Managing your fund data isn't just about when you initially invested; it's about understanding the whole story over the investment's lifetime.
We’ve reworked the investments feature in your portfolio view to provide enhanced flexibility and a more streamlined view.
See the Full Story Behind Every Investment
To date, you've been able to track investments in Visible. Now, you can more easily associate investment transactions with rounds and track associated cash flows.
The updated investments experience makes room for these scenarios and gives you the flexibility to track them cleanly and accurately.
Increased Flexibility and Organized Tabs
We’ve introduced a new tabbed layout within each company profile so you can easily toggle between different categories of investment data:
Introducing Transactions Tab
Log any inflow or outflow related to a company (investments, exits, distributions, interest payments, dividends, and more). Each cashflow includes fields for the name, amount, date, type, description, and associated round (if applicable). A summary at the top makes it easy to see inflows and outflows.
- You might receive interest payments as a company pays down debt
- Distributions could be tied to performance thresholds or revenue share agreements
Rounds Tab
The rounds tab expands on what previously existed in Visible. Now, you can create a round and associate multiple transactions with the round in the event you invested out of multiple funds or acquired different share classes.
FMV Tab
The FMV tab consolidates how the value of your positions have changed over time, making it easy to understand the story of your investment performance.
Improved Investment Tracking Workflows
The new transaction tab will not only support additional new transaction types but also help improve workflows for tracking investment data.
When you log a new investment or exit, we’ll automatically create a corresponding cashflow entry to save you time, and you can always edit or override the details as needed. If a cash flow is tied to a round, we’ll pre-fill certain fields to make data entry easier, while still giving you control over things like the date (especially useful when the transaction date differs from the round close date).
You can also create custom transactions that aren’t tied to a specific round. Whether you’re receiving a one-off dividend or logging a revenue-based return, the process is quick and flexible.
A Clearer Picture of Performance
With more complete transaction tracking, you can:
- Calculate IRR with greater accuracy
- Understand the full financial journey of each investment
- Organize capital movement in a way that’s easy to reference, analyze, and share
No more stitching together spreadsheets or guessing at timing. Everything you need is now in one place.
The new investments model is live! Log in to your Visible account or request a call with our team below to learn more:
