Fundraising - For Companies

Articles to help navigate our fundraising product.

Mike Preuss avatar Matt Preuss avatar Stefan Prokopenko avatar
15 articles in this collection
Written by Mike Preuss, Matt Preuss, and Stefan Prokopenko

Move investors between fundraising pipelines

How to move investors across multiple fundraising piplines
Stefan Prokopenko avatar
Written by Stefan Prokopenko
Updated over a week ago

Archiving, Viewing, and Restoring Pipelines

How to archive, view and restore fundraising pipelines
Stefan Prokopenko avatar
Written by Stefan Prokopenko
Updated over a week ago

Creating multiple fundraising pipelines

How to create and manage multiple fundraising pipelines
Stefan Prokopenko avatar
Written by Stefan Prokopenko
Updated over a week ago

Fundraising Activity Log

How to access the Activity log at the investor level.
Stefan Prokopenko avatar
Written by Stefan Prokopenko
Updated over a week ago

Zapier + Fundraising Automation

Automatically add investors to your fundraising pipeline with our Zapier integration
Mike Preuss avatar
Written by Mike Preuss
Updated over a week ago

Custom Properties - Fundraising

How to create, edit and manage custom properties for your fundraising pipeline.
Mike Preuss avatar
Written by Mike Preuss
Updated over a week ago

Add Multiple Contacts to Investor Records

How to add multiple contacts to investor records in your fundraising pipeline
Mike Preuss avatar
Written by Mike Preuss
Updated over a week ago

Send Updates to Contacts in Fundraising

How to quickly add contacts that are part of a current fundraising pipeline and stage
Mike Preuss avatar
Written by Mike Preuss
Updated over a week ago

How can I filter and sort my fundraise?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

How do I change or create a stage name in my fundraise?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

How do I change the fundraise name or target amount?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

How do I edit or delete an investor in a fundraise?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

What do the different fields for an investor in a fundraise mean?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

How do I add investors to a Fundraise?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

How do I create a Fundraise pipeline in Visible?

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago