For Investors
By Matt and 2 others3 authors129 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 Investment Data in Visible
(Video Tutorial) Getting Started with Getting Data into Visible
How To Use Key Navigation Features in Visible — For Investors
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 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 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 exit an Investment round
How to track capital calls
How to create investment rounds and transactions
How to update fair market value (FMV) for an investment round
How to convert SAFEs to Equity in Visible
How to add Token investments
How to convert a Convertible Note to Equity
How to update the ownership percentage of an investment
How to Track Fund Metrics
How to input investments in different currencies in Visible
Auto-calculated Fund and Company Investment Data Definitions
How to track & visualize IRR in Visible
How to partially exit an Equity Investment
How to use the Funds feature
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 use File tags
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 create and edit a Fund Performance Dashboard (using the template)
How to create a Variance Report
How to create and edit Portfolio Company Dashboards and Templates
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