Visible for Investors

Get the most out of your investor account with Visible.vc

Mike Preuss avatar Mikhail avatar Matt Preuss avatar +7
58 articles in this collection
Written by Mike Preuss, Mikhail, Matt Preuss and 7 others
Metrics - For Investors

How do I create a portfolio metric?

Creating a new metric
Matt Preuss avatar
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.
Luke Wagner avatar
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
Belle Raab avatar
Written by Belle Raab
Updated over a week ago

How to create a variance report with portfolio metrics (for investors)

Comparing budgets vs actuals
Angelina Graumann avatar
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
Luke Wagner avatar
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
Belle Raab avatar
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.
Belle Raab avatar
Written by Belle Raab
Updated over a week ago

How do I assign metrics to certain companies?

Assigning metrics by portfolio 'segments'
Eugene Gordeev avatar
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
Luke Wagner avatar
Written by Luke Wagner
Updated over a week ago

Benchmarking Portfolio Metrics

How to benchmark your portfolio company data within Visible
Stefan Prokopenko avatar
Written by Stefan Prokopenko
Updated over a week ago
Requests - For Investors

How to build a Request

Creating your first reporting Request
Belle Raab avatar
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
Belle Raab avatar
Written by Belle Raab
Updated today

Can I create one Request if my portfolio companies have different KPIs?

Clay Norris avatar
Written by Clay Norris
Updated over a week ago

How to Pause a Request

Pausing a Request to stop notifications or make edits
Belle Raab avatar
Written by Belle Raab
Updated over a week ago

How do I edit a Request?

Making changes to an active Request
Luke Wagner avatar
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
Belle Raab avatar
Written by Belle Raab
Updated over a week ago

Customize Request Subject Line

How to have a different request name and subject line
Mike Preuss avatar
Written by Mike Preuss
Updated over a week ago

How to customize individual Request reminder messages

Customizing Request reminder messages
Belle Raab avatar
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
Belle Raab avatar
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
Ana Karen Aguirre H avatar
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.
Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

Validating your domain - For Investors

Removing 'via Visible' from your Requests & Updates
Belle Raab avatar
Written by Belle Raab
Updated over a week ago