Note: This only applies if you are receiving requests from investors using Visible. You'll need to make sure you have a Visible account. Here is how to create one from a request.

First navigate to Received Requests and then navigate to the respective request you wish to complete.

Once you are in the request you'll see a link icon next to any metrics being requested. Once you click the link you'll be able to auto-fill any of the metrics with your own metrics.

After a metric is linked, we will pre-populate the data in any future requests. Other helpful notes:

  • You'll only need to link the metric once.

  • You can remove a linked metric at anytime

  • If the data requested is Quarterly (e.g. Revenue) but you track Revenue monthly, we will automatically roll the data up for you. You don't need to do a thing!

  • If you are receiving requests from multiple investors you can link your metrics to multiple requests.

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