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+7
58 articles in this collection
Written by
Mike Preuss,
Mikhail,
Matt Preuss
and 7 others
How do I print/export a portfolio company dashboard?
This article explains how you can print a portfolio company dashboard or download it as a one page PDF.
Written by
Matt Preuss
Updated over a week ago
Portfolio Monitoring Best Practices
Tips for Portfolio Monitoring Best Practices
Written by
Mike Preuss
Updated over a week ago
Best Practices for Rolling Out Visible to Your Companies
Ensure a high adoption rate for your new reporting processes.
Written by
Luke Wagner
Updated over a week ago
Introducing Your Companies to Visible
[Email Template] Introducing Your Companies to Visible
How to communicate the implementation of Visible reporting processes to your portfolio companies.
Written by
Clay Norris
Updated over a week ago
[Email Template] Inviting Companies to their free Visible for Companies Account
Reminding companies about Visible.vc portfolio perk
Written by
Belle Raab
Updated over a week ago
How do I invite companies to their (free) Visible accounts?
I want give my companies free access to Visible for Companies
Written by
Matt Preuss
Updated over a week ago
What if my company already has an account with Visible?
Sending an invite to a company who is already using Visible
Written by
Belle Raab
Updated over a week ago
Do my portfolio companies need to create an account with Visible?
What are the benefits of my companies joining Visible?
Written by
Mikhail
Updated over a week ago
Metrics - For Investors
How do I create a portfolio metric?
Creating a new metric
Written by
Matt Preuss
Updated over a week ago
How to bulk edit/update portfolio metrics?
Editing/uploading data for multiple metrics for one company AND editing data for one metric for multiple companies.
Written by
Luke Wagner
Updated over a week ago
How to set up a metric alert on your investor account
Set up metric alerts and get emailed when a company's metric varies from the set range you create
Written by
Belle Raab
Updated over a week ago
How to create a variance report with portfolio metrics (for investors)
Comparing budgets vs actuals
Written by
Angelina Graumann
Updated over a week ago
How do I edit an existing portfolio metric?
Editing metrics in your Visible for Investors account
Written by
Luke Wagner
Updated over a week ago
How can I sum a portfolio total for a metric?
I want to know the total summed value across my portfolio
Written by
Belle Raab
Updated over a week ago
How to set up metric currency conversions for your portfolio data
Converting between a company's local reporting currency & your fund's operating currency.
Written by
Belle Raab
Updated over a week ago
How do I assign metrics to certain companies?
Assigning metrics by portfolio 'segments'
Written by
Eugene Gordeev
Updated over a week ago
How do I delete a metric from my investor account?
Deleting metrics from your metric library
Written by
Luke Wagner
Updated over a week ago
Benchmarking Portfolio Metrics
How to benchmark your portfolio company data within Visible
Written by
Stefan Prokopenko
Updated over a week ago
Requests - For Investors
How to build a Request
Creating your first reporting Request
Written by
Belle Raab
Updated over a week ago
Changing the Schedule of a Request
How to change the due date, frequency, or notification schedule of an active Request
Written by
Belle Raab
Updated today
Can I create one Request if my portfolio companies have different KPIs?
Written by
Clay Norris
Updated over a week ago
How to Pause a Request
Pausing a Request to stop notifications or make edits
Written by
Belle Raab
Updated over a week ago
How do I edit a Request?
Making changes to an active Request
Written by
Luke Wagner
Updated over a week ago
Multiple Points of Contact (for Requests)
How to send a Request to Multiple Points of Contact
Written by
Belle Raab
Updated over a week ago
Customize Request Subject Line
How to have a different request name and subject line
Written by
Mike Preuss
Updated over a week ago
How to customize individual Request reminder messages
Customizing Request reminder messages
Written by
Belle Raab
Updated over a week ago
How do I send a one-off Request reminder to a company?
Sending a reminder email out of the normal 'reminder' schedule
Written by
Belle Raab
Updated over a week ago
How to re-open an already submitted Request
Re-opening a Request to send it back to a company for completion
Written by
Ana Karen Aguirre H
Updated over a week ago
How can I view and export a summary of Request responses?
