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Visible review

Freemium#5 of 25 in Investor Relationship Management Software

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

8.8/10Editor score
Visible8.8 Visit Visible

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

Visible pros and cons

  • 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

Visible fact sheet, pricing and score →

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