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.

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. 

New Metric Insights

We launched new insights for any of your metrics in Visible. We now help calculate: 

  • Previous period change (great for finding the change between balances. e.g Cash in Bank paired up with previous period change gives you change in cash)
  • Trailing 3, 4, 6 and 12 periods

These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well. 

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. 


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