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(Video Tutorial) Getting Started with Investment Data in Visible

Watch a video tutorial about how to use Visible's investment data features.

Topics discussed: 

  • Creating your funds in Visible (0:09)
  • Entering investment data (0:28)
  • Updating fair market values (1:05)
  • Converting SAFE's and Notes to equity (1:28)
  • Exiting an investment (2:23)
  • Static fund level overview (2:43)
  • Creating a custom fund overview dashboard (3:21)
  • Keeping fund metrics up to date (3:52)


For additional resources check out the Investment Data section of our Knowledge Base.