Visible for Investors

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

[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

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

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 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

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

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

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

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

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