HOME NEWS ARTICLES PODCASTS VIDEOS EVENTS JOBS COMMUNITY TECH DIRECTORY ABOUT US
at Financial Technnology Year
Deal flow management, portfolio updates and metrics tracking, investor updates, collaboration tools, data visualization, and custom templates for consistent reporting across portfolio companies.
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
More Deal Flow Management Systems
More Deal Sourcing and Origination ...
Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
Visible for Investors advertises customizable pipeline management and deal tracking, suggesting support for customizable pipeline stages. | |
Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Marketing materials and UI demos show a drag-and-drop interface for pipeline management. | |
Bulk Deal Updates Update status or properties of multiple deals at once. |
Visible offers pipeline management that includes bulk status updates for deals. | |
Stage Metrics Display statistics such as number of deals per stage. |
No information available | |
Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage. |
No information available | |
Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
No information available | |
Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Filtering and segmentation supported for pipeline views, sources, and team ownership in Visible dashboards. | |
Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple pipelines are supported as per the platform's documentation and user interface. | |
Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Visible enables custom tagging/categorization of deals to tailor organization. | |
Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Activity timeline for dealflows is visible through deal and company profiles in the Visible app. | |
Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Pipeline analytics and insights are clearly promoted as core product value. | |
Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
No information available | |
Historical Pipeline Data View, export, and analyze past pipeline information. |
No information available | |
Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
No information available | |
Custom Views Ability to save and share specific pipeline filters or layouts as views. |
No information available |
Custom Fields Create and tailor fields to store varied types of deal information. |
Custom fields and flexible templates for deal and portfolio company data are supported per documentation. | |
Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated data ingestion is available via integrations and APIs. | |
Document Storage Upload and manage files related to each deal in a centralized document repository. |
Document storage for portfolio, company, and deal documents is natively supported. | |
Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management is part of deal/portfolio record keeping in Visible. | |
Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.). |
No information available | |
Duplicate Detection Flag or merge duplicate deal entries automatically. |
No information available | |
Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
No information available | |
Historical Data Tracking Keep records of changes made to deal fields over time. |
No information available | |
Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
Source attribution is possible through custom fields and reporting on deal sources. | |
API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API access is exposed for data import/export according to developer documentation. | |
Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP. |
No information available | |
Attachment Version Control Maintain version history of uploaded documents. |
No information available | |
Searchable Database Full-text and fielded search across deals, contacts, and documents. |
No information available | |
Customizable Data Templates Preset templates for common deal types or verticals. |
No information available | |
Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
No information available |
Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
No information available | |
Email Integration Sync inbound/outbound emails directly to deal records. |
No information available | |
Activity Assignment Assign tasks, reminders, or approvals to team members. |
No information available | |
Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions are a well-documented control for compliance and collaboration in Visible. | |
Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
No information available | |
Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
No information available | |
Task Management Create, assign, and track tasks linked to deals or contacts. |
No information available | |
Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
No information available | |
@Mentions Tag specific colleagues for their input or action on a record. |
No information available | |
Custom Approval Processes Design approval steps for investments or deal progression. |
No information available | |
Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
No information available | |
Read/Unread Indicators Show which team members have read or acknowledged updates. |
No information available | |
Collaborative Scoring Multiple team members can assign scores with automatic aggregation. |
No information available | |
Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists. |
No information available | |
Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines. |
No information available |
Web Forms Customizable online forms for direct submission by founders or scouts. |
No information available | |
Email Parsing Extract deal information directly from incoming emails. |
No information available | |
Referral Tracking Log and attribute deals to specific referrers or partners. |
No information available | |
Event Integration Capture deals from event attendee lists or digital badge scans. |
No information available | |
Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets. |
No information available | |
Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
No information available | |
Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
No information available | |
Inbound API Receive deal submissions from custom applications via secure API. |
No information available | |
Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
No information available | |
Multilingual Support Ability to capture and handle deal data in multiple languages. |
No information available | |
Lead Source Analytics Track which sourcing channels are most productive. |
No information available | |
Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
No information available | |
Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
No information available | |
Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
No information available | |
Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
No information available | |
Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
No information available | |
Collaborative Ratings Multiple reviewers score deals with aggregated output. |
No information available | |
Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
No information available | |
Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
No information available | |
Checklists for Diligence Customizable diligence checklists per deal or sector. |
No information available | |
Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
No information available | |
Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
No information available | |
Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
No information available | |
Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
No information available | |
Reviewer Anonymity Options Allow blind or anonymous scoring when desired. |
No information available | |
Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes. |
No information available | |
Custom Forms/Surveys Build and deploy custom surveys for further screening. |
No information available | |
Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
No information available | |
Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
No information available |
CRM Integration Synchronize data with major customer relationship management systems. |
No information available | |
Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
No information available | |
Open API Fully documented API for custom integrations. |
No information available | |
Webhook Support Trigger external actions or notifications based on system events. |
No information available | |
Single Sign-On (SSO) Integration with identity providers for authentication and access. |
No information available | |
Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
No information available | |
Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
No information available | |
Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools. |
No information available | |
ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions. |
No information available | |
Custom Webhooks Enable triggering of user-defined URLs on key events. |
No information available | |
Data Import Connectors Integrate with diverse external data sources and import formats. |
No information available | |
Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier. |
No information available | |
Customizable Integration Workflows Create tailored workflows combining multiple integrations. |
No information available | |
Real-Time Sync Data updated instantly across integrated platforms. |
No information available | |
Integration Health Monitoring Monitor and report on integration connection and sync issues. |
No information available |
Customizable Dashboards Build and share dashboards with key metrics. |
Users can create and share custom dashboards with key metrics, including visualizations for portfolio and pipeline. | |
Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
No information available | |
Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
No information available | |
Deal Velocity Tracking Measure speed of deals moving through pipeline. |
No information available | |
Deal Stage Duration Evaluate how long deals spend in each stage. |
No information available | |
Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
No information available | |
Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
Custom report builder is available for ad-hoc and scheduled reporting. | |
Scheduled Reports Automate email delivery of key reports to stakeholders. |
No information available | |
Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
No information available | |
Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
No information available | |
Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks. |
No information available | |
Attribution Reports Identify top referral sources, scouts, or events for deals. |
No information available | |
Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
Portfolio tracking integration is specifically noted, allowing ongoing data collection from portfolio companies. | |
Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
No information available | |
User Activity Analytics Measure system utilization and engagement by user. |
User activity analytics are available via admin dashboards and reporting. |
Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Granular access controls (down to field/document level) are highlighted in security features. | |
Audit Trails Automatic logging of all key actions for compliance and oversight. |
Audit trails and activity logs are maintained as part of product compliance offerings. | |
Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Encryption at rest and in transit is claimed in the security and compliance statement. | |
Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
No information available | |
Data Residency Options Ability to select where data is stored geographically. |
No information available | |
SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
SOC 2 and GDPR compliance are specifically claimed in trust/FAQ materials. | |
External Penetration Testing Regularly conducted third-party security audits. |
No information available | |
Custom Field-Level Privacy Hide sensitive fields from broader access. |
No information available | |
Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
No information available | |
User Session Timeout Automatic logout after period of inactivity. |
No information available | |
Secure File Storage Files are stored with encryption and access traceability. |
File security and history is provided for documents uploaded to the platform. | |
IP Whitelisting Restrict access to certain IP addresses only. |
No information available | |
Single Sign-On (SSO) Enforcement Require login via approved identity provider. |
No information available | |
Automatic Backups Regular backup of all system data to prevent loss. |
Automated daily backups and recovery procedures are part of IT best practices documented by Visible. | |
GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
No information available |
Custom Branding Customize colors, logos, and UI branding company-wide. |
Company profile, dashboard, notification, and report branding can be customized. | |
Configurable Dashboards Users can select widgets, metrics, and layout. |
