Visible

Overview

Founded in 2014, Visible brings fundraising, reporting and stakeholder workflows together. Founders can manage updates, pitch decks, pipelines, data rooms, KPI dashboards and investor records. Investors can monitor portfolios, set metric alerts, review dashboards, and prepare tear sheets and LP reports. That span is useful when a team works across both sides of the investment relationship, but may be unnecessary for users focused solely on contacts or deal tracking.

Extracted portfolio values link to the source document, page and line, giving reviewers a way to trace figures. Integrations 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 connect portfolio data to other tools; the API allows up to 500 requests per five-minute window.

Key features

Fundraising and stakeholder workflows

Updates, decks, pipelines, data rooms and dashboards give founders a broader operating toolkit than a standalone investor database. Starter's two-deck and two-pipeline caps are enough to start, but constrain teams managing multiple fundraising efforts. Email sync, deal pipeline and LP and investor records support ongoing relationship work.

Portfolio monitoring and verification

Portfolio tracking, metric alerts, review dashboards, tear sheets and LP reports address recurring investor oversight. Source links attached to extracted values are a practical advantage when reviewers need to verify a number in context. The integrations list is broad, and the API request ceiling makes the connection useful for regular data exchange, though it remains a bounded allowance.

Security and AI controls

Visible says it conducts 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. AI features are opt-in, and Visible says neither it nor its AI providers use customer data to train models. These controls will matter to teams handling sensitive company and portfolio information.

Pricing

Visible uses a freemium model. Starter is free forever at $0 per month, billed annually, and includes 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files and two users. That is a useful entry point for a small operation, but the recipient, file and user ceilings limit its room to grow.

Base costs $59 per month billed annually, or $69 billed monthly. It raises the recipient cap to 250 and includes unlimited decks and pipelines, one data room, one integration and three users. It suits a founder who needs more fundraising capacity, but the single room and integration remain tight for teams with several data sources or parallel workstreams.

Core costs $129 per month billed annually, or $149 billed monthly. It supports 500 recipients, three data rooms, three integrations and unlimited users. This is the more practical step for a team with multiple users and data rooms, though its integration allowance still requires prioritization.

Growth costs $199 per month billed annually, or $249 billed monthly. It supports 1,000 recipients, five data rooms, five integrations and unlimited users, and includes a dedicated customer support manager. Support chat and onboarding/support calls are also among the support features. Growth fits larger workflows that need more capacity and direct support, but carries a substantial premium over Core.

Enterprise is custom pricing; contact [email protected]. It is the option for organizations considering a custom or enterprise offering. The published plan details do not establish its specific limits or inclusions, so those need to be agreed with Visible.

Platforms

Visible is available on the web and through an API. The API's 500-request-per-five-minute limit is worth accounting for when connecting portfolio data to other tools.

Who it's for

Visible is best suited to founders who need investor communications and fundraising organization alongside investors who need portfolio oversight and reporting. Small teams can start on Starter, while teams with more recipients, users, rooms or integrations can move up the tiers. It is less compelling for someone seeking only a lightweight contact manager, or for a team whose required capacity exceeds a plan's stated caps.

Pros and cons

• Pros: Founder fundraising and investor portfolio workflows sit in one platform, so teams handling both do not need to split those tasks across separate tools.
• Pros: Extracted values link to the source document, page and line, making portfolio figures easier to review.
• Pros: A broad integrations list plus API and MCP options gives teams several routes for connecting data.
• Pros: Starter is free forever and includes core fundraising tools for a small team to begin with.
• Cons: Starter caps users at two and limits recipients to 100 and data rooms to one, which can quickly constrain a growing operation.
• Cons: Paid annual pricing begins at $59 per month, and monthly billing costs more on Base, Core and Growth.
• Cons: Base and Core limit integrations to one and three respectively, so teams using several data sources may need a higher tier.

Alternatives

For a wider comparison, see Investor Relationship Management Software.

• Relate Fundraising CRM is worth considering when an investor-contact workflow is the priority: its free Team Free plan includes unlimited contacts, 30-day email and note history, 10 guest invites and 250 enrichments plus pay-as-you-go.
• Clienteer is a paid alternative available across web, desktop, mobile, API, extension and self-hosted platforms.
• Juniper Square is a paid alternative with web, mobile and API platforms.
• 4Degrees is a paid alternative with per-user monthly pricing by request, suited to teams that want organization-specific pricing.
• Allvue Investment Management is a paid portfolio management alternative with custom pricing by demo request.
• DealCloud is a paid enterprise alternative whose detailed pricing requires contacting Intapp.
• Dynamo CRM & Deal Management is a paid CRM and deal-management alternative with ballpark pricing available via demo request.
• FamilyOffice.com Deal Pipeline CRM is a paid, web-based alternative.

Verdict

Choose Visible if you need founder fundraising workflows and investor portfolio monitoring in the same platform, especially if source-linked figures matter to review. Its free tier offers a low-risk start, but limited recipients, users, rooms and files make it a starting point rather than a long-term fit for many teams. Look elsewhere if you need only a contact manager or want to avoid the rising cost of higher capacity.