Blog

Product Updates

The latest updates and improvements to the Visible application.
investors
Product Updates
Metrics and data
Product Update: Fund performance dashboard templates for VCs
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.
founders
Product Updates
How Founders Leveraged Visible in 2023
For the venture capital world, 2023 has largely been characterized by slowed fundraising activity. Over the year, we’ve seen thousands of founders utilize Visible to update investors, track key metrics, and manage their fundraising efforts. Learn more about how founders utilized Visible to strengthen relationships with current and potential investors during a challenging year below: Update Your Investors Over 672,000 investors received a Visible Update in 2023. The average Visible Update was sent to 56 investors — more than the number of current investors most founders have. We’ve seen founders leverage updates to nurture their potential investors to help strengthen relationships for when it is time to “actively” raise.” Check out a few Visible Update features we released in 2023 below: Build out updates using best practices from other founders with content blocks Add past updates to your Visible Data Room to help show potential investors your commitment to communication Turn your Visible Requests from investors into a shareable update with Visible AI Share Your Pitch Deck With 61,000+ Visible Deck views in 2023, we can learn how founders approach their pitch deck sharing. Like previous years, July and August saw pitch deck sharing slow down with activity picking up in October and November — surpassing activity from the spring and early 2023. We found that pitch decks with 12 or fewer slides receive the most activity/views from investors. Check out a few of the Visible Deck features we released in 2023 below: Add decks directly to your Visible Data Room Move investors down your fundraising funnel with call-to-actions Build Your Data Room We launched Visible Data Rooms in 2023! With data rooms, you can now manage all parts of your fundraising funnel with Visible. Find investors with Connect, our free investor database. Track your conversations in our Fundraising CRM. Share your pitch deck with potential investors. And communicate with current and potential investors with Updates. Over 30,000 files were uploaded to Visible Data Rooms in 2023. Learn more about data room improvements we released in 2023 below: Share your Visible Data Room via link Add a call-to-action to your Visible Data Room to help move investors down your funnel Preview documents and PDFs directly in data rooms Manage Your Fundraise Founders created 2,800+ Visible Pipelines in 2023. Like Decks, we saw the number of pipelines being created slow in the summer and pick back up in the fall — a promising sign for 2024. As fundraising has slowed in 2023, founders are utilizing Visible Pipelines to keep tabs on their ongoing conversations so they can raise faster when the time is right. Learn more about some of the Visible Pipeline features we released in 2023: Add multiple investors from Visible Connect, our free investor database, to your fundraising pipeline in one click. Better navigate between investors and stages with our new fundraising table and UI Automatically log conversations outside of Visible with BCC Track Key Metrics A core role of a startup founder is to track high-level metrics and share them with investors and stakeholders. For first-time founders, determining which metrics to track and who to share them with can be intimidating. To help, we analyzed our data to find what the most commonly tracked and shared metrics in Visible were in 2023: Revenue Cash Balance Runway Gross Profit FTE Headcount Check out some of the improvements we made to dashboards, metrics, and integrations in 2023 below: Display changes to key metrics with waterfall charts Liven up your charts with gradient charting options Improve dashboard sharing with our improved widget and dashboard design.
investors
Product Updates
Product Update: Conditional blocks supported in Visible Requests
Visible now lets investors add conditional blocks to a Request. This equips investors to build even more founder-friendly data Requests by only asking for relevant details from companies that meet certain conditions. What are conditional blocks? Conditional blocks are displayed only in a Request when a company meets predefined criteria (or condition) set by an investor. This way investors can keep Requests sent to portfolio companies as concise as possible. Related resource: What metrics should I be collecting from my portfolio companies? Examples of using conditional blocks in a Request An example of when an investor might add a conditional block to a Request is when an investor is collecting information related to companies' recent fundraising. In the example below an investor is asking for additional fundraising details based on the condition that the company is actively fundraising. By using a conditional block, companies who are not fundraising will not be asked questions that are not relevant to them. Over 350+ VCs use Visible to streamline their portfolio monitoring and reporting.
