AI Docs
Your Deal Terms Shouldn't Live in a PDF
Every SAFE, convertible note, and equity round agreement has terms buried inside it. AI Docs extracts investment data so it's structured and searchable.
One Buried Term Can Throw Off Your Whole Fund
The terms of every investment you’ve made exist somewhere, in a SAFE, a convertible note, an equity round agreement, sitting in a folder as a static document. When someone needs to know the valuation cap on a note, or whether a specific investment includes pro rata rights, the answer means opening the original file and reading it, every time.
That’s fine for one document. It’s not fine for a portfolio of them, and it’s not just a time problem. A missed conversion term or a wrong cap doesn’t stay contained to one deal, it flows into your fund’s marks, your multiples, and eventually the numbers you put in front of an LP.
Your Fund's Numbers Are Only as Good as Your Least Accurate Deal Doc
That gap between “we invested in this” and “here's exactly what we agreed to” shouldn't take a file search every time it comes up, and it definitely shouldn't be where a fund-level number quietly goes wrong. We've watched enough funds keep their most important terms trapped in static PDFs that we built Visible to read them once and keep every downstream number correct. 950+ venture capital funds trust Visible with their portfolio and investment data.
Visible has been transformative for Expa, significantly reducing the time we spend on portfolio outreach. Requests make it simple to tailor and adjust our outreach and have boosted response rates from our companies.
Visible has streamlined our data collection, providing a centralized source for all portfolio information. Exporting directly to Google Sheets enables in-depth analysis and lets me respond quickly to ad hoc requests.
Antler uses Visible with 750+ portfolio companies across 20 countries. The platform makes it manageable to stay on top of a large portfolio - and benefits portfolio companies, as we can provide benchmarking on portfolio metrics.
From Signed Document to Structured Data
Upload a deal doc once. AI Docs handles the rest, from the individual term to the fund-wide number it feeds into.
Every Deal Feeds the Same Fund Performance Number
Individual investment records roll up automatically into fund-level performance, so the number in your next LP report is built from the same structured data as every deal underneath it, not reconciled separately.
Key Terms Pulled From SAFEs, Notes, and Equity Rounds Automatically
Upload an investment document and AI Docs extracts round, transaction, and share class data automatically, with no manual data entry required.
Review Extracted Terms Before They're Approved
Confirm extracted data is correct, edit anything that needs a fix, or re-extract if something looks off. Nothing is finalized until you approve it.
Every Deal, Searchable Instead of Filed Away
Once approved, round, transaction, and share class data live directly on the company's profile, structured and ready to reference, not buried in a PDF you'd have to reopen.
Multiples and Gains, Calculated for You
Entry valuation, ownership percentage, investment multiples, and unrealized gains and losses are calculated automatically from the data already on file, not rebuilt in a separate spreadsheet.
Valuations Without a Reconciliation Project
Update fair market value round by round, and every dependent metric recalculates with it, meaning no manual math required.
Reflect What Actually Happened to the Investment
Exit a position fully or partially, or convert a note to equity, and the record updates to reflect it, so your investment data stays current as your position evolves.
Track Investments in Their Original Currency
Enter investment data in a currency different from your fund's operating currency, so international deals don't require a manual conversion every time you look at them.
Three Steps to Consistent Data From Inconsistent Inputs
Upload a Deal Doc
A SAFE, a convertible note, or an equity round agreement, straight from the company's investment profile.
Let AI Docs Extract the Terms
Round, transaction, and share class data get pulled out automatically.
Verify and Approve
Confirm the extraction, make any corrections, and the terms become part of your fund's structured performance data, not just that one company's record.
Turn Deal Docs Into Decisions
Stop rereading documents to answer questions you've already answered.
AI-First · White-Glove Service · SOC 2 Type II
