Note: This only applies if you are receiving requests form investors using our Visible for Investors platform. 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.