investors
Product Updates
Product Update: Investment overview table
What's new The investment overview table on portfolio company profiles is now more comprehensive. In addition to portfolio data collection tools, Visible also empowers VC firms with a source of truth for their portfolio investment records. Visible's investment data solution is more accessible and easy to digest than the status quo Excel file master sheet that many firms rely on... but don't really trust. With this recent update to our investment data tracking solution, we've made the overview table on companies' profiles more comprehensive so you can see the history of changes to fair market values and exits all in one view. Previously changes to fair market value were handled in a separate window which required users to take additional steps to make edits. What's included in a portfolio companies investment table overview The following details are included in a companies investment table overview: Direct investment details Visible supports the following investment types Equity, SAFE, Convertible Note, Debt, Token, and other Follow on investment details Visible lets investors track rounds even if they do not participate Changes to fair market value Visible lets users document the FMV justification, notes, and who it was approved by Exits Visible empowers investors to keep track of exit details which keeps their fund metrics up-to-date and accurate Related resource: VC Fund Performance Metrics 101 (and why they matter to LPs) Learn more about Visible's investment data tracking capabilities by meeting with our team.
investors
Product Updates
2023 Product Highlights | Visible's portfolio monitoring and reporting solution for investors
This year Visible made it even easier for investors to collect important information from their portfolio companies, transform it into meaningful insights, and share engaging updates with their teams and stakeholders. 2023 by the numbers 8k+ - The number of portfolio companies actively monitored on Visible 92k+ - The number of reminder emails investors didn't have to send 12k+ - The number of LP Updates sent to investors Check out Visible's highlighted 2023 product updates below. Updates to getting data into Visible Over 350+ VC funds are using Visible to streamline the way they collect and centralize data from their portfolio companies. Here's how the recent product updates make this process even easier. Automatically import KPI data with Visible’s Portfolio metric import tool. (Learn more) Request information from portfolio companies based on conditional logic. (Learn more) Easily collect 6 periods of historical and forecast data from your companies. (Learn more) Schedule a One-time Request to collect any data on a one-off basis. (Learn more) Ask for property information in Requests to keep company profiles up to date. (Learn more) Updates to transforming data into meaningful insights To get the most value out of portfolio data, investors need tools that make it easy to transform the data into portfolio intelligence. Visible's data analysis tools help investors unlock insights to improve the way they provide support and inform investment decisions. Compare performance across your portfolio with Portfolio metric dashboards. (Learn more) Customize and scale your LP reporting with Tear sheets. (Learn more) Slice and dice portfolio data with Segment metrics. (Learn more) Save time by applying a Dashboard template to all your companies. (Learn more) Updates to communicating portfolio information with stakeholders The most valuable types of insights are the ones that are easiest to communicate and share with others. Keep reading to learn how Visible made it even easier for investors to keep key stakeholders up to date. Integrate qualitative responses from companies directly into your Tear Sheets and Dashboards. Learn more. Track, visualize, and share 25+ fund metrics including IRR, MOIC, TVPI, DPI and more. Learn more. Portfolio companies can turn responses to Requests into narrative updates using Visible AI. Learn more. Join a community of over 350+ VCs streamlining their portfolio monitoring and reporting with Visible.
investors
Reporting
Product Updates
Product Update: Analyze Your Portfolio Data with Segment Metrics
Visible recently released Segment Metrics, a premium portfolio insights tool for VCs. The solution empowers investors to answer key questions about their portfolio performance in seconds instead of hours. How investors can unlock portfolio insights faster with Segment Metrics With Segment Metrics investors can find insights related to the sum, average, minimum, and maximum for any custom segment of their portfolio metric data and investment values. Example Segment Insights Examples of insights that can be uncovered with Segment Metrics include: The amount invested in female founders vs non-female founders The breakdown of investments based on sector, geography, and stage A comparison of revenue across seed-stage investments Investors can keep track of these insights by embedding the data visualizations on flexible, shareable dashboards in Visible as shown in the example below. Learn more about setting up Segment metrics in our Knowledge Base. Learn More About Visible Visible has a suite of tools to help with portfolio data analysis including Robust, flexible dashboards that can be used for Internal Portfolio Review meetings Portfolio metric dashboards to help with cross-portfolio insights Learn more about how 400+ Venture Capital investors use Visible to streamline their portfolio monitoring and reporting.
