Giving your companies free access to Visible
Visible is designed so that companies do not have to create a Visible account in order to share data with an Investor. However, you may decide to grant your companies access to the Starter plan of Visible for Companies to give them access to startup-specific perks.
By giving your companies access to Visible's Starter plan, they'll have access to Visible Investor Updates (including our template library), custom metrics, contact lists, fundraising pipelines, and pitch decks.
The content below includes:
How to Bulk Invite Your Companies to Visible
First, navigate to the Portfolio section in the top left of your window. Then, select the three dots next to New company and click on Manage company invites.
From here, you'll be able to simply click Invite for any companies you'd like to invite to Visible. You can also select all companies by clicking on Invite companies, located beneath the search bar.
Note: If you have multiple points of contact associated with a company, only the primary point of contact can accept the invite and create the free account. They will then be able to invite other team members to the account.
From this screen, you're also able to toggle between companies that (1) have accepted invites, (2) have invites pending, and (3) have not been invited yet.
Once you invite a company, they will receive the below email.
Your companies can upgrade to Core, Growth, or Enterprise paid plans at any time. Get in touch with your Investor Success Manager to learn more.
How to Invite a Single Company to Visible
To invite a single company to Visible, navigate to their company profile.
From there, select Invite to Visible.
Please let us know if you have any additional questions!