---
title: "AI Docs for Investors"
url: https://stacklist.com/card/a9f821a7-1e7d-40d8-a5ca-0e2f310715b1
source_url: "https://visible.vc/ai-docs/"
stack: https://stacklist.com/stack/ddd37dcf-2892-4877-9a14-0b8551c574fb
summary: "AI Docs is a platform that automatically extracts and structures investment terms from SAFEs, convertible notes, and equity agreements, making deal data searchable and enabling accurate fund-level reporting. The tool is trusted by 950+ venture capital firms to streamline portfolio management, reduce manual data entry, and ensure compliance across their investment portfolios."
tags: "ai-docs, venture-capital, deal-management, safeagreements, portfolio-tracking, investment-data, automation"
key_entities: "AI Docs (technology), Visible (technology), Expa (organization), Sofia Linden (person), 01A (organization), Lacey Behrens (person), Andrew Crinnion (person), Emergence Capital (organization), Antler (organization), Vegard Medbø (person), SAFE (concept), convertible-note (concept), portfolio-management (concept), fund-performance (concept)"
classification: "reference"
content_hash: "sha256:dadd3a3ed7981433846abbc8be3b78096b02dd3656016a1920e77da26a571101"
acp_version: "0.2"
token_counts_approximate: 1198
visibility: public
agent_accessible: true
status: "final"
---

# AI Docs for Investors

AI Docs Your Deal Terms Shouldn't Live in a PDF Every SAFE, convertible note, and equity round agreement has terms buried inside it. AI Docs extracts investment data so it's structured and searchable. Request a Demo Trusted by 950+ venture capital firms The Problem One Buried Term Can Throw Off Your Whole Fund The terms of every investment you’ve made exist somewhere, in a SAFE, a convertible note, an equity round agreement, sitting in a folder as a static document. When someone needs to know the valuation cap on a note, or whether a specific investment includes pro rata rights, the answer means opening the original file and reading it, every time. That’s fine for one document. It’s not fine for a portfolio of them, and it’s not just a time problem. A missed conversion term or a wrong cap doesn’t stay contained to one deal, it flows into your fund’s marks, your multiples, and eventually the numbers you put in front of an LP. Portfolio Documents Visible has been transformative for Expa, significantly reducing the time we spend on portfolio outreach. Requests make it simple to tailor and adjust our outreach and have boosted response rates from our companies. Sofia Linden Operations Partner at Expa Visible has been a game changer. The ability to automate metric collection, ensure compliance, and consolidate reporting has streamlined decision-making and provided full transparency to the entire team. Lacey Behrens Partner, Operations at 01A 130+ Portfolio Companies AUS Geo Focus 180+ Portfolio Companies Seed Stage Focus 160+ Portfolio Companies Seed Stage Focus Visible has streamlined our data collection, providing a centralized source for all portfolio information. Exporting directly to Google Sheets enables in-depth analysis and lets me respond quickly to ad hoc requests. Andrew Crinnion Director of Portfolio Analysis at Emergence Capital Antler uses Visible with 750+ portfolio companies across 20 countries. The platform makes it manageable to stay on top of a large portfolio - and benefits portfolio companies, as we can provide benchmarking on portfolio metrics. Vegard Medbø Co-founder & COO at Antler Case Studies See Why 950+ Funds Trust Visible With Their Portfolio Data View All Case Studies Fund-Level Roll-Up Every Deal Feeds the Same Fund Performance Number Individual investment records roll up automatically into fund-level performance, so the number in your next LP report is built from the same structured data as every deal underneath it, not reconciled separately. Automatic Extraction Key Terms Pulled From SAFEs, Notes, and Equity Rounds Automatically Upload an investment document and AI Docs extracts round, transaction, and share class data automatically, with no manual data entry required. Verify Before It's Final Review Extracted Terms Before They're Approved Confirm extracted data is correct, edit anything that needs a fix, or re-extract if something looks off. Nothing is finalized until you approve it. Structured Investment Records Every Deal, Searchable Instead of Filed Away Once approved, round, transaction, and share class data live directly on the company's profile, structured and ready to reference, not buried in a PDF you'd have to reopen. Auto-Calculated Metrics Multiples and Gains, Calculated for You Entry valuation, ownership percentage, investment multiples, and unrealized gains and losses are calculated automatically from the data already on file, not rebuilt in a separate spreadsheet. FMV Updates Valuations Without a Reconciliation Project Update fair market value round by round, and every dependent metric recalculates with it, meaning no manual math required. Exits & Conversions Reflect What Actually Happened to the Investment Exit a position fully or partially, or convert a note to equity, and the record updates to reflect it, so your investment data stays current as your position evolves. Multi-Currency Support Track Investments in Their Original Currency Enter investment data in a currency different from your fund's operating currency, so international deals don't require a manual conversion every time you look at them. STEP 1 Upload a Deal Doc A SAFE, a convertible note, or an equity round agreement, straight from the company's investment profile. STEP 2 Let AI Docs Extract the Terms Round, transaction, and share class data get pulled out automatically. STEP 3 Verify and Approve Confirm the extraction, make any corrections, and the terms become part of your fund's structured performance data, not just that one company's record. Request a Demo Get Started Today Turn Deal Docs Into Decisions Stop re-reading documents to answer questions you've already answered. Request a Demo AI-First · White-Glove Service · SOC 2 Type II