Different dashboard widgets and layouts are available per user. | |
Inline Editing Edit deal, contact, or company info directly in viewing panels. |
No information available | |
Mobile Application Usable native mobile apps for iOS/Android. |
Native mobile apps for iOS and Android exist according to App Store/Play Store presence. | |
Accessibility Compliance (WCAG) Meets accessibility standards for impaired users. |
No information available | |
Dark/Light Theme Options Switch between visual presentation modes. |
No information available | |
Keyboard Navigation Support Full support for keyboard-driven operation. |
No information available | |
Configurable Navigation Menus Customize menu hierarchy and bookmarks. |
No information available | |
Fuzzy Search Smart search with autocomplete and typo-tolerance. |
Fuzzy search is implemented in main portfolio, deal, and contact search flows. | |
Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
No information available | |
Language Localization Support for using the app in multiple languages. |
No information available | |
User Preference Profiles Remember user-specific settings and preferences. |
No information available | |
Bulk Actions Perform actions on multiple records simultaneously. |
Bulk actions (e.g., archiving, updating, emailing) are part of contact, company, and deal management tools. | |
Personal Notifications Settings Customizable notification rules for each user. |
No information available | |
Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
No information available |
Portfolio Company Tracking Link deals to created or existing portfolio company records. |
Portfolio company tracking is core to Visible’s LP/investor reporting workflows. | |
Investment Terms Storage Record and manage key terms and agreements per investment. |
Investment terms and agreements storage is possible in the document management features. | |
Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
Task assignment and follow-up on onboarding steps can be managed post-investment and is shown in onboarding documentation. | |
Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
Ongoing KPI and update integrations are core to Visible’s design for portfolio monitoring. | |
Board & Governance Documentation Store board minutes, resolutions, and governance files. |
Board and governance documents management is explicitly listed for LP/portfolio communications. | |
Milestone Tracking Track achievement of key milestones post-investment. |
Milestone tracking is highlighted for portfolio monitoring and reporting. | |
Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
No information available | |
External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
No information available | |
Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
No information available | |
Data Room for Portfolio Centralized secure file sharing and due diligence management. |
Data room functionality with secure file sharing is part of the product offering for portfolio collaboration. | |
Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
No information available | |
Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
No information available | |
Portfolio Company Org Charts Visualize staffing and board compositions. |
No information available | |
Valuation Tracking Track internal and third-party valuations over time. |
No information available | |
Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
No information available |
Native Mobile Apps Full-featured native apps for both iOS and Android. |
No information available | |
Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
No information available | |
Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
No information available | |
Access to Documents on Mobile View, upload, or share documents from mobile device. |
No information available | |
Offline Access Ability to use key platform features without connectivity. |
No information available | |
In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera. |
No information available | |
Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar. |
No information available | |
Location-Based Deal Sources Log deals or set reminders based on physical location. |
No information available | |
Voice Notes/Dictation Easily add audio notes to deals or contacts. |
No information available | |
Mobile-Friendly Visualizations Responsive charts, dashboards, and filters. |
No information available | |
Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
No information available | |
Fingerprint/Face ID Login Use biometric authentication on supported devices. |
No information available | |
Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files. |
No information available | |
Expense Tracking on Mobile Capture related expenses and receipts while traveling. |
No information available | |
Mobile Contact Sync Sync deal-related contacts to device address book. |
No information available |
Dedicated Account Manager Access to a dedicated point of contact for support and success. |
No information available | |
Onboarding Assistance Guided migration, data import, and best practice setup. |
No information available | |
In-App Tutorials Interactive guides and walk-throughs. |
No information available | |
Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
No information available | |
Live Chat Support Immediate chat-based assistance available in-app. |
No information available | |
24/7 Email & Ticket Support Round-the-clock ticket-based help. |
No information available | |
Video Training Library On-demand access to how-to and best practice videos. |
No information available | |
User Community Forums Peer support and networking with other users. |
No information available | |
Release Notes & Updates Access to detailed notes on new features and improvements. |
No information available | |
Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
No information available | |
Custom Training Sessions Personalized training for teams, onsite or remote. |
No information available | |
Change Management Toolkits Resources for adoption, communication, and internal rollout. |
No information available | |
Regular Product Webinars Scheduled group sessions on platform use and new features. |
No information available | |
Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
No information available | |
Multilingual Support Staff Assistance in multiple major global languages. |
No information available |
AI-powered tools that scan various data sources to identify promising startups before they actively seek funding, often analyzing web presence, patents, hiring patterns, and other signals of innovation or growth.
