Help Center
Visible for Companies
Visible for Companies
Updates
Fundraising
Dashboards & Charting
Data & Integrations
Decks
Data rooms
Contacts
Billing, Trial, & Customer Info
Visible for Investors
Getting Started with Visible for Investors
Metrics - For Investors
Requests - For Investors
Reports - For Investors
Investment Data - For Investors
Portfolio Company Profiles
Dashboards and Tear Sheets - For Investors
Updates - For Investors
Fundraising - For Investors
Account Set Up - For Investors
Exporting Data - For Investors
How can my portfolio companies use Visible?
AI Inbox - For Investors
Company and User Settings
Back to home
Help Center
Visible for Companies
Visible for Companies
Updates
Fundraising
Dashboards & Charting
Data & Integrations
Decks
Data rooms
Contacts
Billing, Trial, & Customer Info
Visible for Investors
Getting Started with Visible for Investors
Metrics - For Investors
Requests - For Investors
Reports - For Investors
Investment Data - For Investors
Portfolio Company Profiles
Dashboards and Tear Sheets - For Investors
Updates - For Investors
Fundraising - For Investors
Account Set Up - For Investors
Exporting Data - For Investors
How can my portfolio companies use Visible?
AI Inbox - For Investors
Company and User Settings
Visible for Companies
Knowledge base articles for using our company platform.
Updates
How to send a test update?
Can I edit a sent update?
How do I change my Update sender?
How do I remove Visible branding from my Updates?
How accurate are my email (Update) statistics?
Why Won't My Update Share to Slack?
How do I rearrange components in an Update?
How do I share an Update to a private Slack channel?
Update Email Rendering and Deliverability
How do I share an Update via email?
Why are my email Updates bouncing?
What are shortcuts for Updates?
How do I change text size and formatting in an Update?
How to add emoji's to your update
How to bring a template into a different company account
How do I create and manage Update templates?
How to duplicate an update
How do I download an Update as a PDF?
How to change the text size of your headers within an Update
How to sort and filter your update analytics
How to insert a link into your update
How often should you send investor updates?
How an investor can resubscribe to your Updates
How do I add a Deck to my Update?
How do I add more recipients to a sent Update?
How do I embed video in Updates?
How to add a table to an update
How do I turn Update Reactions on/off?
How do I add an image to my Update?
How do I attach a file to an Update?
How to add content to an update
How to add content blocks to your Update
How do I manage the settings for my custom sender domain?
How to view your update analytics (opens, clicks, delivered)
How to share an Update via Slack?
How to send an update in Visible?
How do I add 2 charts to an Update
How do I use mail merge in Updates?
How do I archive or delete an Update?
How do I add a chart to an Update?
How to share an update via a link
How do I send an Update to the investors in my Fundraising pipeline?
How can I turn my investor request into an Update using Visible AI?
How to draft an update from a request submission
Why are images not rendering in Outlook?
See more
Fundraising
How to stay organized with your fundraising process in Visible
How can I create multiple Fundraising pipelines?
How do I archive and restore a Fundraising pipeline?
How do I change the fundraise name or target amount?
Getting started with Fundraising pipelines
How do I view an investor's activity with my Visible Updates, Decks, and Dashbaords?
How do I customize the columns for my Fundraising pipelines?
How to customize your fundraising pipeline
How do I use BCC email logging
How do I add investors to a fundraising pipeline?
How can I share a Fundraising Pipeline via link?
What are the default fields for an investor record?
How do I edit or delete an investor in a Fundraising pipeline?
How can I filter and sort the investors in a Fundraising pipeline?
How do I change or create a new stage for my Fundraising pipeline?
How do I move investors between Fundraising pipelines?
How to delete a Fundraising pipeline
How to create a custom pipeline property
How to create a custom pipeline property
How to comment on a pipeline
How do I set up email reminders for Fundraising follow-ups?
How do I add multiple contacts to an investor record?
How do I use Zapier to automate my fundraising efforts?
How to add multiple investors from Connect into your fundraising pipeline
How to change an investors stage in your pipeline
Why Visible does not share investor contact information
How to add a contact to your pipeline
See more
Dashboards & Charting
How do I copy a chart to another dashboard?
How do I customize a start and end date for my charts?
How do I add/remove chart legend?
How do I change the style of my table?
How do I rename a metric?
How do I remove access for a shared dashboard?
How are weeks calculated in my charts?
How do I add a goal to a chart?
How do I change the format/decimals for my metrics?
Getting started with charts and dashboards
How do I print/export a dashboard?
How do I use aggregated values when charting metrics?
How do I resize and move charts on my dashboard(s)?
How do I change the frequency in which my data is charted?
How do I chart a metric on the x-axis?
How do I display data labels directly on a chart?
How do I export a chart?
How do I delete a chart?
