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How to use the Investments feature

Setting up your Investment data in Visible

To utilize the Investments feature, first set-up your funds.

Next, navigate to a company profile and click the Investments section. Click +New investment to create a new investment for this company.

Choose the appropriate investment from the drop-down.


Enter your deal information for the investment. The fields Round name, Investment date, Fund, and Amount invested are the only required fields to be able to save your investment entry, all other fields are optional. 

Below is an example of an Equity investment.

Once you've entered in your deal information for all your companies, navigate back to your Investments overview section at the bottom left of your page. You'll now see all the investment data reflected in the Investment overview visualization. 

Note: You can filter your investments by fund by clicking the name of the fund in the top left corner. This will open a drop-down listing all of your funds. 


Scroll to the bottom of the page to see an overview of all your most recent rounds.

Please let us know if you have additional questions!