Product Updates

Getting structured, consistent updates from your portfolio companies is one of the most important — and often most painful — parts of investor operations. Whether you’re managing a growth-stage fund with dozens of companies or just getting organized as an early-stage firm, the ability to centralize performance data is critical to helping your team, your LPs, and your founders succeed. That’s where Visible comes in. In this post, we’ll walk you through how to build a streamlined, scalable reporting workflow using Visible — one that gets you clean, structured data with minimal back-and-forth and maximum insight. Step 1: Finalize Your Metrics and Properties The foundation of any great data collection process in Visible is your data structure — that means defining the metrics and properties you want your portfolio companies to report on. Metrics are time-series KPIs (e.g., Revenue, Burn, Runway). Properties are qualitative fields that give context (e.g. Highlights, Lowlights, Asks) As an investor, you have full control over what data you collect. You can tailor metrics and properties to your investment strategy or reporting needs. Once a company submits a request, their responses will be mapped automatically to these fields in your account. Learn how to create Portfolio Metrics → Learn how to create and edit Properties → Pro Tip: Start with a simple set of 10–15 key metrics and 3–5 properties. This gives you high-signal data without overwhelming your founders. Step 2 (Optional but Recommended): Invite Companies to Visible While founders don’t need a Visible account to complete your request (they can always fill it out via a secure link sent to their inbox), inviting them to create a free account unlocks some advantages: They can view and refer to past data, so they’re not starting from scratch each time. They can pre-fill requests with AI, saving time and improving accuracy. They can save their request progress as a draft and come back at any time or collaborate with teammates as needed. They can turn the same data into investor updates that can be used to nurture relationships with current and prospective investors. They can update their metrics in Visible and then link them directly to investor requests. It’s faster, accurate, and lets them reuse their data across updates and dashboards. In short, you make their life easier — and that makes them more likely to complete requests consistently. How to invite portfolio companies → Why a free Visible account helps founders → Step 3: Create Your Request Now it’s time to build your first request. Visible’s Request Builder lets you create fully customized, recurring (or one-time) forms that ask for exactly the metrics and properties you care about. You control: Which companies receive it Which metrics/properties are requested The frequency (e.g. quarterly, monthly) Deadlines and reminders How to build a recurring request → Best Practices:Most investors ask for data quarterly and request 10–15 metrics per company. This keeps the lift manageable for founders and gets you a strong dataset.We also see that investors achieve the highest response rates when they send ~5 notifications for the request. Typically there are two notifications prior to the request, one on the due date, and two after the due date. Pro Tip for Your Portfolio Companies: If a founder is using Visible, they can leverage AI to auto-fill the request by uploading related files and then they can repurpose that data into an update for all their investors — saving hours of work. Step 4: Supplement with the AI Inbox Even with structured requests, founders will often send insights via email. Instead of letting those updates live in your inbox, use Visible’s AI Inbox. Just forward an email to your unique AI inbox address, and Visible will: Match the email to the correct company Extract the metrics Create an AI generated summary Add the metrics to a company’s profile automatically This turns unstructured emails into usable, structured data. How to set up your AI Inbox → Pro Tip: Add your AI inbox address as a contact, or set up auto-forwarding from a shared team email to streamline this process. Step 5: Pre-Fill Data to Save Time for Founders Already have a data point from the AI Inbox or that you’ve added manually? Save your founder from entering it again by pre-filling the field in their next request. This: Reduces friction Encourages higher response rates Improves data consistency How to pre-fill responses with existing data → Best Practice: Even if there is not currently data associated with your portfolio companies today, we recommend toggling on pre-fill existing data to ensure that metrics will populate if they are added in the future. Bring It All Together By following these five steps, you can build a data collection process that serves as the foundation for your reporting, portfolio analysis, and centralized data management — giving you the structured data you need, without creating manual overhead. With Visible, you can: Define your data structure once Automate recurring collection Capture both structured and unstructured updates Give founders an easy way to report — and benefit from the process A well-run data collection process doesn’t just help you track performance. It builds trust with your portfolio and gives you the data to help them grow. Want help setting this up for your fund? Reach out to our team or explore more best practices at support@visible.vc

