Investment Data - For Investors
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      How to Visualize your Fund Data

      Analyzing Data with Fund Analytics

      Getting Started with Fund Analytics

      Check out the video below from our CEO, Mike Preuss, discussing Fund Analytics capabilities within Visible.

       

      Note: To set up a fund analytics dashboard you will need investment data in your account. Learn how to set up the investment data feature here. 

      Step-by-Step Instructions

      To visualize your fund data within Visible, navigate to the Dashboards section on the left side pane.

      From here, either create a new dashboard or edit an existing dashboard. Then, create a new chart type and select the investment metric you want to visualize. You can choose from:

      • Total invested

      • Capital remaining

      • FMV

      • Multiple

      • New capital deployed

      • Follow on investment

      • Realized FMV

      • Unrealized FMV

      • Capital called

      • Total capital called

      • Uncalled capital

      • DPI

      • RVPI

      • TVPI

       

      You can choose to visualize fund data using several different chart types:

      To add additional context for other teammates, you can add annotate directly on charts as shown in the example below.

      Check out these fund analytics dashboard examples for inspiration:

      Please let us know if you have additional questions!