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.

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