founders
Product Updates
Reporting
AI Meets Your Investor Updates
Did you know that 60% of investors don't hear from their portfolio companies on a regular basis? This means that the startups sending regular communications to their investors stand out the most. In fact, startups that provide regular investor updates are 3x more likely to receive follow-on funding. Making the time to write a compelling investor update regularly can be challenging. This is where Visible AI comes in. What is Visible AI Visible AI automatically turns the Request responses that portfolio companies submit to Visible into a narrative Update that startups can use to share with other investors and stakeholders. This equips founders to send regular, professional communications to all their greatest supporters (and sources of follow-on capital), with ease. Learn more about Visible AI and how you can leverage it with your Visible account below. How it Works Visible AI is available to founders who are completing Visible data Requests from their investors. Using the metrics and qualitative answers from a data Request, Visible AI adds context and builds charts to turn the information into a Visible Update that can be shared with other investors and stakeholders. Visible AI Update Example Using the qualitative answers and data included in your Request, we’ll help you turn the response into an Update using the following logic: “{Company Name} Investor Update” — For example, “Acme Co Investor Update” In order to create the content of the update we built a prompt for OpenAI that contains questions and answers from the request. We will create charts and tables for any metrics using the following logic: If a metrics question contains >3 metrics we will create a single table with all these metrics within the update Otherwise, we create bar charts for each metric in the question. Note: if a metric only has a single data point we will create a number chart instead. As always, we recommend reviewing your Update and making sure all of the content is correct and fits your voice. You can check out the full example of the Update here. Visible AI Takeaways Providing investor updates regularly increases your likelihood of success and your ability to fundraise Visible AI transforms your Requests responses into a professional narrative update that you can share with all your stakeholders The Future of Visible AI This is our first introduction of AI into the Visible platform. In the months ahead we plan on exploring AI models to help with fundraising email copy, identifying potential investors for your business, and more. We are always looking for feedback. Feel free to share your AI-related ideas to support at visible dot vc.
investors
Reporting
Product Updates
Q3 Product Webinar – Streamlining end of year reporting with Visible
Check out Visible’s recorded product webinar to learn about the most recent updates to Visible’s portfolio monitoring and reporting platform. The Visible team demonstrates how to leverage recent product changes to improve your portfolio reporting in Q4 and beyond. Product webinar topics: Common use cases for one-time Requests and how to set them up Saving time by syncing company qualitative responses to Dashboards and One-Pagers Exporting data to Google Sheets for external analysis and reporting Embedding a dashboard in Notion to share with your team Q&A
investors
Product Updates
What’s New in Visible for Investors — H1’ 2023
In the first half of 2023, Visible remained dedicated to helping our community of 350+ investors streamline the way they collect, analyze, and report on their portfolio data. We saw the slowdown in Venture Capital activity during the first part of the year translate into an increased need for accurate and up-to-date portfolio insights that can easily be shared internally and with stakeholders. Both Venture Capital investors and their Limited Partners are relying on data-informed insights more than ever before to guide their next steps. To best support our investors, we focused on making updates to three core functions of our portfolio monitoring and reporting platform during the first half of 2023: Keep reading to learn about some of the specific updates made to our platform during the last six months. Changes to Getting Data into Visible These product updates allow investors to more easily collect budget vs actuals KPI’s and send reminder emails to all their companies at once. Send bulk one-off reminders to all companies (learn more) Ask for up to six future and historical custom KPI’s (learn more) View and edit company metrics in dynamic time periods Changes to Visualizing, Analyzing, and Sharing Portfolio Insights With these changes, users can more easily identify quick insights about their portfolio performance and share it with their team and LPs. Extract quick insights about your portfolio with Portfolio Metric Dashboards (learn more) Applying a custom dashboard template to all companies (learn more) Build a flexible One Pager template for LP reporting (learn more) Uplevel your data visualizations by adding color gradients to your charts (learn more) Share your portfolio company dashboards via a link and choose to password-protect them (learn more) Learn more about analyzing portfolio data with custom dashboards in Visible. Changes to Investment Data Tracking The following updates allow investors to track all their key investment data and fund metrics within Visible. This gives investors real-time control over updating, visualizing, and sharing their fund performance. Convert Convertible Notes to equity with ease (learn more) Track follow-on rounds you don’t participate in (learn more) Choose a custom exchange rate for investment round details (learn more) Capture all your core fund metrics in Visible (learn more) Track and visualize IRR at the fund and company level (learn more) Visualize auto-calculating fund metrics (learn more) Ready to improve your firm’s portfolio monitoring and reporting processes?
