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Visible for Investors

Visible for Investors

Knowledge base articles for using our investor platform.

Getting Started with Visible for Investors

Portfolio Monitoring Best Practices

How can my portfolio companies use Visible?

How to invite companies to join Visible for Companies

Rolling out Visible to your companies

[Email Template] How to introduce your companies to Visible

[Email Template] Inviting companies to their (optional) Visible for Companies account

How to invite companies who already have a Visible account

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Metrics - For Investors

How should I set-up my metric frequency?

How to see the Metric change log

How to create Portfolio Metrics

How to edit an existing Portfolio Metric

How to assign Metrics to certain portfolio companies

How to create and use Metric Formulas - for Investors

How to bulk edit and update Portfolio Metrics

How to integrate a Google Sheet to import data - for Investors

How to set up a metric alert on your Investor account

How to sum a metric across my entire portfolio

How to create a Variance Report

How to set-up metric currency conversions for your portfolio data

How to delete a Metric from my investor account

See more

Requests - For Investors

Requesting Historical and Forecasted data

How to check when a portfolio company was last notified about a Request

How to build a Request

How to maximize Request response rates from your Portfolio Companies

How to edit a Request

How to pause a Request

How to find a Request link for sharing

How to change a Request's due date

How to send a one-off Request reminder to a company

How to re-open an already submitted Request

How to set up pre-Request reminder alerts for you/your team

Creating one Request for all portfolio companies - even with different KPIs

How to send a Request to multiple contacts

How to customize individual Request reminder messages

How to customize the Request subject line

How to reorder Request blocks

How to create a custom sending domain -- for Investors

How to view, sort, and export a summary of Request responses

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Reports - For Investors

How to create a Portfolio Report

How to export Portfolio Reports

How to sort data in a Report

How to edit or delete an existing Portfolio Report

How to delete a Report

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Investment Data - For Investors

How to convert a convertible note to equity

How to add Token investments

How to use the Investments feature

How to Visualize your Fund Metrics

How to convert SAFEs to Equity in Visible

How to create and use multiple investment funds

How to exit an investment

How to track capital calls

How to update fair market value (FMV) for an investment

See more

Portfolio Company Profiles

How to create or edit a Portfolio Company Property

How to assign Metrics from a Company's profile

How to create File Folders in Visible

How to store and edit Notes on a company profile

Tear Sheets - For Investors

How to build a Tear Sheet

How to Create an LP Update

How do I add company properties to a tear sheet?

How to add company Metrics to a Tear Sheet

How to resize Tear Sheet content

How to export and share Tear Sheets

How to duplicate a Tear Sheet

How to delete a Tear Sheet template

How to rename a Tear Sheet

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Dashboards - For Investors

How to create and edit Portfolio Company Dashboards and Templates

How to add Text or Properties to a Dashboard -- for Investors

How to print or export a Portfolio Company Dashboard

How to build a Portfolio metric dashboard

How to create a one pager

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Fundraising for Investors

LP Fundraising Pipelines - For Investors

Account Set Up - For Investors

How to give an account user view only permission

How to change your portfolio page view

How to use BCC email

How to add a new company to your Visible account

How to pin and unpin items to your sidebar

How to create and use Portfolio Segments

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Exporting Data - For Investors

How to export Metric data from Visible -- for Investors