Tracking Your ARR Movements
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Start your free trial Welcome to part 3 of 4 of our Ultimate Report series. When we talk to our customers and potential customers we love to get an understanding of their “ultimate report”. It’s the report that stakeholders can quickly rally behind and understand how the business is performing, usually to a goal or target.
- Part 4: Coming on July 12th
This week, our ultimate report is ARR Metrics. For any SaaS business, the movements in your recurring revenue are crucial to making decisions, hiring and resource allocation. What makes SaaS metrics great are that they are fairly easy to benchmark across industries.
Tracking Your ARR Movements
This report focuses on 4 key recurring revenue movements.
- New Business ARR: When a lead converts to a customer (for the first time)
- Expansion ARR: When an existing customers increases their recurring spend with you (more seats, better package, etc)
- Contraction ARR: When an existing customers decreases their recurring spend with you (less seats, downgrade plan, etc)
- Churn ARR: When a customer cancels their subscription and doesn’t renew.
If you want to dig into more SaaS metrics and definitions we recommend checking out our friends at ChartMogul and their SaaS Metrics Cheat Sheet. P.s. we have an awesome integration with them!
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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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Operations
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