founders
Product Updates
A Refreshed Look
We last updated our brand identity in October 2020. Since then, Visible founders have gone from sending 8,000 investor updates per month to over 75,000 — we also launched Visible Pitch Decks and Data Rooms. We’ve learned first hand that building a startup is difficult. Most founders take a major risk to invest their time, money, and careers to build something. At Visible, we want to better celebrate the thousands of founders doing the difficult. We’ve been on the sidelines watching these founders grow while our own team, product, and organization has grown. In order to reflect these efforts, we are excited to roll out our new brand direction that supports this new phase for Visible Putting Visible Founders First In order to put founders first with everything we do at Visible, we wanted to showcase their individual stories and experiences across our marketing efforts. You will notice individual founder headshots, stories, and quotes across the website. Data and Stories to Help the Next Set of Founders Thousands of founders use Visible every month to update their current investors, share their pitch decks, build their data rooms, and manage their fundraising efforts. In order to help the next generation of founders using Visible, we want to highlight the first-hand data and best practices we’ve uncovered. Color, Gradients, and a New Font to Bring Life to Our Brand While difficult, building a startup should be lively. In order to better recognize the highs of building a startup and align with our guiding principles we wanted to refresh our brand. Logo Our logo is staying and is the anchor to our brand. The Visible logomark is made from 3 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. Brighter colors & gradients Our black isn’t going away either, but are using the same color palette from our application to bridge the gap between our product and brand. You will see brighter, more vibrant colors in our product screens to bring those metrics to life. We have also added gradients across our website to enhance some elements like our product screens and call attention to our informational graphs. Bridging the Product & Go to Market Gap We wanted to bring the same sleek and modern feel from our product to our marketing efforts. In order to do so we’ve changed our serif font to a san serif font. Across our website, you will notice product screens that show our product in a more realistic approach.
investors
Product Updates
Reporting
Unlocking Venture Capital Portfolio Insights with Dashboards
If your portfolio data is patched together in an excel file with questionable version control or is buried in a slide deck prepared six months ago, your team is likely missing the opportunity to take action on important portfolio insights. Up-to-date, accurate portfolio insights help venture capital investors: Provide better portfolio support Make data-driven investment decisions Validate markups and markdowns during evaluation exercises or an audit Demonstrate traction to LPs while fundraising for future funds …but only if the insights are accessible. Visible’s dashboards help venture capital investors visualize and explain the journey companies are on in a way that actually resonates. Learn more about leveraging dashboards in Visible. About the Guide This guide demonstrates how venture capital investors can turn their portfolio data into actionable, accessible insights. The guide also includes examples of three different flexible dashboard types in Visible. Topics covered include: Portfolio data collection best practices Creating dashboards for internal portfolio reviews (Flexible dashboards) Identifying cross-portfolio insights (Portfolio metric dashboards) Sharing portfolio insights with Limited Partners (One pagers) Visible has helped over 350+ venture capital funds streamline the way they collect, analyze, and report on core metrics from their portfolio companies on a regular basis.
investors
Product Updates
Unlocking Portfolio Insights with Flexible Dashboards in Visible
This product webinar was led by Visible’s founder, Mike Preuss, and is aimed at helping investors leverage dashboards to improve their portfolio support, data analysis, internal portfolio review meetings, LP reporting, and more. This session covered: Using dashboard templates to improve your internal portfolio review meetings Building One-Pagers (recently released) in Visible to streamline your LP reporting Unlocking portfolio insights with the release of Portfolio metric dashboards Visualizing and sharing fund metrics in flexible dashboards
founders
Fundraising
Product Updates
Manage Every Part of Your Fundraising Funnel with Visible Data Rooms
Data rooms are the next step to help us on our mission of giving founders a better chance of success. Data rooms are the culmination of a fundraise, diligence, or M&A event. They combine all of the documents, data, and resources that an investor will use to evaluate a company. With data rooms, you can now manage all parts of your fundraising funnel with Visible. Find investors with Connect, our free investor database. Track your conversations in our Fundraising CRM. Share your pitch deck with potential investors. And communicate with current and potential investors with Updates. Learn more about Visible Data Rooms and how you can leverage them for your next raise below: Organize and Structure Key Fundraising Documents Build data rooms specific to your raise. Organize your data room with folders, upload files, and create pages directly in Visible. Segment and Share Specific Folders Securely share your data with investors. Segment their access by individual folders or give them access to the entire data room. Understand How Investors Are Engaging with Your Data Rooms View analytics to understand how individual investors are engaging with different documents and files in your data room. Data rooms are enabled for all Visible users. Log into Visible below to get started on your first data room below: Create a Data Room Check out a few of our other resources to help get you started: What should be in a data room? How to write a cover letter for your data room How to create a data room How to share your data room How to create a folder in your data room How to view the analytics in your data room Build and share your data room with Visible At Visible, we oftentimes compare a fundraise to a B2B sales and marketing funnel. At the top of your funnel, you are finding new investors. In the middle, you are nurturing and pitching potential investors. At the bottom of the funnel, you are working through diligence and ideally closing new investors. With the introduction of data rooms, you can now manage every aspect of your fundraising funnel with Visible. Find investors at the top of your funnel with our free investor database, Visible Connect Track your conversations and move them through your funnel with our Fundraising CRM Share your pitch deck and monthly updates with potential investors Organize and share your most vital fundraising documents with data rooms Manage your fundraise from start to finish with Visible. Give it a free try for 14 days here.
