Streamlining Requests: 3 Founder Friendly Improvements

Matt Preuss
Marketing Manager

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.

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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:
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