We just updated our Zapier Integration so that you can automatically add investors to your fundraising pipeline on Visible with a zap.
Watch the video above to get a quick overview or you can also read more in our knowledge base.
Customers can now create and manage custom properties for their fundraising pipelines. Current users can read more here!
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.
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!
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!
You can now export contacts to .csv. We'll include:
Read more in our knowledge base.
We launched new insights for any of your metrics in Visible. We now help calculate:
These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well.
We now automatically refresh any new accounts added to Xero or QuickBooks if they have been added after the initial integration setup. No more pinging support ;)
We also added support for Foreign Currency Gains & Losses from Xero.
A small improvement that now shows a contact's respective lists in the fundraising CRM.
We recently made an improvement to our chart builder! You can now filter and select metrics by datasource when creating charts. No more scrolling through countless metrics.
Check it out here:
For Visible for Investor users, this means that you'll be able to pick metrics based on portfolio companies as well!
We now sync your QuickBooks Online data based on your default method in QuickBooks. This means that we now support cash accounting reports!