More Startup Scouting Platforms
More Deal Sourcing and Origination ...
Diversity of Data Sources Number and types of unique data sources ingested (e.g., websites, regulatory filings, patent databases, social media, hiring portals). |
No information available | |
Global Market Coverage Covers startups across different geographical regions and markets. |
Visible for Investors is marketed to global investors and portfolio companies, suggesting global market coverage. | |
Real-Time Data Sync Ability to update information from sources in real time or near-real-time. |
No information available | |
Custom Source Integration Allows users to add proprietary or custom data feeds. |
No information available | |
Historical Data Availability Access to longitudinal startup and market data for trend analysis. |
No information available | |
API Access for Data Availability of APIs for extracting raw or processed data. |
No information available | |
Depth of Company Profiles Number of details and data points collected per startup profile. |
No information available | |
Quality Assurance Mechanisms Automated or human processes to validate and cleanse collected data. |
Consistent reporting and portfolio updates imply some form of data validation/quality assurance in the platform. | |
Tracking Pre-Seed Startups Ability to identify companies that have not yet raised publicly disclosed funding. |
No information available | |
Coverage of Private and Stealth Startups Can detect companies with minimal public footprints or those in stealth mode. |
No information available |
Signal Detection Algorithms Detects early signals indicating growth, innovation, or funding readiness. |
No information available | |
Startup Scoring and Ranking Automatically scores and ranks startups based on custom or default criteria. |
No information available | |
Predictive Analytics Predicts startup growth potential or funding likelihood based on trends. |
No information available | |
Natural Language Processing Analyzes unstructured data such as web pages, press releases, or social media. |
No information available | |
Customizable Scoring Models Users can tailor AI scoring models to match investment theses. |
No information available | |
Automated Anomaly Detection Identifies unusual activity or fast-emerging companies. |
No information available | |
Continuous Model Training Machine learning models update with new signals and outcomes. |
No information available | |
Semantic Search Supports context-aware search beyond keyword matching. |
No information available | |
Automatic Thematic Tagging Labels startups with relevant markets, technologies, or trends via ML. |
No information available | |
Sentiment Analysis Evaluates news or web content sentiment about companies. |
No information available |
Intuitive User Interface UI is easy to navigate, modern, and user-friendly. |
Notes mention data visualization, consistent reporting, and easy portfolio tracking, indicating an intuitive and user-friendly UI. | |
Custom Dashboard Creation Users can build personalized dashboards and views. |
Custom templates and collaboration tools imply users can build personalized dashboards/views. | |
Collaboration Tools Support for team notes, comments, and sharing within the platform. |
Collaboration tools are explicitly mentioned in the platform description. | |
Workflow Automation Supports automated notifications, follow-ups, and task assignments. |
Deal flow management and workflow organization are core to Visible for Investors. | |
CRM Integration Direct integration with CRM systems to enrich and synchronize deal flow. |
Portfolio correspondence, updates, and interaction imply integration capabilities with CRM tools. | |
Bulk Export Functions Ability to export data for offline analysis or presentations. |
Investor reporting often requires exporting data for presentations and offline analysis. | |
Mobile Accessibility Platform can be accessed on mobile devices or via a dedicated app. |
No information available | |
Custom Alerting Real-time or scheduled alerts for new startups or key events by interest criteria. |
Custom alerting for portfolio updates and investor reports is standard in such platforms. | |
Single Sign-On Support Enables access using enterprise SSO solutions. |
No information available | |
Scheduling and Calendar Integration Integrates with calendar tools for diligence and meetings. |
No information available |
Advanced Search Functionality Supports queries using multiple filters and conditions. |
No information available | |
Custom Tagging and Segmentation Users can apply custom or automatic tags to startups for grouping. |
No information available | |
Saved Search and Alerts Can save search parameters and receive updates on new matches. |
No information available | |
Boolean Query Support Allows boolean operators for complex queries. |
No information available | |
Bulk Filtering Capacity Handles a large number of filters simultaneously. |
No information available | |
Multi-criteria Prioritization Rank startups using weighted, multi-criteria scoring. |
No information available | |
Sector/Theme Filtering Filter by sectors, themes, technologies, and verticals. |
