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

New Insights + Insight Builder Experience

We rebuilt our insights layer make it easier to use. We also added new insights and now support 12 insights in total: 

  • Change % (growth between periods)
  • Previous period change (absolute value change between periods)
  • Pervious year
  • Yearly change %
  • 3 period rolling avg.
  • 6 period rolling avg. 
  • 12 period rolling avg.
  • Trailing 3 periods
  • Trailing 4 periods
  • Trailing 6 periods
  • Trailing 12 periods
  • Cumulative Total

Formulas

These new insights can also be used in any formula expressions that you may be using. 


See it action below!


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!


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. 


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. 

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. 

Visible Connect

Visible Connect is our curated investor database and now live. Read the full announcement on our blog

An example of some of the queries a founder can perform: 

  • Filter an investors by stage 
  • Check Size Range
  • Geographic focus
  • Industry & Section
  • If the data is verified (submitted by the investors and vetted by Visible) 
  • much more! 

Audit & Change Log

We now expose an audit log of how data values of metrics change. When you click the change log icon we will expose: 

  • The name of the user who changed the date or if the data came via a request and link directly to the request of the company
  • The previous value
  • The data the value was change as well as time


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.

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