HubSpot Merged Deals

HubSpot updated their app to allow users to merge deals but did not update their API accordingly. We now make sure to de-dupe any deals that are merged in HubSpot to make sure they do not show up twice in Visible. 

Request Linking - Lite Plan

Companies who are completing requests from our investor platform can now sign up to use Visible Lite for no cost (there is a paid cost for Lite if you are not connected to an investor). 

The Lite Plan will provide companies with the following features: 

  • View all historical request responses
  • Save progress of existing requests
  • Send investor updates
  • Manage a fundraise through our fundraising pipeline
  • Create metrics and chart them in the update editor
  • Manage all of their stakeholder contacts

Metric Alerts

Metrics Alerts were just launched into the investor platform. Metric alerts will allow a user to customize alerts and receive email notifications as portfolio metric data changes. 

You'll be able to set alerts based on three criteria: 

  • Percentage. e.g. a metric changing by a certain % each period
  • Fixed Number. e.g. Runway is less than 4 months or ARR is > $1M 
  • Another metric. e.g. Burn is greater than forecast

We'll batch notifications every 10 minutes as well as let you customize which users should receive the notifications via email. A full log of historical alerts is available in the application as well. 

Request Previewing

Investors are now able to preview any request. This includes both the link of the request as well as the email that the company will receive. 

This is especially useful if you are customizing KPIs on a per portfolio company basis. 


Improved Metric Selector

We recently made an improvement to our chart builder! You can now filter and select metrics by datasource when creating charts. No more scrolling through countless metrics.

Check it out here:

You'll also see the improved metric selector when creating formulas and variance reports.

For Visible for Investor users, this means that you'll be able to pick metrics based on portfolio companies as well!

Greater Chart Legend Control

We just launched two great additions to give you greater control over your chart legends. 

Completely Remove Chart Legend

We recommend using this if you have enough context in the chart title and want to share without a legend. It is also great if you have many metrics on a chart and viewing live in the app or dashboard where you can hover over the data. 

Change Metric Names at the Chart Level

Want to change the name of a specific metric on the chart legend but not change the metric name entirely? You can now change the metric name at the chart level! 

Contacts & Activity Log

Portfolio company point of contacts are now directly integrate with master Contacts. 

With this change, you'll now have an activity log for each of your portfolio contacts. If you have your Home Activity feed enabled you'll start to see events similar to: 

On the contact card itself you'll see any associated companies the contact is attached to (for most contacts it is just one company) and their historical activity feed. 


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