Visible

Freemium#5 of 25 in Investor Relationship Management Software

Visible: A flexible investor CRM with a free entry tier and useful portfolio reporting tools. Ranked #5 of 25 in Investor Relationship Management Software by our editors (8.8/10); pricing: Free plan; best for startups wanting affordable investor CRM plus reporting.

8.8/10★★★★☆Editor score

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At a glance

• Editor score
  8.8 / 10
• Pricing
  Free plan
• Best for
  Startups wanting affordable investor CRM plus reporting
• Free plan
  Yes
• Paid from
  $59/mo
• Email sync
  Yes
• Founded
  2014
• Facts checked
  20 Sep 2026

• 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

Our verdict on Visible

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 track investor conversations, share decks, collect KPIs, and send updates, while investment teams can centralize portfolio data, build dashboards, monitor investments, and produce LP reports. AI-assisted extraction from emails, files, and PDFs adds a way to organize information across fundraising and portfolio workflows. It is suited to startups that want investor CRM and reporting in one product, as well as firms managing data from portfolio companies.

Pricing scales by contact volume and reporting depth. The Starter plan is free with either monthly or annual billing and includes investor updates, KPI dashboards, two pitch decks, two fundraising pipelines, and the Visible Connect investor database. Base costs $59 per month with annual billing or $69 monthly, adding updates to 250 investors, unlimited fundraising pipelines, unlimited decks and versioning, and one data room. Core costs $129 annually billed or $149 monthly, raising coverage to 500 investors and adding per-slide analytics, three data rooms, three integrations, and unlimited dashboards. Growth costs $199 with annual billing or $249 monthly, covering 1,000 investors and adding unlimited pitch decks, five data rooms, five integrations, and a dedicated customer support manager.

Visible’s ecosystem fit is a central strength. Integrations include Google Sheets, QuickBooks, Google Analytics, HubSpot, Stripe, Xero, Salesforce, Mercury, Mixpanel, ProfitWell, ChartMogul, Slack, Zapier, Affinity, and the Visible API. That gives teams options for bringing operating and financial metrics into portfolio dashboards and investor reporting. The trade-off is scale: Base is capped at updates to 250 investors, while more advanced capacity requires Core or Growth. Teams also need to choose among web access, API connectivity, and integrations rather than relying on a verified mobile product. Visible is a strong fit for startups and investment teams that value connected fundraising and reporting; teams needing larger contact coverage or mobile-first access should consider alternatives.

Your product? Our editors can test Visible in depth and publish a review, labelled as paid · from $149/mo →

Visible pricing

All 7 Visible plans and prices →

Visible fact sheet

Visible integrations

Visible lists 16 integrations on its own site.

• Google Sheets
• QuickBooks
• Google Analytics
• HubSpot
• Stripe
• Xero
• Salesforce
• Mercury
• Mixpanel
• ProfitWell
• ChartMogul
• Slack
• Zapier
• Visible API
• Affinity
• Airtable

See all Visible integrations →

Alternatives to Visible

• Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
• 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
• DDDynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0

See all Visible alternatives →

Visible vs the competition

• Visible vs Juniper Square
• Visible vs 4Degrees
• DDVisible vs Dynamo CRM & Deal Management
• Visible vs SatuitCRM
• NVisible vs Navatar
• Visible vs Allvue Investor & Investment Management

Compare Visible with any tool side by side →

Featured on iTechGuides

Visible is listed in our Investor Relationship Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

Last updated 7 Oct 2026 · How we research and update