a Chart?
- How do I edit a Chart?
- How do I change the style of a Table?
- How do I resize and move Charts on my Dashboard?
- How do I build a Number Chart?
- How do I rearrange Metrics in a Chart?
- How do I rename a Metric?
- Getting started with Dashboards
- How do I create a Chart with two different axes?
- How are weeks calculated in my Charts?
- How do I change the colors on my Chart?
- How to add text to Dashboards?
- How to set a custom range for the Y-axis of a Chart?
- How to create a Table
- How to build out a Dashboard in Visible
- How to create a Pie Chart
- How to use a Formula in a Chart
- How to use gradients on your Chart
- How to duplicate a Dashboard
- How to create a Waterfall Chart
- How to share a Dashboard via link
- How to add Insight Columns to Tables
- How to set a date range for your Dashboard
- How to use dynamic trialing and leading Metric Insights
- How do I change my Metric Unit or Format?
- How do I connect Salesforce?
- Integrating with GA4 Advanced Mode
- How to Refresh an Integration and Change the Refresh Schedule
- How do I connect a Google Sheet to Visible?
- How do I connect Paddle?
- How do I connect Mixpanel?
- How do I connect ChartMogul?
- How do I set up User Provided Metrics?
- How do I connect to my Google Analytics Account?
- How do I refresh my Google Sheets data?
- How do I connect QuickBooks?
- List of supported Google Analytics Metrics
- How do I bulk edit User Provided Metrics?
- How do I create a Metric and add data directly in Visible?
- Getting started with Data Sources
- How do I re-authenticate my Xero account?
- How to use a Formula
- How do I connect Xero?
- My Google Sheet is not showing up when trying to connect to Visible
- How do I use Xero tracking categories?
- Why did my Mixpanel connection fail?
- How do I connect HubSpot to Visible?
- Why is my Quickbooks account disconnected?
- What date formats are accepted for Google Sheets?
- Why are the percentage metrics I'm bringing in from Google Sheets incorrect?
- Google Analytics - Advanced Mode
- How to connect and get started with Google Sheets?
- How to change Metric Settings
- How do I use Visible + Zapier for metric automation?
- How can I change the unit of my Google Sheets data?
- How to set a custom financial year end
- How to disconnect an Integration
- How to set the year end for a Formula Metric
- What metrics should you include in an investor update
- What are the best practices for formatting a google sheet
- How to add a new version of a Deck
- How to add a Deck to Visible
- How to set up a custom Deck domain
- How do I change my Deck Settings?
- How do I share my Pitch Deck?
- How to receive email notifications when someone views a Deck?
- How to view your Deck and Per Slide Analytics
- How do I change the color of my Deck viewer background?
- How to delete a Deck
- How to set an expiration date for a Deck
- How to add a Call to Action (CTA) to your Deck
- How to update your email settings for mailto links
- How to set a Deck to auto-terminate
- How do I share a Data Room with a specific domain?
- How to add a page to a Data Room
- How to resend an invitation for your Data Room
- How to add a cover photo to your Data Room
- How to create a Third Level Folder
- How to add a CTA to your Data Room
- How to delete a Folder in your Data Room
- How to download an entire Data Room
- How to download a Data Room folder
- How to share specific folders in a Data Room with investors (Advanced Permissioning)
- How to set a password for your Data Room
- How to remove someone from viewing your Data Room
- How to delete an item from your Data Room
- How to create a Data Room
- How to create a Folder in your Data Room
- How to view your Data Room Analytics
- How to add an Update to your Data Room
- How to create a Subfolder within your Data Room
- How to add a file to your Data Room
- How to add a Dashboard to a Data Room
- How to add your Visible content to your Data Room
- How to add a Deck to your Data Room
- How to add a URL to your Data Room
- How to update your Data Rooms notification settings
- Why is my data room invite still pending?
- How to share your Data Room via a link
- What should I include in my data room
- How to share a Data Room with Visible contacts?
- How to Disable Data Room Downloads
- How to duplicate a Data Room
- How to add Watermarks to Files in a Data Room
- How to link to another page or folder in your Data Room
- How to Duplicate Pages and Folders Across Data Rooms
- How to Download a Data Room Index
- How to view your Contact's Engagement Trends
- How to delete multiple Contacts
- How to export Contacts?
- How do I edit a Contact List?
- How to create and manage a Contact List
- How to bulk upload Contacts via .CSV
- How to create a Contact
- How to create Custom Contact Properties
- Updating, appending & upserting contacts via CSV
- How do I add multiple Contacts?
- How to edit the columns displayed in your Contacts view
- How to add Notes to Contacts
- How to add my credit card to my Visible account
- How to reactivate your account
- How to upgrade your trial to a Growth or Enterprise plan
- What is included in your investor provided Lite plan (Legacy) - No longer available
- What is included in your Pro plan (Legacy) - No Longer Available
- How to schedule an onboarding or support call
- What happens after your trial ends?
- Providing & Updating Credit Card Details
- How to change your companies time zone
- How to redeem a discount code?
- How do I update and view billing information?
- How do I redeem a partner code?
- Why do I not see the active account I was invited to?
- Signing up from an Investor Request
- Complete an investor Request by syncing your Metrics
- How to complete an investor Request within Visible
- How to view your submitted Investor Requests
- How to complete an Investor Request via link
- How can I turn my investor request into an Update using Visible AI?
- How to draft an Update from a Request submission
- How to save a draft of your Investor Request
- How to view historical Request responses while completing a Request
- How we are using OpenAI
- How to complete Requests from multiple investors
- How to Use Visible AI to Complete Investor Requests