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Visible.vc

Accounting
Editor's pick
Verified Editor's pick ACCOUNTING

Visible.vc deal: Free Starter Plan

The investor reporting and portfolio tracking platform that finally replaces clunky spreadsheets for VCs and founders.

  • Purpose-built for startup investor reporting — not a generic CRM
  • Update builder makes professional investor updates fast to produce
  • Fundraising CRM tracks VC pipeline with round-specific context
  • KPI dashboard integrates with Stripe, QuickBooks, and other data sources
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Verified 3 weeks ago · live Negotiated direct by saasTweaks
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SaaSTweaks Score
78/100Strong Buy

Visible.vc offers a verified, valuable free starter plan for its focused investor reporting and portfolio tracking capabilities, delivering strong value and rapid time-to-value for its target audience.


  • Deal Strength8.0/10

    VERIFIED DEAL MECHANIC is 'discount (Free Starter Plan)' and SAVINGS CLAIM is 'Free Starter Plan' with DISCOUNT TYPE 'verified_pricing'. The editorial summary confirms 'a usable free plan and a 14-day fund trial' and 'Free plan available'. This is a strong verified discount/extended free offer, not merely access-only.

  • Value for Money8.0/10

    Editorial summary states 'Best-in-class for founder → investor quarterly updates' and 'The free plan lowers the barrier to entry to zero.' SaaSTweaks Verdict gives 'Value for Money 8.7'. After the free deal, paid plans start at $50/mo, which is positioned as a 'modest monthly rate' for a focused, purpose-built tool, representing clearly better value vs. manual alternatives or generic tools.

  • Capability8.0/10

    Editorial summary describes it as 'a focused, beautifully designed investor reporting and portfolio monitoring tool' that covers 'investor updates, KPI dashboards, portfolio performance metrics, and LP/GP reporting.' It has 'strong integrations with Carta, QuickBooks, Stripe' and serves both founders and fund managers. SaaSTweaks sub-scores are high (Founder Reporting 9.4, Fund/LP Tooling 8.5). This indicates broad, few-gaps capability for its specific category.

  • Time to Value8.0/10

    Editorial summary implies rapid onboarding: 'The free plan lowers the barrier to entry to zero.' The product replaces manual workflows (Google Docs, Notion, Slack) with a centralized platform. The existence of a free starter plan and a focused use case suggests users can become productive within hours, not days or weeks.

  • Trust & Reliability7.0/10

    Editorial summary notes 'The product has earned a strong reputation in the venture ecosystem and is used by thousands of early-stage companies and hundreds of venture funds.' Live site shows 'Trusted by Over 7,050 Startup Founders and VC Funds' with many logos. SaaSTweaks Verdict includes Customer Support 8.3. No specific uptime/SLA or compliance data is provided, but the user count and reputation signals are strong, warranting a generally positive to strong score.

  • Flexibility & Exit7.0/10

    Pricing tiers are shown (Starter, Pro, Scale, Enterprise), implying standard monthly or annual billing options. The free starter plan suggests low initial commitment. Editorial summary does not detail cancellation or data export policies, but the presence of a free tier and clear paid tiers suggests standard, likely flexible terms. No evidence of extreme lock-in.

Scored 2026-06-06 · How we score →

About Visible.vc

If you've ever stitched together Google Docs, Notion pages, a Carta export, and a few Slack DMs just to send one quarterly LP update, this Visible.vc review is for you. Visible.vc is an investor relations and portfolio tracking platform built for two very specific audiences: early-stage founders who need to report to their investors, and venture capital / private equity fund managers who need to monitor portfolio companies, track fund performance, and run capital calls without drowning in spreadsheets. This deep-dive covers Visible.vc pricing, the feature set that actually matters, and how it stacks up against the alternatives in 2026.

Quick answer: Visible.vc is a focused, beautifully designed investor reporting and portfolio monitoring tool. The free tier covers most early-stage startups; paid plans unlock fund-level analytics, unlimited seats, capital call workflows, and CRM-grade investor pipelines. If you raise money or manage money, it's worth a look — there is a real Visible.vc deal in the form of a usable free plan and a 14-day fund trial.
  • Best-in-class for founder → investor quarterly updates and KPI dashboards.
  • Fund-side tooling covers portfolio analytics, capital calls, distributions, and LP reporting.
  • Free plan available; paid plans start at a modest monthly rate (verify on the site for current pricing).
  • Strong integrations with Carta, QuickBooks, Stripe, and major cap table tools.
  • Skip if you only need a cap table (use Carta) or pure deal CRM (use Affinity).

What is Visible.vc?

