Analyzing Data with Fund Analytics
Getting Started with Fund AnalyticsCheck 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:
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Total invested
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Capital remaining
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FMV
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Multiple
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New capital deployed
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Follow on investment
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Realized FMV
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Unrealized FMV
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Capital called
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Total capital called
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Uncalled capital
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DPI
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RVPI
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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!