Keeping investors up to date is a key touchpoint in the founder <> investor relationship. With our latest improvements, you’ll gain deeper insight into what resonates, enabling you to build stronger connections with your stakeholders. Here is what is new with Updates: 👍🔥🙌🎉😮 We now support multiple emoji reactions for your Updates. Instead of just the standard thumbs up, investors can choose different emojis, and you’ll be able to see these directly from your Update analytics. Export Update Analytics Speaking of analytics, now you can quickly export your update analytics to share or review at scale. This includes: Delivered (status) Total Opens Last Open Links Clicked List of Links Clicked Export your data below: Search Update Analytics The average founder sends their Visible Updates to 68 recipients. With 68+ recipients, It can be difficult to quickly find how an individual responded or interacted with a specific Update. With our newest improvement, you can now search analytics to find specific contacts.

Teams at leading funds rely on Visible’s AI Inbox to turn email updates into clean, structured data, automatically mapped to the right portfolio company. But as reporting formats and file types have evolved, so have the needs of our users. That’s why we’ve made some powerful upgrades to AI Inbox, enhancing how it extracts data, processes large files, and provides you with more control when you need it most. Smarter Model Selection for Better Results You can now choose which AI model to use when extracting data from files and email updates. In addition to OpenAI’s GPT-4.1, we’ve added support for Gemini and other models to give you complete control over how you use AI to structure your data. Whether you're working with board decks, Excel exports, or investor updates pasted into emails, AI Inbox adapts to get the most accurate data possible. Customize AI Instructions for Edge Cases Most documents work great with default settings, but for edge cases, you can now guide the AI with custom instructions. Use the new “Configure extraction” option to: Add context (e.g. "Check the table on page 8 for financial data" or "Ignore embedded charts") Refine the extraction and interpretation of metrics Troubleshoot unusual layouts or inconsistent formatting This empowers you to adapt the AI Inbox to your specific needs in one-off scenarios. Try the Refined AI Inbox If you’ve used AI Inbox before, you’ll notice the improved performance immediately. If you’re new to it, now's a great time to start structuring and centralizing your data with AI Inbox. Log in to Visible and give it a spin for yourself (or learn more about AI Inbox here)!

When monitoring a portfolio, having the right insights at the right time is crucial. Whether it is a sudden dip in cash runway or a surge in MRR, knowing exactly when portfolio company key metrics shift can mean the difference between proactive support and missed opportunity. Our recent updates to Metric Alerts make it easier to stay connected to your portfolio’s performance. Support Companies With Smarter Alerts We have redesigned Metric Alerts to help you monitor your entire portfolio with ease, spot red flags faster, and stay connected to each company’s performance. A New Home for Alerts Metric Alerts now live in a dedicated section of your sidebar under Monitoring. Here you will find: A New Alert button for fast setup A Log View showing every triggered alert with icons, timestamps, and direct links to your portfolio metrics Easy edit access. Click the metric name or the icon button to quickly update alerts in a side panel Now you can manage all alerts in one place without any hassle. Portfolio-Wide Metric Selection You no longer need to set up alerts company by company. With the Metric Alerts, you can: Select any Portfolio Metric, such as Revenue or Runway, and apply the alert across all companies Receive notifications when a company’s metric meets a specific criteria Creating alerts across your portfolio ensures that you will never miss any shifts across your portfolio. Proactive Support Metric Alerts equip you with actionable information to stay on top of material changes. Use the Log View to track historical alerts and identify patterns Drill down to the Metric page from the alert to conduct further analysis Edit alert criteria instantly using the side-panel form Founders rely on you to be proactive, responsive, and informed. With Metric Alerts, you can stay connected to the numbers and the people behind them. Put Metric Alerts to Work The new and improved Metric Alerts are now available to all Visible customers. Whether you are looking to monitor key metrics across your entire portfolio, catch red flags sooner, or strengthen your relationships with founders through proactive insights, Metric Alerts are designed to keep you connected and in control. To explore how Metric Alerts can streamline your portfolio monitoring and support your investment strategy, head here.

