2023 Product Highlights | Visible's portfolio monitoring and reporting solution for investors
Belle Raab
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.
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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
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