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 Lite plan of Visible for Companies to give them access to startup-specific perks.
Reasons you may want to invite your companies to Visible include:
You want to give your companies free access to the Visible for Companies Lite Plan so they have access to features like Updates, Pitch Deck Sharing, Fundraising CRM, and Dashboards
You want your companies to be able to seamlessly share data with you
You want your companies to get the most out of the data they report to you and be able to share it with all of their investors and stakeholders using Updates
You want your companies to be able to collaborate on their responses to Requests and save progress as they go
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 may also qualify for 90% off for 6 months on any of our plans. Get in touch with your Visible point of contact 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!