Managing your fund data isn't just about when you initially invested; it's about understanding the whole story over the investment's lifetime. We’ve reworked the investments feature in your portfolio view to provide enhanced flexibility and a more streamlined view. See the Full Story Behind Every Investment To date, you've been able to track investments in Visible. Now, you can more easily associate investment transactions with rounds and track associated cash flows. The updated investments experience makes room for these scenarios and gives you the flexibility to track them cleanly and accurately. Increased Flexibility and Organized Tabs We’ve introduced a new tabbed layout within each company profile so you can easily toggle between different categories of investment data: Introducing Transactions Tab Log any inflow or outflow related to a company (investments, exits, distributions, interest payments, dividends, and more). Each cashflow includes fields for the name, amount, date, type, description, and associated round (if applicable). A summary at the top makes it easy to see inflows and outflows. You might receive interest payments as a company pays down debt Distributions could be tied to performance thresholds or revenue share agreements Rounds Tab The rounds tab expands on what previously existed in Visible. Now, you can create a round and associate multiple transactions with the round in the event you invested out of multiple funds or acquired different share classes. FMV Tab The FMV tab consolidates how the value of your positions have changed over time, making it easy to understand the story of your investment performance. Improved Investment Tracking Workflows The new transaction tab will not only support additional new transaction types but also help improve workflows for tracking investment data. When you log a new investment or exit, we’ll automatically create a corresponding cashflow entry to save you time, and you can always edit or override the details as needed. If a cash flow is tied to a round, we’ll pre-fill certain fields to make data entry easier, while still giving you control over things like the date (especially useful when the transaction date differs from the round close date). You can also create custom transactions that aren’t tied to a specific round. Whether you’re receiving a one-off dividend or logging a revenue-based return, the process is quick and flexible. A Clearer Picture of Performance With more complete transaction tracking, you can: Calculate IRR with greater accuracy Understand the full financial journey of each investment Organize capital movement in a way that’s easy to reference, analyze, and share No more stitching together spreadsheets or guessing at timing. Everything you need is now in one place. The new investments model is live! Log in to your Visible account or request a call with our team below to learn more:

At Visible, our mission is to equip founders and investors to thrive. Our platform has evolved significantly over the past few years—from a simple investor update solution to a comprehensive suite of offerings for founders and investors alike, including, but not limited to data rooms, pitch decks, fundraising pipelines, portfolio monitoring, insights, AI-powered tools, and LP reporting. We’re rolling out a major update to Visible’s navigation to support our evolving platform on Tuesday, March 18th. The new navigation is designed to enhance accessibility, improve efficiency, and scale with you. A More Personalized Experience With this update, we’re making navigation more intuitive and scalable by introducing Favorites — a feature that allows you to save the items you use most frequently, ensuring they’re always at your fingertips. These favorites are personalized to each individual user, making it easier than ever to jump straight into what’s most relevant to you. Company-Wide Consistency In addition to personalized favorites, we’re keeping pins at the index level, ensuring that key sections remain accessible to everyone in your company or fund. This balance of personalization and consistency means that while individuals can customize their experience, teams can still align on shared priorities and workflows. Organizing the Sidebar by Use Case To further streamline navigation, we are now organizing the sidebar by use case, grouping related features together to make it easier to find what you need. Whether you are managing your fundraising pipeline, tracking portfolio performance, or preparing LP reports, the new sidebar structure helps guide you to the right tools efficiently. This update reflects our commitment to providing a more intuitive and user-friendly experience. Built for Scale As we continue to build new tools and capabilities, our updated navigation is designed to scale with us—making it easier to introduce new features while keeping your experience seamless and intuitive. What’s Next? This navigation update is just one step in our journey to making Visible the best platform for private market participants. We’re committed to continuously improving the experience for our users, and we’d love to hear your feedback. Check out the new navigation in your account starting March 18th!

