Upload contacts via CSV

Admittedly, this one took us a bit to get to but it is finally here! Users can now upload up to 200 contacts at once via CSV. Read more in our knowledge base here

Multiple select now supported

We just added Multiple selects new property type for both the investor and company products. 

For Companies

You can now use Multiple selects as a custom fundraising property to use in your pipeline. 


For Investors

Multiple selects are now supported as a custom property for your portfolio company profilesMultiple selects can be used in tear sheets, filtering, reports and segments.

Videos in Updates

You can now embed videos directly in Updates. We currently support the following video providers: 

We will play the video directly in an Update when viewed on Visible or via a shared link

When delivered via email, we will show a GIF preview if supported by the player as well as a play icon. This will take the recipient directly to the video. 

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. 

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