Product Update: Investment overview table

Belle Raab

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.

You may also enjoy:
Fundraising
[Webinar Registration] VC Fund Performance Metrics to Share When it’s ‘Early’ with Preface Ventures
It’s common for venture firms to start raising their next fund in the last year of capital deployment, typically years 3-4 of a fund’s life. This poses a sort of chicken-and-egg problem because many of the common fund performance metrics that Limited Partners use to drive allocation decisions only become reliable, and therefore more meaningful, around year six (Source: Cambridge Associates). Farooq Abbasi, founder and General Partner of Preface Ventures, created a Seed Stage Enterprise VC Funding Napkin to help GPS think through alternative fund metrics that help communicate performance outside the traditional indicators that LPs use to measure success for more mature funds. The Seed Stage Enterprise VC Funding Napkin is inspired by Christoph Janz’s Saas Funding Napkin which helps answer, “which KPI's indicate a company is in a good position to raise another round of funding in this environment?”. This version created by Preface Ventures answers the question for fund managers, “What needs to be true about a seed-stage fund to raise another fund”? Join us next Tuesday, February 27th for a discussion with Farooq Abbasi from Preface Ventures about the fund performance metrics GPs should share when their current fund is still 'early'. Learn more and register for the webinar below. Webinar Topics The issue with ‘typical’ fund performance metrics for ‘early’ funds Overview of Preface Venture’s Seed Stage Enterprise VC Funding Napkin Deep dive into alternative early performance benchmarks How to keep track of alternative fund performance metrics How to leverage alternative fund performance indicators into your fundraising narrative Inside look into how Preface Ventures keeps LPs up to date Q&A About Preface Ventures Preface Ventures is a New York City-based firm started in 2020 led by Farooq Abbasi. Preface invests $500-$2M at the pre-seed and seed stage into startups who are building the Frontier Enterprise structure. Preface has 20 active positions in Fund II and 7 active positions in Fund III. (Learn more)
Product Updates
AI Meets Your Investor Updates
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