How to add multiple investors from Connect into your fundraising pipeline

This article should help you directions on how to add multiple investors from Visible connect (our investor database) into Visible

To add multiple investors to your pipeline from Visible connect, open Connect and click + Add investor to the right of the investors name. Continue clicking + Add investor of the other investors you would like to add to your pipeline. Once ready to add them click Add to pipeline. This will open your Visible web app. Select the company where you wish to add them, then choose the pipeline where you would like to add these investors. Once you have selected the pipeline click Confirm. You will see a success message and the investors will be added to your pipeline.

See screenshots below for more specific directions.

Open Visible connect

Select the investors you would like to add to your pipeline by clicking + Add investor

Once you have selected your investors, click Add to pipeline

Select the company where you'd like to add the investors (you may not have multiple companies or see this step)

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Select the pipeline where you would like to add the investors and click Confirm

You will see a success message sharing that you successfully added the investors

Let us know if you have any questions while building out your fundraising pipeline. Our team is happy to help