Your New & Improved Data Section

Ciaran Hanrahan
Experience Improvements Frequencies Metric Settings
Unlock your investor relationships. Try Visible for free for 14 days.
Start your free trial

The Visible team recently pushed changes to the data section to provide more insights, context and usability.

We’ve broken down the data section into a couple of key components.

Experience Improvements

With just a single click you can automatically generate a chart for any metric. You’ll have the option to return to the data section to create additional metrics or you can go to the respective dashboard and continue to edit the chart.

Insights
With just a few clicks, you’ll be able to see the following metrics that we automatically calculate for you:

  • Growth % – the change from the previous year
  • Previous Year – the value for the same metric one year prior
  • Previous Year Change – The % change for the same metric from the previous year
  • Total – The cumulative total for all the values of a given metric
  • 3 Period Rolling Avg. – The rolling average for the previous 3 periods.
  • 6 Period Rolling Avg. – The rolling average for the previous 6 periods.
  • 12 Period Rolling Avg – The rolling average for the previous 12 periods.

Frequencies

We will automatically roll data up to different frequencies. E.g. if you are bringing in daily data, you’ll be able to view it as:

  • Daily
  • Weekly
  • Quarterly
  • Annually

Metric Settings

This is where you can set the type of metric, the default color for your charting needs, description and any other pertinent settings for the metric.

We’ll be updating data connections and the chart builder in the near future to provide an ever more seamless workflow. As always ping hi@visible.vc should you have any questions or feedback.

Up & to the right,

-Ciarán & The Visible Team

You may also enjoy:
Product Updates
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
[Webinar] VC Portfolio Data Collection Best Practices
Customer Stories
Case Study: How Moxxie Ventures uses Visible to increase operational efficiency at their VC firm
Operations
How to Start and Operate a Successful SaaS Company