Product Update: Fund performance dashboard templates for VCs
Belle Raab
Fund performance dashboard templates are here How it works Fund metrics supported in Visible
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Book a demo Fund performance dashboard templates are here
Fund performance dashboard templates empower investors to build a best practice investment overview dashboard in 2-clicks and easily share it with stakeholders or team members.
How it works
Ensure your investment data is up to date in Visible and then select which fund data you want to visualize. Visible automatically creates a dashboard based on best practices. The dashboard includes key fund data and insights that help investors understand and communicate how their fund is performing. From there, the user can customize the dashboard by adding or removing widgets, changing the layout, changing colors, adding commentary and more.
The dashboard can then be duplicated and applied to different funds.
Fund metrics supported in Visible
Visible supports over 25 fund metrics and calculated insights including:
- Total invested
- Average investment amount
- Total number of investments
- Number of exits
- Capital remaining
- Follow on capital deployed
- Gross IRR
- Net IRR
- Multiple
- Total capital called
- New capital deployed
- % of fund called
- Realized FMV
- RVPI
- TVPI
- DPI
- Management fees
- Capital called
- Escrow
- Expenses
- Carried interest
- Distributions
- and more
Learn more about the key fund metrics and calculated insights supported in Visible here.
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Product Updates
Product Update: Turn Emails Into Insights With Visible AI Inbox
Structured data. The holy grail of business intelligence.
Structured data unlocks a realm of possibilities, from setting benchmarks to enhancing decision-making processes. Yet, in the venture capital landscape, accessing reliable, structured data remains a formidable challenge. This is precisely why we created the Visible AI Inbox.
With unique features like automated metric detection and file parsing, the Visible AI Inbox stands out as a pioneering solution for portfolio monitoring. Discover how it can transform your data strategy by meeting with our team.
Turning email into insights
We believe that investors should spend time sourcing new deals and helping founders, not manually copying and pasting data from email 🙂.
The AI Inbox helps aggregate insights that exist siloed in data, files, and updates across a venture firm. Updates from founders often stay stuck in one team member's inbox because it's too time-consuming to extract and enter the data and files into a more centralized repository. Visible AI Inbox makes this possible within seconds.
Requests + AI Inbox = A Complete Picture
The addition of the AI Inbox continues to advance our market-leading portfolio monitoring solution. The pairing of Requests + the AI Inbox will give investors a holistic view of portfolio company performance across a fund.
Visible continues to be the most founder-friendly tool on the market. We’ll continue to build tools in existing workflows where both founders and investors live every day.
How Does it Work?
Visible AI Inbox works in three simple steps.
Forward emails to a custom AI inbox email address
Visible AI automatically maps data and files to portfolio companies
Investors can review and approve content before it is saved
From there, dashboards, tear sheets, and reports are all automatically updated on Visible.
Learn more about how Visible AI Inbox can streamline workflows at your firm by meeting with our team.
FAQ
Will this be available on all plans?
Visible AI Inbox is only available on certain plans. Get in touch with your dedicated Investor Success Manager if you want to explore adding this to your account.
How is Visible addressing privacy and security with Visible AI Inbox?
No data submitted through the OpenAI API is used to train OpenAI models or improve OpenAI’s service offering.
Visible AI Inbox leverages OpenAI GPT 4 and proprietary prompts to extract data in a structured way and import it into Visible.
If you’re uncomfortable with utilizing OpenAI to optimize your account, you can choose not to utilize this feature. Please feel free to reach out to our team with any further questions.
These processes adhere to the guidelines outlined in Visible’s privacy policy and SOC 2 certification.
Metrics and data
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