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
Exploring Founder <> Investor Relationships with the Thrive Through Connection Podcast
Beyond pitch decks, valuations, term sheets, and growth rates, fundraising is about relationships. Behind every round of capital is a series of conversations, introductions, and partnerships that result from human-to-human connection. That’s why we’re excited to announce the launch of our new podcast season, Thrive Through Connection, a series dedicated to exploring the human side of fundraising. Why Thrive Through Connection We’ve seen firsthand that at the center of successful startups, good old-fashioned relationship building consistently shows up, because founders don’t raise capital in a vacuum. They rely on their teams, peers, and investors to navigate the ups and downs of building something from nothing. Thrive Through Connection highlights the relationships that fuel the growth of both founders and investors. We candidly discuss what it really takes to raise venture capital, including the setbacks, tactics, and stories you won’t hear anywhere else. What to Expect Each episode features real stories and actionable insights from founders and investors, from first-time founders reflecting on closing their first round to seasoned investors sharing what they look for in a deal. Every conversation is packed with lessons you can apply to your fundraising journey. The First Episodes We’ve got three episodes to get things started, and we’re excited to continue recording and publishing new episodes throughout the year. Check out the first three below: Finding the Right Investors with Laurel Hess On the first episode of the Thrive Through Connection Podcast, we welcome Laurel Hess, the CEO and Founder of hampr. Laurel has raised over $10M for hampr across multiple rounds. She joins us to share her journey and the importance of building genuine relationships with investors. Navigating Investor Relationships with Brett Brohl On the second episode of the Thrive Through Connection Podcast, we welcome Brett Brohl, Managing Partner at Bread & Butter Ventures. Brett joins us to dive deep into all things founder fundraising, sharing tactical advice on everything from cold outreach to evaluating if an investor is a true culture fit. Going From Operator to Funder with Leo Polovets On the third episode of the Thrive Through Connection Podcast, we welcome Leo Polovets, the General Partner at Humba Ventures and Co-founder of Susa Ventures. Leo joins us to talk about his journey from operator to supporting over 100 companies as an investor at both Humba and Susa. The first three episodes are live now on Spotify, Apple Podcasts, and most places you get your podcasts. Subscribe to the Thrive Through Connection Podcast to stay in the loop as more episodes are published.
Fundraising
Finding the Right Investors with Laurel Hess
Reporting
Navigating Investor Relationships with Brett Brohl
Fundraising
Going From Operator to Funder with Leo Polovets