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How to create and use multiple investment funds

Using multiple investment funds to analyze your data

From your homepage, click the settings cog in the bottom left of your screen to open the Settings panel. Within this panel, click Fund settings from the inner left side panel. Click +New fund to start creating a new fund.

Add a name, fund size, and formation date. Click Create when finished.

Once your fund has been created, you can add capital calls from the same screen. 

Assign Investments to Different Funds

Once you've created multiple funds, you'll be able to assign investments by fund. Navigate to a portfolio company's Investments section. Scroll to the far right of an investment and click the three dots followed by Edit.

From here, you can assign the investment to a specific fund by clicking the drop-down located underneath Fund.

Similarly, to add a new investment and assign it to a specific fund, click + New Investment. Next, enter the deal information and select the relevant fund.

Analyzing Investment Data by Fund

After you've assigned investments to specific funds, you're able to visualize the data in the same way using our Investments feature. Navigate to Investments in the bottom left corner. Within the Investments section, you are able to toggle your data by fund by clicking the drop-down at the top of the screen.

You're also able to toggle your Investments by segment. Click the drop-down titled All companies to filter by segment.

Note: Support for Multiple Funds is only available on certain plans. Please reach out to your Visible account manager for more information about this feature.

Please let us know if you have additional questions!