Visible

Visible is a private-markets platform for founders handling fundraising and investors overseeing portfolio companies. It is most compelling when both sides need shared reporting workflows; teams that only need a lightweight contact manager may find its broader toolkit unnecessary.

Overview

Founded in 2014, Visible brings fundraising, reporting and stakeholder tasks together. Founders can manage investor updates, pitch decks, pipelines, data rooms, KPI dashboards and investor records, while investors can monitor portfolio metrics and prepare reviews, tear sheets and LP reports. That range makes it useful across an investment relationship, not just during a fundraise.

For portfolio review, extracted values link to the source document, page and line, giving investors a way to check the basis for a figure. Connections include Google Sheets, QuickBooks, Google Analytics, HubSpot, Stripe, Xero, Salesforce, Mercury, Mixpanel, ProfitWell, ChartMogul, Slack, Zapier, Visible API, Affinity and Investor API. An API and MCP server can connect portfolio data to other tools; the API permits up to 500 requests per five-minute window.

Key features

Fundraising and investor communications

Updates, decks, pipelines, data rooms, dashboards and an investor database cover much of the work involved in organizing a raise and keeping investors informed. Starter allows two decks, two pipelines and one data room, so it is a sensible way to establish a workflow but a constrained option once fundraising materials or processes multiply.

Portfolio monitoring and verification

Metric alerts, portfolio review dashboards, tear sheets and LP reports serve investment teams that need recurring visibility across portfolio companies. Source-linked extracted values add useful traceability to that monitoring. These investor-facing tools are a stronger reason to choose Visible than a simple record of investor contacts alone.

Security and support

Visible says it undergoes annual SOC 2 Type II audits, encrypts data in transit with TLS 1.2+ and at rest with AES-256, and provides its latest audit report on request. Its AI features are opt-in, and customer data is not used to train models by Visible or its AI providers. Growth includes a dedicated customer support manager; support chat and onboarding or support calls are also among its support features.

Pricing

Visible uses a freemium model. Starter is free forever, billed at $0 per month annually, and includes two users, 100 investor recipients, two decks, two pipelines, one data room with a 25-file limit, and a contact limit of 250. Email sync, deal pipeline, LP and investor records, and portfolio tracking are included capabilities. The free tier gives founders room to start, but the recipient, file and workflow caps can become real constraints as an operation grows.

Base is the entry point for teams that have outgrown Starter's recipient and deck limits, but it keeps users to three and data rooms to one. Core is the clearer fit when a team needs more rooms, integrations or users. Growth raises the recipient cap and adds a named support manager, making it better suited to larger operations that value guided support. Enterprise is the route for a custom arrangement. The annual-billing prices are lower than the monthly-billing rates, so the billing term matters when comparing plans.

Platforms

Visible is available on the web and through an API. Its MCP server and API support connections to other tools, with the API capped at 500 requests per five-minute window.

Who it's for

Visible fits founders who need to coordinate investor updates, fundraising materials and records, as well as investment teams responsible for monitoring portfolio companies and producing investor reporting. It is especially appropriate where both workflows intersect. A founder looking only for a basic investor list, or a team needing more users, rooms or integrations than its selected tier permits, should weigh the cost and limits carefully.

Pros and cons

• Pro: Founder fundraising and investor portfolio reporting share one platform, which can support workflows on both sides of an investment relationship.
• Pro: Source references for extracted values help reviewers verify portfolio figures against their original documents.
• Pro: A broad integration roster plus API and MCP connections gives teams several routes for moving portfolio data into other tools.
• Con: Starter caps recipients at 100 and its data room at 25 files, with just two decks, two pipelines and two users.
• Con: Paid tiers still cap recipients, data rooms and integrations; Base also limits teams to three users.
• Con: Monthly billing is more expensive than annual billing on Base, Core and Growth.

Alternatives

For a broader comparison, see Investor Relationship Management Software.

• Juniper Square is a paid alternative available on Android, iOS, web and API.
• 4Degrees is a paid option with Android, iOS, web, API and browser-extension platforms; its per-user monthly pricing is set by request and depends on the organization and team.
• Dynamo CRM & Deal Management is a paid alternative available on Android, iOS, web and API, with ballpark pricing via demo request.
• Clienteer is a paid alternative available across web, desktop, mobile, API, extension and self-hosted platforms.
• SatuitCRM is a paid option without a free plan; Satuit Essentials is $150 a month per user with a three-user minimum and 1 GB per user, while Satuit Premium is $200 a month per user.
• Relate Fundraising CRM is another freemium choice with a free plan and trial, available on Android, iOS, macOS, web and Windows. Team Free includes unlimited contacts, 30-day email and note history, 10 guest invites and 250 enrichments plus pay-as-you-go.
• Zapflow is a paid alternative with a Portfolio Management plan at €199 per fund per month, a 12-month minimum billing period, and quarterly and ESG reports and holdings.

Verdict

Choose Visible if fundraising coordination and investor portfolio monitoring both matter to your organization: its mix of founder tools, investor reporting and traceable portfolio values makes the case. Look elsewhere if your needs are narrower or its recipient, user, room and integration caps do not fit the way your team works.