For Investors
By Matt and 2 others3 authors144 articles
- Portfolio Monitoring Best Practices
- (Video Tutorial) Getting Started with Creating Reporting in Visible
- (Video Tutorial) Getting Started with Data Analysis Tools in Visible
- (Video Tutorial) Getting Started with Getting Data into Visible
- How To Use Key Navigation Features in Visible — For Investors
- How to set a Fiscal Year End for portfolio companies
- How to use Visible AI Inbox for Investors
- How to create an allow list to permit non-users to send emails to the AI Inbox
- How to Upload Files Directly to Visible AI
- How to use the Metric Approvals Process
- How to Save Custom AI Instructions at the Company & Metric Level
- How to View the Source Data for Metrics Extracted by the AI Inbox
- How to Send Portfolio Company Updates to the AI Inbox Using the MCP Server
- How Investors can use the MCP Server to Manage Notes
- How Investors can use the MCP Server to Manage Contacts
- How to Customize AI notes in Visible
- Running Your Portfolio With AI: MCP Prompts and Claude Skills for Visible
- How to use the AI Request Builder
- How to use the MCP to See Where a Metric Value Came From
- Create AI Summaries to share scheduled portfolio recaps in Slack or email
- How to set up metric alerts for Investors
- How to edit an existing Portfolio Metric
- How to delete a Metric from my investor account
- How to integrate a Google Sheet to import data - for Investors
- How to create Portfolio Metrics
- How to set-up Metric Currency Conversions for your portfolio data
- How to assign Metrics to certain portfolio companies
- How to edit and upload Portfolio Metric data
- How to create and use Metric Formulas - for Investors
- How to see the Metric Change Log
- How should I set-up my Metric frequency?
- How to use the Google Sheets Export Add-On
- How to create Segment Metrics
- How to Bulk Upload Portfolio Metric Data
- How to use Metric Insights
- How to organize Portfolio Metrics
- How to Support Multiple Currencies at the Portfolio Company Level
- How to Control Rounding Settings
- How to use Data Roll-ups in the Portfolio Company Metrics Section
- How to Pre-Fill Request Responses with Existing Metrics and Properties
- How to customize the Request subject line
- How to Send One-off Request Reminder Emails to Your Companies
- How to Pause a Request
- How to Build a Recurring Request
- How to edit a Request
- How to View and Export Request Responses from Portfolio Companies
- How to Add Portfolio Company Contacts and Send a Request to Multiple Contacts
- Creating one Request for all portfolio companies - even with different KPIs
- How to Reorder Request Blocks
- How to re-open an already submitted Request
- How to change a Request's due date
- How to customize individual Request reminder messages
- How to Generate a Request for Past Periods
- How to find a Request link for sharing
- How to maximize Request response rates from your Portfolio Companies
- How to Check When a Portfolio Company Was Last Notified About a Request
- Requesting Historical and Forecasted data
- How to create a one-time Request
- How to use properties in Requests
- How to Monitor Opens and Bounces for Requests
- How to create a conditional block in a Request
- How to set up pre-Request reminder alerts for you/your team
- How to make a block required in a Request
- How to duplicate a Request
- How to Use AI to Summarize Request Responses from Portfolio Companies
- How to View the Status of a Sent Request
- How to Archive a Request
- How to Close a Request for a Specific Portfolio Company
- How to Use AI Metric File Parsing Blocks in Requests
- How to attach Files to a Request for the Portfolio Company to Download and Re-upload
- How to Sort and Filter Request Responses
- How to edit or delete an existing Portfolio Report
- How to delete a Report
- How to export Portfolio Reports
- How to sort data in a Report
- How to create a Report
- How to view the latest available data in Visible
- How to Filter Portfolio Reports by Metrics and Properties Values
- How to use custom Time Periods in Portfolio Reports
- How to create a Scatterplot Chart from a Portfolio Report
- How to track capital calls
- How to use the Funds feature
- How to track & visualize IRR in Visible
- Auto-calculated Fund and Company Investment Data Definitions
- How to Track Fund Metrics
- How to update the ownership percentage of an investment
- How to Convert a SAFE or Convertible Note to Equity
- How to Add a Fair Market Value (FMV) to an Investment
- How to Add and Manage Investments
- How to Record an Exit for an Investment
- How to Bulk Upload Investment Data
- How to use the Investments Widget
- How to view the Changelog for your investments
- How to extract investment data with AI Docs
- How to bulk update FMVs and FX rates for a fund
- How to Store and Edit Notes on a Company Profile
- How to create File Folders in Visible
- How to create and edit Portfolio Company Properties
- How to assign Metrics from a Company's profile
- How to edit Company Properties from the Companies page
- How to connect Visible to Affinity to create contacts for new portfolio companies
- How to Update a Portfolio Company's Fiscal Year End
- How to create and edit a Fund Performance Dashboard (using the template)
- How to create a Variance Report
- How to create Dashboard Templates to Manage Portfolio Company Dashboards
- How to build a Benchmark Dashboard
- How to add Text or Properties to a Dashboard -- for Investors
- How to print or export a Portfolio Company Dashboard
- How to annotate Charts
- How to share a Dashboard by email or link
- How to share a portfolio company Dashboard and Tear Sheet via link
- How to view the Property Change log in a Dashboard
- How to duplicate a Dashboard - for Investors
- How to resize Widgets on a Dashboard
- How to create a Waterfall Chart
- How to set a date range for your Dashboard
- How to build a Tear Sheet
- How to Use the AI Overview Widget
- How can my portfolio companies use Visible?
- [Email Template] Inviting companies to their (optional) Visible for Founders account
- Rolling Out Visible to Your Companies
- [Email Template] How to introduce your companies to Visible
- How to invite companies who already have a Visible account
- How to invite companies to join Visible for Founders