Improve Workflows With the Visible + Airtable Integration

Matt Preuss
Marketing Manager
"This just made my reporting life 100x easier" — Olivia O'Sullivan, Forum Ventures

Jay Baer said, “We are surrounded by data but starved for insights.” Having a system to leverage your data to uncover insights takes a venture capital firm’s operations from good to best-in-class.

With the Visible + Airtable integration, you can automatically send reports from Visible to an Airtable database. Check out the portfolio information that can be exported from Visible Reports below:

  • Company Properties (Ex: Sector, HQ location, Recent Updates)
  • Investment Properties (Ex: Latest Price Per Share, Ownership %)
  • Metrics/KPIs with custom insights (Ex: Revenue, Revenue QoQ)

Learn more about how you can leverage Visible + Airtable for your firm by booking a call with our team below:

How it Works

Export your Visible Reports to an Airtable database with two clicks. Simply navigate to the report you’d like to export, connect your Airtable account, and sit back while your Visible Report is automatically sent to Airtable.

From here, combine data with existing data in Airtable to streamline reporting and uncover new insights across your fund.

Put Visible + Airtable to Work for Your Firm

Ready to level up your portfolio management and reporting at your firm? Schedule a call with our team to learn more about how you can leverage Visible to centralize portfolio company data, uncover insights, and power your LP reporting and team meetings.

You may also enjoy:
Customer Stories
Building Trust and Vulnerability in Business with Max Yoder
On the fourth episode of the Thrive Through Connection Podcast, we welcome Max Yoder, the Founder of Lessonly and author of Do Better Work. Lessonly was an Indianapolis-based company that grew to over 300 employees and $30 million in annual recurring revenue before being acquired by Seismic in 2021. Max joins us to share the lessons he learned from scaling Lessonly and writing Do Better Work. About Max In addition to growing Lessonly to 300+ employees and leading it through a successful exit, Max became known for his thoughtful approach to leadership, insights he captured in his book, Do Better Work. He’s had a front-row seat to the highs, lows, and daily challenges that startup founders and leaders face. In this episode, Max breaks down the countless relationships that shaped both Lessonly and Do Better Work. Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Max. You can give the full episode a listen below: Spotify Link Apple Link What You Can Expect to Learn from Max How the mission and vision for Lessonly came to life How mentors helped shape decision-making and strategy in the early days The advantages of having a strong network What it means to lead with vulnerability The importance of aligning with investors and partners Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to your podcast. You can find links to your favorite podcast hosts below: YouTube Spotify Apple
Fundraising
Finding the Right Investors with Laurel Hess
Reporting
Navigating Investor Relationships with Brett Brohl
Fundraising
Going From Operator to Funder with Leo Polovets