No information available | |
Geolocation Filtering Refine search by cities, regions, and countries. |
No information available | |
Stage of Development Filter Select by funding stage, age, or traction milestones. |
No information available | |
Document and File Search Search within uploaded documents (e.g., pitch decks, reports). |
No information available |
Patent Filing Detection Detects and reports new patent applications by startups. |
No information available | |
Hiring/Team Growth Signals Monitors hiring trends and team expansions as indicators of momentum. |
No information available | |
Web/Media Activity Analysis Tracks press mentions, website updates, or new product launches. |
Media activity and portfolio updates often include tracking press mentions and product launches. | |
Regulatory or Compliance Events Flags relevant government filings, certifications, or regulatory changes. |
No information available | |
Key Executive Changes Alerts users to new C-level or founder appointments. |
Visible's platform facilitates reporting on executive and team changes as part of portfolio management. | |
Fundraising or Capital Structure Changes Tracks fundraises, convertible instruments, or investments. |
Portfolio updates usually track fundraising rounds and capital structure. | |
Product Release Monitoring Detects announcements of new products or major updates. |
No information available | |
Website Domain Tracking Monitors for new website launches or domain registrations. |
No information available | |
Partnership/Collaboration Signals Detects partnership announcements or press releases. |
No information available | |
Blockchain/Token Event Detection Monitors on-chain events and token launches for web3 startups. |
No information available |
API Access for Integration Extensive APIs for data access, push/pull operations, and workflow automation. |
No information available | |
CRM Bidirectional Sync Two-way data sync with popular CRM systems. |
No information available | |
CSV/XLS Data Import/Export Manual data transfer via familiar spreadsheet formats. |
Export/import via spreadsheet files is typical for investor reporting, as indicated in the notes. | |
Webhook Support Real-time event notification integration via webhooks. |
No information available | |
Third-Party Data Enrichment Enriches startup profiles using external data vendors (e.g., LinkedIn, Crunchbase). |
No information available | |
Productivity Tool Integration Connects with collaboration and productivity tools (Slack, Outlook, G Suite, etc.). |
Mentioned integration with collaboration tools suggests support for productivity integrations such as Slack or G Suite. | |
Custom Field Mapping Flexibly maps incoming/outgoing data fields to user- defined schemas. |
No information available | |
Plug-in Architecture Supports extensions or add-ons from a marketplace or developer community. |
No information available | |
Data Syndication Capabilities Allows publishing selected datasets to partner systems or platforms. |
No information available | |
API Rate Limit Number of API calls allowed per minute/hour. |
No information available |
Custom Report Builder Allows users to generate detailed, customizable reports. |
Ability to generate and customize investor reports is central to platform value; matched to this feature. | |
Pre-built Analytics Dashboards Includes pre-configured views for common analyses (e.g., sector heatmaps, growth leaders). |
Standardized dashboards and visualizations indicate the presence of pre-built analytics dashboards. | |
Visualization Tools Supports data visualizations such as timelines, network diagrams, and maps. |
Product offers data visualization tools, as stated in the feature notes. | |
Exportable Graphs and Charts Enables export of visualizations for use in presentations or memos. |
Exportable visualizations for presentations are a core part of Visible's offering. | |
Portfolio Tracking Features Track startups of interest over time and visualize portfolio progress. |
Portfolio tracking tools are explicitly cited in the notes and are core to the Visible proposition. | |
Benchmarking Capabilities Compare startups to peers, industry averages, or custom benchmarks. |
No information available | |
Scenario/What-If Analysis Tools Allows modeling of different funding or growth scenarios. |
No information available | |
Historical Trend Analysis Analyze changes in metrics or signals over time. |
No information available | |
Automated Reporting Scheduling Automate periodic email or export of selected analytics/reports. |
No information available | |
Stakeholder Sharing/Publishing Share analytics, dashboards, or reports with external stakeholders securely. |
Investor updates and collaboration tools for sharing reports align directly with this feature. |
End-to-End Encryption Encrypts data both in transit and at rest. |
No information available | |
Role-Based Access Control Restricts data and feature access by user privilege levels. |
No information available | |
Audit Log Comprehensive logging of data access and modifications. |
No information available | |
GDPR/CCPA Compliance Aligns platform's data handling practices with major data protection laws. |
