Unsubscribe from Updates

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. 


Dropdowns in Requests

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. 


Updated Metric UX

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. 


For Investors

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!  



For Companies

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!


Data trends in completed requests

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. 

Request Improvements: Choose Sender & Notification Recipients

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. 


Dependent Metrics

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. 

Portfolio Metric Formulas

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. 

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. 

Tear Sheets

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. 

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
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