Follow these steps to export your Request data.
Written by
Matt Preuss
Updated over a week ago
Validating your domain - For Investors
Removing 'via Visible' from your Requests & Updates
Written by
Belle Raab
Updated over a week ago
Portfolio Company Profiles
Portfolio Company Dashboards & Templates
How to create, customize, and manage portfolio company dashboards
Written by
Mike Preuss
Updated over a week ago
Rename Uploaded Files
How to rename files in the portfolio company profile
Written by
Stefan Prokopenko
Updated today
How do I create a new (or edit) a portfolio company property?
Creating a customizable portfolio company property
Written by
Luke Wagner
Updated over a week ago
Assign metrics from a portfolio company view
How to assign/remove specific metrics from the portfolio company profile view
Written by
Mike Preuss
Updated over a week ago
How to store and view portfolio company Files
How to upload, view, and delete files on a portfolio company profile.
Written by
Belle Raab
Updated over a week ago
How to store Notes on a company profile
Storing and editing notes on portfolio company profiles.
Written by
Belle Raab
Updated over a week ago
Reports - For Investors
How do I create a portfolio Report?
Aggregating your portfolio information and data into a table
Written by
Luke Wagner
Updated over a week ago
How do I edit an existing report?
Editing a VFI report
Written by
Luke Wagner
Updated over a week ago
Exporting Portfolio Reports
How to export reports to Excel
Written by
Mike Preuss
Updated over a week ago
What can be included in a report?
Portfolio report customization
Written by
Luke Wagner
Updated over a week ago
How do I delete a report?
Deleting a portfolio Report
Written by
Luke Wagner
Updated over a week ago
Tear Sheets - For Investors
How to build a tear sheet (one-pager) template?
Building and customizing tear sheets for portfolio companies
Written by
Belle Raab
Updated over a week ago
How to create an LP Update
Sharing portfolio updates with investors and LPs
Written by
Belle Raab
Updated over a week ago
How can I export & share my tear sheets?
Exporting tear sheets for reporting
Written by
Belle Raab
Updated over a week ago
How to rename a tear sheet?
Editing tear sheet name
Written by
Luke Wagner
Updated over a week ago
How do I add company properties to a tear sheet?
Adding custom company properties to tear sheet blocks
Written by
Luke Wagner
Updated over a week ago
How to add company metrics to a tear sheet?
Adding and editing your portfolio company metrics in your tear sheets
Written by
Luke Wagner
Updated over a week ago
How to add a text block to your tear sheet?
Adding rich text to your tear sheet
Written by
Luke Wagner
Updated over a week ago
How do I expand a tear sheet chart?
Expanding and shrinking tear sheet elements
Written by
Luke Wagner
Updated over a week ago
How do I delete a tear sheet template?
Deleting your tear sheet template
Written by
Luke Wagner
Updated over a week ago
Investment Data - For Investors
How to Set up Multiple Funds
Assigning investments to individual funds
Written by
Eugene Gordeev
Updated over a week ago
How to set up the Investment Data feature
How do I enter in my investment data for my portfolio?
Written by
Eugene Gordeev
Updated over a week ago
How to update an investment multiple
Updating multiples within the investment data feature
Written by
Belle Raab
Updated over a week ago
How to update the fair market value (FMV) for your investments
Written by
Belle Raab
Updated over a week ago
Exporting Data - For Investors
How can I export metric data from Visible? (for investors)
Exporting metric data for one, some, or all companies
Written by
Eugene Gordeev
Updated over a week ago
Account Set Up - For Investors
How to add a new company (or companies) to your Visible account
Setting up company profiles for recent investments.
Written by
Luke Wagner
Updated over a week ago
How to pin and unpin items on your sidebar
How to keep your sidebar navigation organized with your most relevant items
Written by
Matt Preuss
Updated over a week ago
How to create & use portfolio segments
Optimize your account by setting up portfolio segments
Written by
Mike Preuss
Updated over a week ago