Visible started as a way for founders to update their investors but has since transformed into a purpose-built platform for both founders and investors. Since 2014, we’ve powered over 3M interactions between founders and investors. Our brand refresh represents our commitment to equip founders and the investors who back them. Founders can now manage their investor relationships and capital raises from start to finish. Investors can centralize data, uncover insights, and report to their LPs and stakeholders—all from one place. We are excited to unveil our refreshed brand, marking the beginning of the next decade in our dedication and commitment to founders and investors. Equipping Founders and Investors for Growth Raising capital is fundamentally about building relationships. Founders and investors spend months forging connections that, once solidified by a term sheet, can evolve into partnerships lasting 8 to 10 years and beyond. We set out to highlight the people behind the investments, not just the companies or firms they represent. As we continue to grow, you'll notice more familiar faces from different startups and venture funds featured on our site (👋 Hi Lacey!). Shaping Our Future Across our website and marketing assets, you’ll see 3D shapes floating in the background. While they add aesthetic appeal, they also carry a deeper meaning. For example: We believe raising capital from VCs or LPs closely resembles a fundraising funnel, a concept brought to life through the funnel shape that appears across various pages and assets. Sphere, torus, and pill shapes symbolize the connections between VCs, founders, and stakeholders, reflecting the interwoven nature of these relationships. These forms also symbolize forward momentum and the continuous progression within the venture ecosystem. As our product has evolved to offer greater flexibility in moving data into and out of Visible, you'll notice pipes integrated into the design, visually representing the seamless flow of data through our platform. Logo and Wordmark To maintain and perpetuate our brand equity, we opted to anchor our brand to our current logo and wordmark. The Visible logomark is made from three overlapping, equilateral triangles. Each triangle is slightly transparent, allowing the mark to interact with other design elements. These triangles represent human relationships and the connection between founders and investors, which is core to our mission and vision for our company. Color Palette Our signature black primary color remains, but we've refined our palette for a fresh look. We've transitioned from a complex, rich color scheme to a more cohesive and defined palette, creating a unified and bold approach to color across our brand. Introducing the new Visible color palette: Product Guided by our core values of trust and transparency, we designed our product to embody these principles. Our product visuals across the site are predominantly high-fidelity for the first time, highlighting its capabilities visually rather than relying solely on words. The updated typography and refined color palette are seamlessly integrated into our product screens, further enhancing the overall brand experience. Voice & Tone A brand is more than just its visual identity; it requires a voice and tone that harmonizes with its design. We aimed for our voice to be authentic, credible, and consistent, supporting both investors and founders alike. This commitment led us to define key principles for our voice and tone: Be a guide Less is more Recognize that different users face different challenges As you explore our marketing site, we hope Visible reflects these values and resonates with you. Transparency = Trust As we noted earlier, raising capital is fundamentally about relationships. Trust and transparency form the foundation of any strong connection. Throughout our website, you'll notice subtle transparency elements that embody this core principle. This new iteration of our brand is built to scale, but that doesn’t mean we won’t continue to evolve and elevate the experience for the betterment of our prospects and customers. Here's to shaping the next 10 years! Up and to the right,  The Visible Team

Visible Updates allow founders to send beautiful investor updates via email, link, and PDF. To help founders even further customize their updates, we’ve got two new releases to our update editor. Check them out below: Improved Text Alignment You can now align text on the left, right, and center. Highlight the text you’d like to re-align and select your alignment, as shown in the screenshot above. Change Text Color Easily change the color of your text in Visible Updates. Want to show a positive growth month in green? No problem. Select the text and the color, as shown in the screenshot above. Check out the editor improvements and draft your next investor update below:

We pride ourselves on building the most founder-friendly and frictionless tools on the market. We’re excited to announce three new ways we are changing the game for how founders can share data and report back to their investors. Let’s take a step back for a moment. Founders are tasked with many roles. In addition to building a product, hiring top talent, and growing their business, founders must manage relationships with current and potential investors. As an investor, collecting the data most useful to your firm can feel like a balancing act, as you need enough data for your LPs and your portfolio insights. However, great investors want to respect the founder's bandwidth and being overly burdensome. Our recent set of Visible Request improvements has bridged the reporting gap and made sharing data with investors easier for founders. Check out three recent improvements to help make things easier for your founders below: Pre-Fill Data Points With Known Data Firms using Visible are getting portfolio company data into Visible in multiple ways, with requests, uploading historical data, and using the Visible AI Inbox. This means they already have data points in Visible for some portfolio companies when sending a Visible Request. With pre-filling data points, you now have the option to allow founders to use existing data points when filling out a request. Founders will have a chance to review exisitng data and fill in any gaps. View Historical Request Responses When completing a Visible Request, it can be helpful for founders to have context of their previous responses. For founders completing Visible Requests, they can now compare the current requests with their historical responses to help ensure they’re sharing the same information from request to request. Autosaving Requests Lastly, we now securely autosave partial completions when completing Visible Requests. Founders can also sign up for their free Visible account to save progress (cross-browser) and collaborate with their executives. Leverage Founders First Tools for Your Firm Ready to build a powerful portfolio monitoring system for your firm while staying founder first? Schedule a call with our team to learn how you can use Visible to centralize portfolio company data, build powerful dashboards, and uncover new insights.

