Investment data should be easy to access, trust, and act on. But for most firms, it is anything but.
Every new investment brings a familiar process. Dozens of documents, sometimes hundreds of pages, spread across term sheets, agreements, side letters, and cap tables. Extracting key details means manually combing through each file to piece together the full picture of a deal.
The cost is not just time. It is what happens after.
When a partner asks about ownership, when finance needs to confirm allocation, or when a team is preparing LP updates, the same questions come up again and again. The answers exist, but they are buried. Finding them means going back into the documents, retracing steps, and hoping nothing is missed.
Turning Documents Into Structured Data
AI Docs is built to bridge that gap.
Instead of treating documents as static files, it treats them as a source of structured data. Upload your investment documents, and AI automatically parses and maps key information across transactions, rounds, and share classes.
From the moment a new round is created, users can drag and drop documents directly into the workflow. AI reviews the full set of materials, including file names, headings, and defined terms to determine the type of investment and extract the relevant details.
In the initial release, this focuses on the three most common investment types: equity, SAFEs, and convertible notes.
From there, AI builds out the underlying structure of the investment, including the transaction, round, and associated share classes.
A Workflow Built for Review and Confidence
Speed matters, but accuracy and trust matter more. Once documents are processed, you have the chance to review and edit data. On one side, the original documents. On the other, the structured data extracted by AI.
Each field is directly linked back to its source, so teams can quickly verify details without digging through entire files. If a number or term needs validation, it is one click away. This creates a workflow in which AI does the heavy lifting, while the user remains in control.
A Faster Path to Answers
The real impact shows up in portfolio review meetings, reporting to LPs, preparing for an audit, or making investment decisions.
When a partner asks about ownership, the answer is immediate. When preparing LP updates, the data is already structured. When evaluating past investments, key terms and context are readily accessible.
What was once a fragmented, manual process becomes a connected workflow.
AI Docs is not just about saving time on data entry. It is about making investment data usable across your entire team.
If you are a Visible customer, reach out to your account manager to explore AI Docs for your firm.
Exploring Visible? Schedule a call to see how it works and how it can support your team.