Visible.vc is a SaaS platform that sits between a cap table tool and a full fund administration suite. It was built by Bryan Malcolm and the team at Visible to solve a problem every founder and GP recognizes: keeping investors informed is a manual, time-consuming, error-prone process that lives in inboxes, Google Docs, and Notion databases. The platform replaces that workflow with a single source of truth for investor updates, KPI dashboards, portfolio performance metrics, and LP/GP reporting.

For founders, Visible.vc acts as a private investor portal where you publish monthly or quarterly updates — narrative, metrics, asks, and introductions — and your investors can log in, drill into the numbers, and reply. For fund managers, it adds portfolio-level analytics: portfolio company KPIs in aggregate, weighted returns, fund metrics, capital call and distribution workflows, and an investor CRM to track LPs through fundraising. The result is closer to fund accounting software meets an investor relations dashboard than a generic project management tool.

The product has earned a strong reputation in the venture ecosystem and is used by thousands of early-stage companies and hundreds of venture funds, making it one of the more established players in what is otherwise a fragmented category.

Key Features That Actually Matter

Investor Updates

The headline feature. Founders compose narrative updates, attach KPI charts, tag team members, and publish to a private investor portal. Investors receive an email digest and can log in to read, react, and ask questions in-thread. Versioning and read receipts are built in.

KPI Dashboards

Pull metrics from Stripe, QuickBooks, ChartMogul, Google Sheets, and a custom API. Build burn, runway, ARR, MRR, headcount, and any custom chart. Updates flow automatically into your investor reports.

Portfolio Analytics (Funds)

For VCs and emerging managers: aggregate KPIs across every portfolio company, benchmark performance, weight by check size, and spot underperformers early. Fund-level metrics (DPI, TVPI, IRR approximations) are visualized.

Capital Calls & Distributions

Initiate capital calls, send notices, and track LP commitments and receipts. Distributions can be modeled and pushed to investors with a clear audit trail — a significant upgrade from email and wire instructions.

Investor CRM & Pipeline

Track LPs, family offices, and angels through stages of commitment. Log interactions, set reminders, and segment by check size or geography. Useful for emerging managers running their first fund.

Data Room & Diligence

Secure document storage for diligence materials, fund decks, and side letters. Permissions are tied to investor records so LPs only see what they're entitled to.

10k+
Companies & funds on the platform
Free
Tier available for early-stage startups
20+
Native integrations (Carta, Stripe, QBO, etc.)
SOC 2
Type II compliant for LP-grade security

Visible.vc Pricing Explained

Visible.vc runs a freemium model that's worth understanding in detail. How much does Visible.vc cost? The startup side has a free plan that includes unlimited investor updates, one investor portal, basic KPI tracking, and a limited number of investor seats — enough for most pre-seed and seed-stage founders. Paid startup plans unlock more seats, custom domains, advanced permissions, and additional integrations; pricing scales with company size and feature needs (verify current rates on the pricing page, as the vendor adjusts tiers periodically).

For fund managers, pricing is quoted per fund or per seat and is bundled to include portfolio analytics, capital call workflows, the LP CRM, and the data room. Many emerging managers cite Visible.vc as significantly cheaper than legacy fund administration platforms while still delivering the reporting and LP-facing workflows that LPs now expect. A 14-day fund trial is typically available.

If you're comparing Visible.vc pricing against building this internally with Notion + Google Sheets + a custom Zapier chain, the math is straightforward: an early-stage founder spends anywhere from 4–8 hours per month assembling investor updates manually. The paid plan pays for itself in saved time on the first update.

Visible.vc vs Alternatives

The closest Visible.vc alternatives split into two categories: cap-table-first tools that bolt on reporting, and fund administration suites that focus on the GP side. Below is how Visible.vc compares on the dimensions that matter most to founders and fund managers evaluating Visible.vc vs competitors.

FeatureVisible.vcCartaAngelList StackAffinity
Investor update portal✓ Native, best-in-classBasic add-on
KPI dashboards & metrics✓ Strong, Stripe/QuickBooks nativeLimitedLimited✗ Not a metrics tool
Cap table managementIntegration with Carta✓ Category leader✓ For funds
Capital call / distribution workflows✓ Built-inLimited✓ Strong
LP / investor CRM✓ YesLimited✓ Yes✓ Category leader for deal CRM
Free plan available✓ YesLimited free tier
Best forFounders + emerging managersCap table + later stageFund formation + roll-up vehiclesDeal-sourcing CRM

If your primary need is the cap table itself, Carta still wins. If you're sourcing deals and tracking relationships, Affinity is the right call. But for the very specific job of communicating performance to investors, Visible.vc occupies a lane that none of the others serve as well.