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. Visible AI Inbox Best Practices We'll be sharing best practices for how investors are leveraging Visible AI Inbox in our bi-weekly newsletter, the Visible Edge. Stay in the loop with best practices and product updates by subscribing below:

Accessing portfolio data and information across your tech stack is a surefire way to streamline your firm’s operations. To help you connect your reporting tech stack, we’ve built new Zapier triggers and actions. With our improved Zapier integration, you can now: Trigger a Zapier action when a Visible Request is completed Create a portfolio company in Visible (based on a Zapier action) Create or update a contact in Visible (based on a Zapier action) Visible + Zapier Examples Check out a few examples below to see how firms are putting Visible + Zapier to use for their workflows: When a Visible Request is completed → send a Slack message When a Visible Request is completed → update records in Affinity, 4Degrees, Notion, or your CRM When a new company is added to Affinity, 4Degrees, Notion, or your CRM → Create a new portfolio company in Visible Get Started With Visible + Zapier Learn more about how you can set up Zapier + Visible to integrate your tech stack by scheduling a call with our team below:

"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.

Understanding which investors are engaging the most with your fundraising assets such as Visible Decks, Visible Updates, and Visible Data Rooms gives you insight into where to best spend time during the fundraising process. A New Contact Activity Page With this latest product update, we've made it easier to discover important engagement activity from the investor contacts stored on Visible. You can use these contact insights to determine who your most engaged investors are and when is best to follow up next. The updated contact page now displays all properties, engagement trends, recent activity, and the latest shared items, all in one view. Check Out Your Investor Activity Ready to see how investors are engaging with your Visible assets? Log into Visible below to take a look at the new contact pages for your investors:

Visualizing and analyzing portfolio data is an important part of taking portfolio monitoring seriously at any venture firm. Visible makes this easy with four different dashboard types: Flexible dashboards Portfolio metric dashboards Fund performance dashboards Tear sheets (which have the same functionality as flexible dashboards but are restricted to a one-page format) Related resource: Unlocking Venture Capital Portfolio Insights with Dashboards In these latest product updates, Visible makes it easier for VCs to maintain data visualization accuracy and ensure that the qualitative information about portfolio companies is as up-to-date as possible on flexible dashboards. The main reason VCs create flexible dashboards on Visible is to support their internal portfolio review meetings. These meetings help VC firms align on the progress updates across the portfolio and make strategic decisions related to portfolio support and follow-on investments. Keep reading to understand how recent product updates make it even easier to manage and update data visualizations on Visible's flexible dashboards. Recent Dashboard Management Product Updates Setting date ranges at the dashboard level With this product update, investors can filter entire dashboards by a custom date range in addition to setting specific date ranges at the widget level. This streamlines the dashboard creation and maintenance process. Automatically updated company highlights and lowlights Investors can now request properties in Visible Requests and when companies submit their responses to qualitative questions, the property widgets are automatically updated on dashboards. This saves investors several steps in the process of making qualitative updates from their companies accessible to their wider team. Editing properties inline on dashboards This update lets investors quickly edit the property values displayed on portfolio company dashboards. Examples of properties commonly updated include: "Recent updates" "Company description" "Notes" "Last discussed" Giving users the ability to edit properties directly on a dashboard means investors don't have to navigate back and forth between the dashboards and properties section to make changes to their dashboards.

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.