When you're reporting on a portfolio, confidence in the data is everything. Whether you're preparing an LP update, supporting internal investment decisions, or preparing for an audit, every number must be accurate, sourced, and backed by context.
That’s why we’re introducing Metric Approval Workflows, a new way to build trust, traceability, and control into every stage of your portfolio data flow.
With this release, you can now review, approve, comment on, and trace the history of every metric before it reaches your internal teams, LPs, or auditors.
What Are Metric Approval Workflows?
Metric Approval Workflows add a structured review layer across how data enters Visible, including AI parsing, founder requests, and manual inputs.
Today, over 50% of metrics added to Visible come through AI-powered tools, like document parsing and email uploads. Approval workflows introduce a human checkpoint between raw data and reported results. Your team can now approve or reject data points, add comments for internal visibility, and trace every metric back to its original source, all without breaking your existing workflows.
How It Works
Approval workflows are built directly into the tools you already use inside Visible. They’re designed to be fast, flexible, and intuitive for your team.
AI Inbox: Bring a Human Layer to AI-Powered Metrics
More than half of all metrics in Visible now originate through AI parsing. With approval workflows enabled, your team can review each AI-extracted metric from uploaded PDFs, spreadsheets, or emails before it’s saved.
Easily validate values, leave comments, and submit data with full context and confidence.
Requests: Approve Founder-Submitted Metrics Before They Go Live
Turn on approvals when sending metric requests to your portfolio companies. As data is submitted, your team can review each response, comment on individual metrics, and approve in bulk or one by one.
Only reviewed data gets surfaced to your dashboards, LPs, and reporting tools.
Trace Every Change, Comment, and Approval
Every metric in Visible now comes with a complete approval history. You can see who submitted the data, who approved it, when it happened, and any comments that were added along the way.
Whether the data came from a request, the AI Inbox, an import, or a manual update, it’s all tracked. That means when LPs, auditors, or internal stakeholders come with questions, you can put your full trust behind the data.
Built for Confidence at Every Step of Your Workflow
Metric Approval Workflows are available on the Visible Enterprise plan, built for firms that need structure, collaboration, and full audit readiness in their reporting stack.
This isn’t about slowing down your process; it’s about adding confidence at every step.
Already a Visible customer? Approval workflows are available on our Enterprise plan. Reach out to your account manager or reply to this post to learn how to turn it on.
Exploring Visible? Schedule a call to see how it works and how it can support your team.
