Overview

Founded in Chicago in 2014, Visible is a private-markets platform for fundraising, reporting and stakeholder workflows. Founders can manage investor updates, pitch decks, pipelines, data rooms, KPI dashboards and investor records; investors can monitor portfolios, receive metric alerts, review dashboards and prepare tear sheets and LP reports. That range makes Visible more compelling for organizations coordinating both fundraising and ongoing portfolio reporting than for a founder seeking only a contact database.

A notable portfolio-review feature is that extracted values link to the source document, page and line. That gives reviewers a way to trace a figure back to its context instead of treating it as an isolated number. Visible also offers an API and MCP server to connect portfolio data with 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 an investor database cover much of the recurring work around a raise and investor communications. Starter is a credible way to begin without a subscription, but two decks, two pipelines and one data room can constrain a team as its fundraising work expands. Its 100-recipient cap and 25-file room limit are especially relevant for founders with a broad investor list or substantial diligence materials.

Portfolio monitoring and verification

Portfolio monitoring, metric alerts, review dashboards, tear sheets and LP reports make Visible relevant after a company has raised capital, particularly for investment teams overseeing multiple companies. Source links for extracted values strengthen the review workflow by making figures easier to check. The API and MCP server offer another route for using portfolio data alongside other tools, though the API’s 500-request-per-five-minute-window limit may matter to teams with heavier automated usage.

Integrations, security and AI controls

Visible lists integrations including Google Sheets, QuickBooks, Google Analytics, HubSpot, Stripe, Xero, Salesforce, Mercury, Mixpanel, ProfitWell, ChartMogul, Slack, Zapier, Affinity and its own APIs. That breadth gives teams several routes to connect existing systems, but plan limits on the number of integrations mean the full list does not imply every plan can use them all.

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 Visible says neither it nor its AI providers use customer data to train models. Those controls are useful considerations for teams handling sensitive financial and portfolio information.

Pricing

Visible uses a freemium model. Starter is free forever at no cost, billed $0 per month / billed annually. It includes 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files and two users. That makes it a practical entry point for a small founder operation, but the limits are meaningful once recipient lists, diligence materials or collaboration needs grow.

Base costs 59.00 USD per month, billed $59 per month / billed annually, or $69 billed monthly. It raises the recipient cap to 250 and provides unlimited decks and pipelines, one data room, one integration and three users. Base is the clearest step up for a founder who has outgrown Starter’s deck or pipeline caps, but the single room and integration still constrain teams with several concurrent diligence workflows or a broader connected stack.

Core costs 129.00 USD per month, billed $129 per month / billed annually, or $149 billed monthly. It supports 500 investor recipients, three data rooms, three integrations and unlimited users. This is better suited to teams with broader collaboration and more parallel portfolio or fundraising workflows, though its three-room and three-integration caps remain important.

Growth costs 199.00 USD per month, billed $199 per month / billed annually, or $249 billed monthly. It allows 1,000 investor 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 listed support features. Growth is aimed at larger teams that need higher limits and a named support contact; the price premium is harder to justify if those capacities are unnecessary.

Enterprise has custom pricing. It is the option for organizations that need a custom or enterprise offering rather than the stated tier limits. The free plan and paid plan terms make the billing choice explicit: listed annual-billing prices are lower than the monthly-billed amounts.

Platforms

Visible supports web and API access. It also offers email sync, a deal pipeline, LP and investor records, portfolio tracking, and a 250 contact limit. Teams planning integrations should account for the plan-specific integration caps alongside the API’s request limit.

Who it's for

Visible fits founders managing investor updates and fundraising alongside investors who need portfolio monitoring, metric review and LP reporting. It is particularly relevant when source traceability for extracted portfolio values matters or when both founder and investor workflows need to share a platform. A team that only needs a lightweight fundraising contact list, or one whose room, recipient or integration needs exceed its chosen tier, should weigh narrower alternatives or a higher plan.

Pros and cons

Pros

Founder and investor workflows coexist: updates, decks and pipelines sit alongside monitoring, alerts and LP reports, serving teams that span fundraising and portfolio oversight.
Traceable extracted values: source document, page and line links help reviewers verify portfolio figures.
Broad integration options and API access: the listed connections and API/MCP server support linking portfolio data with other tools.
Clear security and AI controls: annual SOC 2 Type II audits, encryption standards and opt-in AI with no customer-data model training address important data-handling concerns.

Cons

Starter is capped: two decks, two pipelines, one room, 25 files, two users and 100 recipients can be restrictive as a raise grows.
Paid plans still have room and integration limits: Base has one of each, while Core and Growth cap both, so teams with several connected systems or concurrent rooms may need to plan around those ceilings.
Monthly billing costs more: Base, Core and Growth list higher monthly-billed prices than their annual-billing rates.

Alternatives

For a wider comparison across the category, see Investor Relationship Management Software.

Clienteer is a paid alternative with support across mobile, desktop, web, API, extension and self-hosted platforms; consider it if that platform coverage is the priority.
Juniper Square is a paid option available on Android, iOS, web and API.
4Degrees is a paid option with per-user monthly pricing by request; choose it if that pricing model suits the organization.
Dynamo CRM & Deal Management is a paid alternative with ballpark pricing via demo request.
SatuitCRM has no free plan and lists Satuit Essentials at 150.00 USD per month per user with a three-user minimum and 1 GB per user, and Satuit Premium at 200.00 USD per month per user.
Zapflow has no free plan and lists Portfolio Management at 199.00 EUR per month per fund, with a 12-month minimum billing period.
Relate Fundraising CRM offers a free plan and a free trial, with Team Free including unlimited contacts, 30-day email and note history, 10 guest invites and 250 enrichments plus pay-as-you-go.
Allvue Investment Management is a paid web and extension option with pricing available by demo request.

Verdict

Choose Visible if your team needs fundraising workflows and investor portfolio reporting under one roof, especially when reviewers need to trace extracted figures to their source. Its free Starter tier makes it possible to begin without a subscription, but its caps are real; compare recipient, room, user and integration needs against the paid tiers before committing. Look elsewhere if your team needs a simpler, narrower workflow or cannot work within those limits.

	FamilyOffice.com Deal Pipeline CRM	Visible
Free plan		Yes
Paid from		$59/mo
Platforms	Web	api, Web
Deal pipeline	Yes	Yes
LP and investor records	Yes	Yes
Portfolio tracking	Yes	Yes
Free plan		Yes
Contact limit		250
Email sync		Yes

FamilyOffice.com Deal Pipeline CRM vs Visible

FamilyOffice.com Deal Pipeline CRM

Visible