Product Updates

Investor Platform Updates – Reports, Advisor Roles and Custom Properties

Mike Preuss
CEO
Reports Advisor Roles Custom Properties Revamped Portfolio Company Metrics
Take the next steps with Visible.
Request a Demo

The Visible team has been hard at work on our investor platform. Check out the updates below.

Over the next 6 weeks we will be rapidly rolling out new functionality — stay tuned! Our team is happy to jump on a quick call or demo to walk you through the latest changes and answer any questions. Schedule your demo today!

Reports

Our new report builder allows you to create and save reports for your portfolio. Reports will provide instant insights into company performance and custom views — great for weekly meetings!

In our initial release, reports can include:

  • Metrics
  • Metric Insights for changes between periods — % and actual (WoW, MoM, QoQ and YoY)
  • Custom Properties
  • Request Metadata
  • Sorting

Advisor Roles

Want to share specific portfolio companies with advisors, mentors or individuals that work closely with your portfolio companies but don’t want them to get full access? Advisor Roles are a perfect fit for you!

Custom Properties

Custom properties are now live in the UI. In your portfolio click the secondary dropdown and create custom properties for your portfolio.

Properties can include:

  • Numbers
  • Percentages
  • Currencies (Full currency support)
  • Dates
  • Short/Long Text
  • Dropdowns
  • URLs

Revamped Portfolio Company Metrics

We re-architected how company metrics are created and handled. Metrics can be assigned to all companies or on a per-portfolio company basis giving you ultimate control and customization.

Want to learn more? Schedule your demo today!

View more categories:
Fundraising
Metrics and data
Product Updates
Operations
Hiring & Talent
Reporting
Customer Stories
You may also enjoy:
Metrics and data
Using Benchmarks as a Diagnostic with Kyle Poyar
On the fifth episode of the Thrive Through Connection Podcast, we welcome Kyle Poyar, the founder of Tremont and Growth Unhinged. Tremont is an early growth equity firm based in Boston. Kyle joins us to break down his career supporting companies at OpenView, how SaaS companies should think about benchmarks, and the future of SaaS investing. About Kyle Before founding Tremont, Kyle was an Operating Partner at OpenView Ventures. During his time there, he launched the SaaS Benchmarks Report, a staple in the SaaS industry. Since then, Kyle has started Growth Unhinged, his newsletter breaking down the playbooks and tactics behind best-in-class startups. Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Kyle. You can give the full episode a listen below: Spotify Link Apple Link What You Can Expect to Learn from Kyle How investors and founders can think about leveraging benchmarks Which SaaS metrics and benchmarks are growing in importance Why hiring is the lowest-hanging fruit for VCs to support portfolio companies How he built a content flywheel at Growth Unhinged Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to podcasts. You can find links to your favorite podcast hosts below: YouTube Spotify Apple
Customer Stories
Building Trust and Vulnerability in Business with Max Yoder
Reporting
Navigating Investor Relationships with Brett Brohl
Fundraising
Going From Operator to Funder with Leo Polovets