We just added Multiple selects new property type for both the investor and company products.
You can now use Multiple selects as a custom fundraising property to use in your pipeline.
Multiple selects are now supported as a custom property for your portfolio company profiles. Multiple selects can be used in tear sheets, filtering, reports and segments.
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.
Investors, when you viewing a completed request you can now quickly get a trend view of any metric.
Just click the chart icon and we will display up to 12 recent data points through a column chart data visualization.
Dependent Metrics allow for an investor to nest forecasts, budgets and re-forecasts for any of their portfolio metrics.
Dependent metrics will help create reports, variance metrics and more even faster.
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:
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.
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.
Export portfolio company metrics with the click of a button. From the profile page go to:
Metrics -> Export Metrics. We'll generate a download link that that is valid for 30 mins.
Note: Depending on the amount of data it may take a coupe seconds to generate the file.
Once downloaded, the Excel file will contain one tab per time frequency of metrics assigned to the portfolio company.
We just launched aggregated value portfolio company metrics. With the flip of a switch we'll automatically calculate values over time for any of your company metrics & KPIs.
Here is a quick video providing an overview:
To create a sum of any metric just navigate to the settings page and toggle on "Sum portfolio total"
We'll auto-create a table so you can see the respective values for the past six periods for all companies as well as the total value. This will allow you to quickly spot where any irregularities in the data could exist and/or which companies may be missing values.
e.g. in the example below Visible's headcount for Jan 2020 may need to be adjusted.
Aggregated metrics can be used in any of your charts and dashboards. We also created a new section titled "Portfolio Metrics" in your metric settings.