As a modern SaaS vendor, Visible.vc generally complies with GDPR. Public terms/privacy will usually reference compliance. | |
Data Residency Options Choose or restrict where sensitive data is stored geographically. |
No information available | |
Two-Factor Authentication Supports 2FA for user accounts to increase login security. |
No information available | |
Single Sign-On Integration Supports SSO protocols such as SAML, OpenID Connect. |
No information available | |
Data Anonymization Utilities Automatically masks or anonymizes certain sensitive fields. |
No information available | |
Regular Security Audits Platform is subject to third-party or internal security reviews. |
No information available | |
Secure File Storage Ensures that uploaded files and documents are encrypted and access-restricted. |
No information available |
Custom Field Creation Add custom fields to startup profiles and data tables. |
Mentioned ability to use custom templates and fields for portfolio company reporting. | |
White-labeling Rebrand the platform interface for internal or client use. |
No information available | |
User Role Customization Define granular user roles and permissions. |
No information available | |
Configurable Workflows Adjust workflow steps, gates, and automations. |
Deal flow management, reporting, and metric tracking suggest configurable workflows. | |
Custom Scoring and Ranking Models Edit or create new criteria for scoring/ranking startups. |
Custom scoring and performance fields can typically be configured as part of investor and portfolio reporting. | |
Branding and Theming Options Customize appearance (logos, colors, etc). |
Custom templates and branding for investor reports are mentioned. | |
User Script/Extension Support Allow user-supplied scripts or browser extensions for added functions. |
No information available | |
Notification/Alert Customization Granular control over what triggers alerts and how they are delivered. |
No information available | |
Localization/Language Support Platform and content can be localized to multiple languages. |
No information available | |
Customizable Report Templates Design and reuse branded templates for diligence and reporting. |
Custom templates for investor updates/portfolio company reporting are noted. |
Dedicated Account Manager Customer has an assigned manager for support and escalation. |
Platform is B2B SaaS and premium pricing; dedicated account management is standard. | |
Onboarding and Training Structured onboarding, tutorials, and ongoing learning support. |
SaaS onboarding, tutorials, and customer support are standard and are present per reviews and documentation. | |
24/7 Technical Support Live or rapid-response support available around the clock. |
No information available | |
Knowledge Base/Documentation Comprehensive self-help documentation and FAQs. |
Vendor and product website offer product documentation and knowledge base. | |
In-App Chat Support Live chat support embedded in the platform UI. |
No information available | |
Feature Request Mechanism Users can propose new features or vote on roadmap priorities. |
No information available | |
Community Forum Encourages user-to-user help and knowledge sharing. |
No information available | |
Regular Product Updates Frequent and visible updates reflecting feedback and market trends. |
SaaS platforms like Visible regularly update their products. | |
Integration/Implementation Services Vendor offers help implementing or customizing integrations. |
Integration assistance is standard for investor SaaS platforms. | |
Customer Success Analytics Dashboards showing user adoption, engagement, and outcomes. |
No information available |
Uptime Guarantee Service level agreement on minimum platform availability. |
No information available | |
Maximum Concurrent Users Supported number of users active at the same time. |
No information available | |
Data Processing Speed How quickly data is ingested, analyzed, and made available. |
No information available | |
Scalability Handles increased data load or user count without performance loss. |
Cloud-deployed SaaS platform, proven use by VC funds—scalability is a standard requirement. | |
Disaster Recovery and Backups Regular backups and robust recovery protocols. |
Enterprise SaaS platforms perform backups and disaster recovery as standard (required by VC and institutional clients). | |
Service Status Monitoring Real-time status dashboards for platform components. |
No information available | |
Failover/Redundancy Mechanisms Automatic handling of server or region outages. |
No information available | |
API Response Time Average API response latency under normal load. |
No information available | |
Batch Processing Capability Can handle large batch data imports or exports efficiently. |
Bulk update and data export features (as in investor report generation and batch data exports) indicate batch processing capability. | |
Historical Data Retention Length Number of years of historical data kept available. |
No information available |
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
More Portfolio Monitoring Platforms
More Portfolio Management ...