investors
Product Updates
Visible’s 2022 Year in Review
Visible is a founder-friendly portfolio monitoring and reporting solution used by VC’s around the world. Thanks to the continued engagement from our investor community, the last twelve months at Visible have been full of growth. As a Visible user, you’ve helped bring more transparency to the Venture Capital industry through improved KPI tracking, accessing deeper portfolio insights, and by more regularly communicating with your companies, teammates, and LP’s. Here are some 2022 highlights: 7k+ Requests completed by portfolio companies around the world 550+ LP Updates were sent to investors 800+ Investors deepened their VC expertise by engaging with our educational webinars 300+ VC firms verified their profiles in our Connect database Biggest Product Updates of 2022 More Flexible & Scalable Dashboards Portfolio Dashboard Templates – A more scalable way to visualize and extract insights from portfolio company data. Flexible Dashboard Grids – Flexible widget sizing means you have more control over how you can display data visualizations for you and your team. Intraportfolio Benchmarking and Insights – Compare individual company performance against portfolio quartiles using custom segments. Improved Portfolio Request Experience Request UI Overhaul – It’s now much easier to understand when your Request has been sent, % completion, and when the next scheduled reminder email will be sent. Multiple File Uploads in Requests – Companies can upload multiple files into the same file block in a Request, saving them time each reporting cycle. Export Request Summaries – Easily export and analyze Request responses in just a few clicks. Re-open a Request – Mistakes happen. Re-opening a Request lets companies re-submit their data. Advanced Investment Insights Chart Investment and Fund Metrics – Chart and visualize key fund metrics such as TVPI, RVPI, DPI, and more. Automatic SAFE Conversion & Token Support – Visible supports 6+ investment types. Multiple Funds – Segment your investment data by fund in custom-built reports. Interested in learning more about Visible’s portfolio monitoring solution for investors? Book a demo below. Interested in learning more about Visible? Meet with Our Team Webinar Recap from 2022 More than seven thought leaders from around the world joined us to share their expertise in different topics related to improving the venture capital ecosystem. Check out the recordings and resources below. ESG Best Practices with Tracy Barba ESG for VC –> Watch Here Building Scalable Support with Jessica Lowenstein of K50 Ventures and Erica Amatori of Left Lane Capital – Watch Here Benefits of a Hybrid SPV + Fund Strategy with Kingsley Advani of Allocations — Watch Here LP Reporting Best Practices with Aduro Advisors — View the Report SaaS Company Benchmarking with Christoph Janz of Point Nine Capital — Watch Here Best practices for portfolio monitoring & reporting with Gale Wilkinson of VITALIZE Venture Capital — Watch Here Interested in learning more about Visible? Meet with Our Team How to Partner with Visible in 2023 Increase your VC firm’s brand awareness by hosting your Update template in our public Update Library for investors. Refer your investor friends to Visible and receive a $500 Amazon gift card. Invite us to host a webinar for your portfolio companies on ‘Investing in Investor Updates’. Verify your firm’s profile in our investor Connect Database. To get started with any of the partnership opportunities above, send an email to belle@visible.vc. Interested in learning more about Visible? Meet with Our Team
founders
Product Updates
Level up Your Fundraising Process with Email Syncing
The Fundraising Funnel Raising venture capital often mirrors a traditional B2B sales & marketing funnel. At the top of your funnel, you are identifying potential investors through research, direct outreach, and intros from your peers. In the middle of the funnel, you are sharing your pitch deck, meeting with GPs, and perhaps the entire partnership. At the end of the funnel, there are (hopefully) multiple term sheets and negotiations ahead of closing. Just as a sales & marketing team has dedicated tools, so should a founder that is raising venture capital. By having a CRM in place to track and monitor the status of a raise, founders will be able to spend more time on what matters most — building their business. We’ve helped thousands of founders manage their raise with our Fundraising CRM. In order to help founders take their tracking to the next level, we are excited to announce our BCC email feature. Learn More Tracking Conversations with BCC With our BCC tool, founders will be able to simply copy & paste their unique BCC email address into any email. From here, the email will automatically be tracked with the corresponding contact in Visible. Check out an example below: This is great for cold emailing investors, nurturing investors, and staying in touch with current investors. To learn how to get BCC set up with your Visible account, head here. Related Resource: 3 Tips for Cold Emailing Potential Investors + Outreach Email Template
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