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. 


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. 

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. 

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. 

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. 


Portfolio Company Excel Data Exports

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. 


Aggregated Portfolio Metric Totals

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. 



New Request Types - Dates & Booleans

Requests can now include dates and yes/no questions. These are great for gathering more structured data from your portfolio companies.  

We also gave the Request editor a facelift and improved some UX/UI to make it easier to build requests. 

  • Dates: Great for Cash Out Date, Expected Next Raise, Last Time Raised
  • Yes/No: Great for structured questions. e.g. "Do you have D&O Insurance?", "Do you have an underrepresented member on your board?"


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