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Head-to-head · Investor Relationship Management Software

Visible vs Clienteer

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Visible #5 in Investor Relationship Management Software 8.8/10 Free plan Free plan✓ 4 of 5 features Visit Visible
Clienteer #8 in Investor Relationship Management Software 8.5/10 Pricing on request ✓ 5 of 5 features Visit Clienteer

Visible leads on 0 checks, Clienteer on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreVisible · 8.8/10
  • Free planonly Visible
  • Most featuresClienteer · 5 of 5

Visible scores higher on our rubric for investor relationship management software: 8.8 against 8.5 out of 10; our editors rank them #5 and #8.

Visible is the better fit for startups wanting affordable investor CRM plus reporting. Clienteer is the better fit for established firms needing broad investor operations.

  • Visible fits best

    Startups wanting affordable investor CRM plus reporting

  • Clienteer fits best

    Established firms needing broad investor operations

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Visible 8.8/10 Visit ↗ Clienteer 8.5/10 Visit ↗
At a glance
Editor score 8.8 8.5
Ranking #5 in Investor Relationship Management Software #8 in Investor Relationship Management Software
Best for Startups wanting affordable investor CRM plus reporting Established firms needing broad investor operations
Pricing model Free plan + paid Paid
Starting price $59/mo Pricing on request
Free plan ✓ (best) Not checked yet
Free trial — —
Deployment Cloud Cloud, Self-hosted, Desktop, Mobile
Platforms Web Web, Windows, macOS, iOS, Android
Support Email, Live chat, Docs Phone
Integrations 16 integrations 10 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Visible 4/5 · Clienteer 5/5
Email sync ✓ ✓
Deal pipeline ✓ ✓
LP and investor records ✓ ✓
Portfolio tracking ✓ ✓
Mobile app Not checked yet ✓ (best)
Specs
Contact limit 250 Not checked yet
Our review
Pros
  • Free tier includes updates, dashboards, decks, and fundraising pipelines
  • Combines investor CRM, data rooms, portfolio monitoring, and LP reporting
  • Integrates with tools including Salesforce, HubSpot, Slack, and Zapier
  • Tracks capital raising, deal flow, investors, LPs, and portfolio information
  • Connects with Office 365, Exchange, G Suite, Azure, Preqin, and APX
  • Supports web, desktop, mobile, API, and self-hosted deployments
Cons
  • Base limits updates to 250 investors
  • Core and Growth plans cost more as reporting needs expand
  • Access is documented for web and API rather than a verified mobile product
  • Pricing requires a contact-sales process
  • Its broad feature set may exceed the needs of narrowly focused teams
  • Deployment options span cloud, hosted, and on-premise models
Our verdict

Visible is a web-based platform for startup founders and venture capital firms that combines investor relationship management, fundraising workflows, pitch deck sharing, data rooms, investor updates, and portfolio monitoring. Founders can…

Read the review →

Clienteer is a relationship-management platform from Imagineer Technology Group, LLC for hedge funds, private-equity firms, and other asset managers. It brings together capital raising, deal-flow tracking, investor and prospect…

Read the review →
  1. VisibleInvestor Relationship Management Software 8.8Free plan
  2. ClienteerInvestor Relationship Management Software 8.5Pricing on request

Strengths and trade-offs

  • Visible — where it wins

    • Free tier includes updates, dashboards, decks, and fundraising pipelines
    • Combines investor CRM, data rooms, portfolio monitoring, and LP reporting
    • Integrates with tools including Salesforce, HubSpot, Slack, and Zapier

    Where it doesn't

    • Base limits updates to 250 investors
    • Core and Growth plans cost more as reporting needs expand
    • Access is documented for web and API rather than a verified mobile product

  • Clienteer — where it wins

    • Tracks capital raising, deal flow, investors, LPs, and portfolio information
    • Connects with Office 365, Exchange, G Suite, Azure, Preqin, and APX
    • Supports web, desktop, mobile, API, and self-hosted deployments

    Where it doesn't

    • Pricing requires a contact-sales process
    • Its broad feature set may exceed the needs of narrowly focused teams
    • Deployment options span cloud, hosted, and on-premise models
  • Visible8.8/10 · Free plan

    A flexible investor CRM with a free entry tier and useful portfolio reporting tools.

    Visit VisibleFull verdict →
  • Clienteer8.5/10 · Pricing on request

    A broad investor-operations platform for established firms that need connected workflows.

    Visit ClienteerFull verdict →

More comparisons

All investor relationship management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update