Two great improvements to our Fundraising CRM in the past week...
We gave the metric section a refresh and update. The improvements will make it easier to search, sort, categorize and create new metrics for both investors and companies alike.
Portfolio Company metrics now live in the Metrics tab and are called Portfolio Metrics. They behave exactly the same as they did before but it is not easier to navigate to all metrics, search individual companies, and more!
The major addition for companies is the ability to view all of your metrics in the same tab.
We also moved the "+New data source" button to the top right of All metrics to be more uniform and consistent with the entire application experience.
Refreshing integrations if far more obvious now as well!
Investors are now able to select who the request will come from at your firm. Before this change it defaulted to whoever created the request within Visible.
Investors can now also select specific users in their firm to be notified when a request is completed. Prior to this improvement, notifications would be sent to all admins.
Investors can now create calculations directly in app and across the portfolio with the formula builder.
This helps reduce the portfolio company reporting burden and will also give you the chance to create deeper insights.
Metric insights are supported in the formula builder as well. The above example is taking cash burn and applying the 3 month average insight. This helps remove any lumpiness that might exist in month to month cashflow to give a better barometer for months of runway.
Investors now have the ability to create Tear Sheets for their portfolio. Think of these as one-pagers that can be fully automated across the portfolio. Great for regular portfolio review meetings as well as LP reporting.
Read more in the official announcement here.
You'll be able to build as many tear sheet templates as you'd like. All pages are exportable to PDF and designed to fit on an A4 page.
Each template will generate tear sheets for respective portfolio companies and you'll be able to make any specific customizations on a per portfolio company basis.
An example of some of the queries a founder can perform:
We now expose an audit log of how data values of metrics change. When you click the change log icon we will expose:
Update recipients can now opt out of Updates from specific companies on Visible. (Prior this could happen globally for all companies).
Now that we have thousands of companies sending updates each month we wanted to make sure investors can still receive Updates from some companies but remove themselves from other companies with two clicks.
There is now simply a link in the footer:
We will prompt the recipient to make sure the really want to unsubscribe:
Companies will be able to see who Unsubscribed from their company Updates in the master activity feed as well as individual contact feed.
We now format the axis automatically depending on the format of the respective metric(s)
Note: If you are charting multiple metrics with different formats we will not format the axis.
Dropdowns are now supported in requests. When adding a new block just select the "Dropdown" option.
You'll be able to provide a title, description and as many options as needed.
Companies will be able to quickly search and select their response.