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Visible for Companies
Visible for Companies
Updates
Fundraising
Dashboards & Charting
Data & Integrations
Decks
Contacts
Billing, Trial, & Customer Info
Data rooms
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
Tear Sheets - For Investors
Dashboards - For Investors
Fundraising for Investors
Account Set Up - For Investors
Exporting Data - For Investors
How can my portfolio companies use Visible?
Company and User Settings
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Help Center
Visible for Companies
Visible for Companies
Updates
Fundraising
Dashboards & Charting
Data & Integrations
Decks
Contacts
Billing, Trial, & Customer Info
Data rooms
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
Tear Sheets - For Investors
Dashboards - For Investors
Fundraising for Investors
Account Set Up - For Investors
Exporting Data - For Investors
How can my portfolio companies use Visible?
Company and User Settings
Visible for Companies
Knowledge base articles for using our company platform.
Updates
How to add content blocks to your Update
How to add content to an update
How do I attach a file to an Update?
How do I add an image to my Update?
How do I turn Update Reactions on/off?
How do I view email stats (opens, clicks, delivered) for my Updates?
How to add a table to an update
How do I embed video in Updates?
How do I add more recipients to a sent Update?
How do I add a Deck to my Update?
How an investor can resubscribe to your Updates
How often should you send investor updates?
How to insert a link into your update
How to sort and filter your update analytics
How to change the text size of your headers within an Update
How do I download an Update as a PDF?
How do I send an Update in Visible?
How to make sure your updates render correctly in Outlook
How to duplicate an update
How do I create and manage Update templates?
How to bring a template into a different company account
How to add emoji's to your update
How do I manage the settings for my custom sender domain?
How do I change text size and formatting in an Update?
What are shortcuts for Updates?
Why are my email Updates bouncing?
How do I share an Update via email?
Update Email Rendering and Deliverability
How do I share an Update to a private Slack channel?
How do I rearrange components in an Update?
Why Won't My Update Share to Slack?
How do I share an Update via Slack?
How accurate are my email (Update) statistics?
How do I remove Visible branding from my Updates?
How do I change my Update sender?
Can I edit a sent update?
How to send a test update?
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?
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Fundraising
How to delete a Fundraising pipeline
How do I move investors between Fundraising pipelines?
How do I change or create a new stage for my Fundraising pipeline?
How do I add multiple contacts to an investor record?
How can I filter and sort the investors in a Fundraising pipeline?
How do I edit or delete an investor in a Fundraising pipeline?
What are the default fields for an investor record?
How can I share a Fundraising Pipeline via link?
How do I add investors to a fundraising pipeline?
How do I use BCC email logging
How to create a custom property for your fundraising pipeline
Commenting on Fundraising Pipelines
How to customize your fundraising pipeline
How do I customize the columns for my Fundraising pipelines?
How do I view an investor's activity with my Visible Updates, Decks, and Dashbaords?
Getting started with Fundraising pipelines
How do I change the fundraise name or target amount?
How do I set up email reminders for Fundraising follow-ups?
How do I archive and restore a Fundraising pipeline?
How can I create multiple Fundraising pipelines?
How can I set up custom properties for my Fundraising pipeline?
How to stay organized with your fundraising process in Visible
How do I use Zapier to automate my fundraising efforts?
How to add multiple investors from Connect into your fundraising pipeline
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Dashboards & Charting
How to use gradients on your chart
How do I add an annotation to a chart?
How do I create a chart with 2 different axis?
How to use Formulas within your charts
How to create a pie chart
How to build out a Dashboard in Visible
How do I share a dashboard?
How to round data labels on your chart
How do I edit a chart?
How to create a table
How to set a custom range for your charts y-axis?
How do I create a dashboard?
How do I change a chart's display period?
How do I stack charts?
How do I build a number chart?
How do I connect a data source?
How do I use metric insights?
How to add text to dashboards?
How do I rename a dashboard?
How do I rearrange the order of my dashboards?
How do I delete a chart from my dashboard?
Shared Dashboard Stats
How do I rearrange metrics in a chart?
How do I delete a chart?
How do I export a chart?
How do I display data labels directly on a chart?
How do I chart a metric on the x-axis?
How do I change the frequency in which my data is charted?
How do I use aggregated values when charting metrics?
How do I print/export a dashboard?
How do I resize and move charts on my dashboard(s)?
Getting started with charts and dashboards
How do I change the format/decimals for my metrics?
How do I add a goal to a chart?
How are weeks calculated in my charts?
How do I remove access for a shared dashboard?
How do I rename a metric?
How do I change the style of my table?
How do I add/remove chart legend?
How do I customize a start and end date for my charts?
How do I copy a chart to another dashboard?
How do I change the colors on my chart?
How do I delete a dashboard?
How do I create a chart?
How do I create a variance report?
How to duplicate a dashboard
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Data & Integrations
How do I bulk edit (User provided) metrics?
How to complete an investor request via link
How to complete an investor Request within Visible?
What metrics should you include in an investor update
How to connect and get started with Google Sheets?
How to set the year end for a formula metric
How to disconnect an integration
How do I connect a Google Sheet to Visible?
How to set a custom financial year end
How to view your submitted investor requests
Why is my Quickbooks account disconnected?
How do I set up user provided metrics?
How do I change my metric's settings?
Google Analytics - Advanced Mode
Why are the percentage metrics I'm bringing in from Google Sheets incorrect?
What date formats are accepted for Google Sheets?
How do I create a metric and add data directly in Visible?
How do I connect to my Google Analytics Account?
Integrating with GA4 Advanced Mode
How do I change my metric unit?
Getting started with data sources
How can I change the unit of my Google Sheets data?
Why did my Mixpanel connection fail?
My Google Sheet is not showing up when trying to connect to Visible
How to create Formulas in Visible
List of supported Google Analytics Metrics
How do I refresh my Google Sheets data?
How to refresh an integration and change the refresh schedule
Complete an investor request by syncing your metrics
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?
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Decks
What analytics do I get when I share a deck?
How to add a Call to Action to your Deck
How to set an expiration date for a Deck
How to delete a deck
How do I add a pitch deck to Visible?
How do I upload a new version of my deck?
How do I share my pitch deck?
How do I change the color of my Deck viewer background?
How to receive email notifications when someone views a deck?
How do I change my deck settings?
How do I set up a custom Deck domain?
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Contacts
How do I add multiple contacts?
How do I create a contact?
How do I edit a contact list?
How do I delete a contact list?
How to create a Custom contact property?
How to bulk upload Contacts via .csv?
How to export Contacts?
How do I remove an individual from a contact list?
How to create and manage a contact list?
Updating, appending & upserting contacts via CSV
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Billing, Trial, & Customer Info
What is included in your Starter plan
How to redeem a discount code?
How do I redeem a partner code?
How to change your companies time zone
Providing & Updating Credit Card Details
How do I update and view billing information?
What happens after your trial ends?
How does Visible compare to...?
Signing up from an Investor Request
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Data rooms
How to update your data rooms notification settings
How to remove someone from viewing your data room
How to delete an item from your data room
What should I include in my data room
Why is my data room invite still pending?
How to share your data room
How to add a url to your data room
How to add your Visible content to your data room
How to add a Deck to your data room
How to add a dashboard to your data room
How to add a file to your data room
How to create a subfolder within your data room
How to add an Update to your data room
How to view the analytics in 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
See more