How do I rearrange metrics in a chart?
Shared Dashboard Stats
How do I delete a chart from my dashboard?
How do I rearrange the order of my dashboards?
How do I rename a dashboard?
How to add text to dashboards?
How do I connect a data source?
How do I build a number chart?
How do I stack charts?
How do I change a chart's display period?
How to set a custom range for your charts y-axis?
How to create a table
How do I edit a chart?
How to round data labels on your chart
How do I share a dashboard?
How to build out a Dashboard in Visible
How to create a pie chart
How do I create a chart with 2 different axis?
How do I add an annotation to a chart?
How to use gradients on your chart
How to use metric insights?
How to create a dashboard?
How to use a formula in a chart
How do I change the colors on my chart?
How do I delete a dashboard?
How do I create a chart?
How to build a variance report?
How to duplicate a dashboard
How to create a waterfall chart
How to share a dashboard via link
How to add insight columns to tables
How to set a date range for your dashboard
See more
Data & Integrations
How to refresh an integration and change the refresh schedule
How do I refresh my Google Sheets data?
List of supported Google Analytics Metrics
My Google Sheet is not showing up when trying to connect to Visible
Why did my Mixpanel connection fail?
How can I change the unit of my Google Sheets data?
Getting started with data sources
How do I change my metric unit?
Integrating with GA4 Advanced Mode
How do I connect to my Google Analytics Account?
How do I create a metric and add data directly in Visible?
What date formats are accepted for Google Sheets?
Why are the percentage metrics I'm bringing in from Google Sheets incorrect?
Google Analytics - Advanced Mode
How do I change my metric's settings?
How do I set up user provided metrics?
Why is my Quickbooks account disconnected?
How to view your submitted investor requests
How to set a custom financial year end
How to disconnect an integration
How to set the year end for a formula metric
How to connect and get started with Google Sheets?
What metrics should you include in an investor update
How to complete an investor Request within Visible?
How to complete an investor request via link
How do I bulk edit (User provided) metrics?
Complete an investor request by syncing your metrics
How to use a formula
How do I connect a Google Sheet to Visible?
How do I use Visible + Zapier for metric automation?
How do I connect HubSpot to Visible?
How do I connect Xero?
How do I re-authenticate my Xero account?
How do I connect QuickBooks?
How do I use Xero tracking categories?
How do I connect ChartMogul?
How do I connect Mixpanel?
How do I connect Profitwell?
How do I connect Salesforce?
How to save a draft of your investor request
What are the best practices for formatting a google sheet
See more
Decks
How do I change the color of my Deck viewer background?
How do I share my pitch deck?
How to delete a deck
How to set an expiration date for a Deck
How to add a Call to Action (CTA) to your Deck
How to add a new deck version
How to add a deck to Visible
How to view your deck analytics
How to receive email notifications when someone views a deck?
How do I change my deck settings?
How to set up a custom Deck domain?
How to update your email settings for mailto links
How to set a deck to auto-terminate
See more
Data rooms
How to view your data room analytics
How to add an Update to your data room
How to create a subfolder within your data room
How to add a file to your data room
How to add a dashboard to your data room
How to add your Visible content to your data room
How to add a url to your data room
Why is my data room invite still pending?
What should I include in my data room
How to delete an item from your data room
How to remove someone from viewing your data room
How to update your data rooms notification settings
How to give someone permission to view your data room
How to add a Deck to your data room
How to create a folder in your data room
How to create a data room
How to share your data room via a link
How to set a password for your data room
How to share specific folders with specific investors (Advanced data room permissions)
How to download a data room folder
How to download an entire data room
How to delete a folder in your data room
How to add a CTA to your Data room
How to create a third level folder
How to add a cover photo to your data room
How to resend an invitation for your data room
How to rearrange folders in your data room
How to add a page to a data room
See more
Contacts
How to create a contact?
How to create a Custom contact property?
How do I edit a contact list?
How do I delete a contact list?
How to bulk upload Contacts via .csv?
How to export Contacts?
How do I add multiple contacts?
How to create and manage a contact list?
Updating, appending & upserting contacts via CSV
How to delete multiple contacts
How to remove a contact from a contact list
How to view your contacts engagement trends
See more
Billing, Trial, & Customer Info
How do I redeem a partner code?
Providing & Updating Credit Card Details
What happens after your trial ends?
How to redeem a discount code?
How does Visible compare to...?
How do I update and view billing information?
How to change your companies time zone
What is included in your Starter plan
Signing up from an Investor Request
Founder onboarding guide
How we are using OpenAI
How to schedule an onboarding or support call
What is included in your Pro plan (Legacy) - No Longer Available
What is included in your investor provided Lite plan (Legacy) - No longer available
How to upgrade your trial to a Growth or Enterprise plan
How to reactivate your account
See more