How to Get Started with Visible.vc

  1. Step 1 — Sign up for the free plan. Visit visible.vc, create a workspace, and connect your domain (or use the default subdomain). No credit card is required for the startup free tier.
  2. Step 2 — Connect your data sources. Link Stripe, QuickBooks, Google Sheets, or push metrics via the public API. Visible.vc will start building out your KPI dashboard automatically.
  3. Step 3 — Import your investor list. Add investor records manually, import from a CSV, or sync from your cap table tool. Assign each investor a permission level.
  4. Step 4 — Publish your first update. Use a template, attach the auto-generated charts, tag teammates, and publish. Investors receive a digest email and can log into the portal.
  5. Step 5 — Upgrade when you need more. When you outgrow the free tier — typically after Series A or when onboarding LPs as a fund manager — move to a paid plan for advanced permissions, portfolio analytics, or capital call workflows.

Who Should Use Visible.vc?

✓ Use Visible.vc if you:

  • Are a founder sending monthly or quarterly updates to angels, VCs, or a board.
  • Run an emerging venture fund and need LP reporting, capital calls, and portfolio analytics without enterprise software costs.
  • Spend hours per month stitching together investor reports in Google Docs and Sheets.
  • Want a private, branded investor portal instead of blasting PDFs over email.
  • Need a single source of truth that ties KPIs, narrative, and investor records together.

✗ Skip Visible.vc if you:

  • Only need a cap table — Carta is the better tool for that job.
  • Are an enterprise fund with a dedicated fund administrator and complex waterfall calculations.
  • Run a deal-sourcing CRM workflow where Affinity or Attio is more appropriate.
  • Have no investors and no plans to raise — the product is built for the relationship.

Is Visible.vc Worth It in 2026?

For the specific job of investor reporting and portfolio monitoring, the answer to "is Visible.vc worth it?" is an emphatic yes for the audience it's built for. The free plan removes any real risk for early-stage founders, and the paid tiers are priced reasonably for the time saved and the professionalism gained. The product is opinionated, the UI is genuinely good, and the integrations cover the long tail of tools that founders and funds already use. If you've been wondering "is Visible.vc worth it" for your specific workflow, the honest answer is: try the free plan, send your next investor update through it, and decide based on the time you get back.

For fund managers, the calculus is even more compelling. Replacing a patchwork of Notion, QuickBooks, Excel, and email with one platform that handles investor updates, capital calls, distributions, and portfolio analytics is a real operational upgrade — and the Visible.vc deal of a usable free tier plus a fund trial makes the evaluation essentially free. As always, verify current pricing on the site before committing, since SaaS pricing in this category changes often.

✓ Verified · 2026
Start with Visible.vc free

Spin up an investor portal in minutes. Free plan covers unlimited updates for early-stage startups; paid tiers unlock fund analytics, capital calls, and unlimited seats.

Get started with Visible.vc →

Capabilities

  • Cap table auto-syncs from Carta or manual upload
  • Investor update templates cut drafting time by 60%
  • One-click batch send to all investors at once
  • Free Starter Plan includes core cap table and 1 update template
  • SaaSTweaks-verified affiliate deal
  • Vendor-direct activation flow
  • Editorial pros + cons review
  • Tracked savings claim with refresh date

What's included

01

Manage 30+ investors across two funding rounds

Founders juggling Series A closes and existing seed investors use Visible.vc to send cohesive monthly updates to both groups without duplicating effort. Cap table snapshots show dilution impact of new rounds in real time, reducing investor questions about ownership math.

02

Centralize cap table and investor records

Finance teams use Visible.vc as a single source of truth for shareholder data, investor contact info, and communication history. Audit trails and versioning reduce errors when cap table changes occur mid-round.

03

Keep angel investors updated without overhead

Founders with 5–15 angel investors use the Free Starter Plan to send quarterly updates and cap table snapshots. Visible.vc eliminates the need for a separate investor CRM or email template library.

How to claim

  1. Click claim

    Hit the button on this page — opens the partner site in a new tab.

  2. Sign up through the partner link

    No code needed — the offer applies automatically when you register through our Visible.vc link.

  3. Offer applies automatically

    No surcharge to you — verified by the SaaSTweaks Deal Desk, not the vendor.

Frequently asked

Does Visible handle the cap table?
No. Pair it with Carta, Pulley, or Capdesk for cap table and equity admin.
Can I send the same update to LPs and angels?
Yes. Scale and Enterprise tiers let you segment recipients and tailor metrics per audience.
Which accounting tools does it integrate with?
QuickBooks Online and Xero natively. Stripe, HubSpot, Salesforce, Google Analytics, and CSV upload also supported.
Is the free plan really free?
Yes. It limits the number of recipients per update and the number of metrics, but it is not a trial.
Does it work for funds?
Yes — Visible has a separate product for VC firms reporting to LPs. The pricing here is the founder-side product.
How long do recipients keep access to old updates?
As long as your account is active. They can also be removed individually at any time.

User reviews

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