Fundraising - For Companies

Articles to help navigate our fundraising product.

Mike Preuss avatar Matt Preuss avatar Stefan Prokopenko avatar +1
19 articles in this collection
Written by Mike Preuss, Matt Preuss, Stefan Prokopenko and 1 other

How can I share a Fundraising Pipeline via link?

Check out this article to learn how you can share a Pipeline via link to ask your network for warm introductions.
Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

Customize your Fundraising Pipeline Columns

Working within the fundraising feature and customizing the structure and properties
Michael Mchugh avatar
Written by Michael Mchugh
Updated over a week ago

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

Getting started with our Investor CRM

Overview of Using Visible investor CRM
Michael Mchugh avatar
Written by Michael Mchugh
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

Commenting on Fundraising Pipelines (Alpha)

To explain the functionality of commenting on fundraising pipelines
Michael Mchugh avatar
Written by Michael Mchugh
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?

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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?

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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