Visible is designed so that companies *do not* have to create an account with Visible to be able to share easily data with an Investor. However, you may decide to grant your companies access to their free Lite accounts with to unlock startup-specific perks.

Reasons you may want to invite your companies to Visible:

  1. You want to give your companies free access to the Visible for Companies Lite Plan so they have access to features like Updates, Pitch Deck Sharing, Fundraising CRM and Dashboards.

  2. You want your companies to be able to sync their metrics and seamlessly share data with you.

  3. Companies want to collaborate on their responses to Requests and save progress as they go.

The content below includes:

How to Bulk Invite All Your Companies to Visible

How to Invite a Single Company to Visible

How to Bulk Invite All Your Companies to Visible

First, navigate to the Portfolio section to the top left side

Next, click the setting dots in the top right corner and select "Invite Companies"

From here, you'll be able to simply click "Invite" for any companies you'd like to invite to Visible as shown in the screenshot below:

Note: If you have multiple points of contact associated with a company, only the primary point of contact can accept the invite and create the free account. They will then be able to invite other team members to the account.

From this screen, you'll also be able to toggle your views to see companies that (1) have accepted invites and (2) have invites pending as shown below:

Here's what the invite looks like from the company's perspective --

Your companies may also qualify for 90% off for 6 months on any of our plans. Get in touch with your Visible point of contact to learn more.

How to Invite a Single Company to Visible

To invite a single company to Visible, navigate to their company profile.

From there, select 'Invite to Visible'.

Other resources you may find helpful:

'What if a company already has a Visible account?'

[Email Template] Inviting Your Companies to Visible for Founders

[Email Template] Introducing Your Companies to Visible

Did this answer your question?