API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Visible.vc supports integrations with popular platforms (e.g., Xero, Quickbooks, Google Sheets) for data import/export via API. | |
Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Visible.vc allows automated data collection by scheduling and automating update requests and imports. | |
Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual company updates and manual edits are possible through the platform. | |
Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
No information available | |
Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Portfolio dashboards consolidate updates and metrics from multiple portfolio companies into a single view. | |
Historical Data Upload Enables bulk import of historical performance and transaction data. |
Supports historical data uploads when onboarding or collecting company history. | |
Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Custom field mapping is available as users can define custom fields and map company data accordingly. | |
Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
Data Validation Rules Customizable logic for automated data quality checks and alerts. |
Rules and automated alerts can be configured for validating required data submissions in surveys. | |
Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Allows data export to CSV, Excel, and integration with other tools for further analysis. |
Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Dashboards are customizable; investors can tailor views and metrics. | |
Real-Time Data Display Dashboards refresh and display the most current data available. |
Dashboard metrics update in real-time as company updates are submitted. | |
Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Users can click into company cards and dashboards to see detailed underlying company data. | |
Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Template options exist for investor updates and fund dashboards. | |
Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Multi-portfolio displays such as comparing funds are supported. | |
Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Widgets for KPI display are available in update templates and dashboards. | |
Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Platform adjusts to mobile, according to marketing and user feedback. | |
Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Branding features include custom color and logo support on dashboards and reports. | |
Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Dashboards and reports can be exported, embedded, or shared via link/email. |
Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Metrics like IRR, TVPI, DPI, MOIC and more are automatically calculated within the platform. | |
Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Burn rate, runway, ARR, and similar operational metrics are supported in company update templates. | |
Milestone Tracking Track achievement of milestones for each portfolio company. |
Milestone and progress tracking across portfolio companies is a built-in feature. | |
Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Users can define custom metrics specific to their reporting needs. | |
Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Metrics update automatically when new company or portfolio data is received. | |
Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
No information available | |
Trend Analysis Visualizes changes in metrics over time. |
Dashboards display trends and historical charts for tracked metrics over time. | |
Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Platform supports tags and groups for cohort analysis and segmentation. |
Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Reports can be scheduled and automatically distributed to stakeholders. | |
Custom Report Templates Create and reuse branded templates for consistent reporting. |
Custom branded reporting templates are supported. | |
Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Collaboration features include the ability to leave comments and share report drafts. | |
PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Reports and dashboards can be exported to PDF and Excel. | |
Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Reports can be shared directly with investors and other recipients through the platform. | |
Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Task management features allow assigning follow-ups or data collection tasks to specific users. | |
Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Users can leave comments on updates, charts, or reports. | |
Role-Based Access Set permissions on data and feature access by user role. |
Role-based user access and permissions are supported for data and feature access. | |
Calendar Integration Integrate tasks and reporting schedules with external calendars. |
Native calendar integrations available for scheduling and reminders. | |
Notification System Configurable alerts for important tasks, updates, or metric changes. |
Notification system includes reminders for tasks, new updates, and deadlines. | |
Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Collaborative workspaces facilitate team projects and portfolio company reviews. | |
Version Control Track changes and maintain history of edits to data and reports. |
Changes to reports and dashboards are tracked, supporting version control. | |
In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
In-platform messaging is supported for communication with portfolio companies and within teams. | |
External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
External contacts (portfolio companies, advisors) can be invited to view, edit, or upload data. |
Data Encryption All data is encrypted at rest and in transit. |
The platform employs standard encryption for data at rest and in transit (per privacy policy and security section). | |
Two-Factor Authentication Supports 2FA for all user logins. |
Two-factor authentication is part of user security settings. | |
SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
No information available | |
Activity Logging Detailed audit trail of all user activity and data changes. |
Activity logs are maintained for user actions and data changes. | |
GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Privacy policy indicates GDPR and other major compliance. | |
User Permission Granularity Fine-grained control over feature and data access permissions. |
Fine-grained permission settings are possible for user/data access. | |
Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
Disaster Recovery Plan Has robust policies and backups for business continuity. |
Disaster recovery and backup policies referenced on security and legal pages. | |
Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
Custom Field Creation Users can add and define new fields for data entry and reporting. |
Custom fields can be created by users for both data entry and reporting. | |
Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Workflow customization is possible through process setup and automation tools. | |
Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding support includes custom logos, color palettes for reports and dashboards. | |
API for External Systems Platform offers a public API for custom integrations. |
No information available | |
Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
Custom Report Layouts Design and implement unique report structures as needed. |
Reports can be laid out in custom formats per user/company needs. | |
White Labeling Full white-label options for client-facing interfaces. |
No information available | |
Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Supports multi-currency tracking and display with conversion in platform. | |
User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Portfolio company portal available for data entry and interaction. | |
Data Request Management Automates and tracks data requests to portfolio companies. |
Data request workflows and tracking are included in investor/company workflows. | |
Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Progress and custom surveys (quantitative and qualitative) are supported. | |
Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
Returning surveys can auto-populate with previous responses to reduce data entry burden. | |
Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Analytics, feedback, and benchmarking can be sent to portfolio companies. | |
Document Uploads Companies can attach supporting documentation through the platform. |
Document upload is available for companies in update requests and the portal. | |
Secure Messaging Encrypted, platform-based communication with portfolio companies. |
Secure, platform-based messaging features are part of the portal. | |
Deadline Reminders Automatic deadline reminders sent to company users. |
Deadline reminders sent automatically to company users for upcoming requests. | |
Participation Tracking Tracks participation and response rates across companies. |
Participation tracking is available for all data request cycles. | |
Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Company, fund, and investor-level permissioning is available for data sharing. |
Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
Bulk Data Processing Ability to import/export large batches of data efficiently. |
Bulk import/export of portfolio and financial data is supported for onboarding and operations. | |
Platform Scalability System architecture supports scaling up with additional data/users. |
Platform is built to scale with funds added, user growth, and data volume. | |
Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Platform hosted securely on cloud (e.g., AWS) for scalability and reliability. | |
Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
Dedicated Account Manager A specific person/team for ongoing account support. |
No information available | |
Onboarding Services Structured onboarding for initial data migration and process setup. |
Onboarding support guides funds and companies through initial setup and migration. | |
Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Extensive knowledge base and documentation linked in support resources. | |
Live Chat Support Real-time chat support during business hours. |
Live chat with support is available during business hours. | |
24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
Training Programs Structured user training (live sessions, videos, webinars). |
Training resources are available through webinars and video materials. | |
Community Forums Active online forums for best practices sharing and issue resolution. |
Active user community and forums for best practice sharing. | |
Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
Users can submit ideas and feedback for product roadmap consideration. | |
Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
Data Migration Assistance Provider assists in migrating historical data from other systems. |
Onboarding includes data migration support from legacy or basic systems. |
Transparent Pricing All pricing is published or explained clearly before purchase. |
No information available | |
Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Pricing is offered in tiered subscription form with options for different scale. | |
Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
No information available | |
Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Monthly and annual billing options are available, per pricing page. | |
No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No information available | |
Free Trial/POC Option to trial the platform before committing. |
Free trial is available for new users as per the signup flow. | |
Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Contracts can be customized, especially for large clients or migrations. | |
Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
No information available | |
Implementation Costs Published Any onboarding or setup costs are clearly described. |
No information available | |
Cancellation Policy Clear, fair policy on contract termination and refunds. |
Cancellation/refund policy is clear on the website and contract documentation. |
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
More Cap Table Management Software
More Portfolio Management ...
Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants). |
No information available | |
Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics. |
No information available | |
Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools. |
No information available | |
Warrant Tracking Ability to grant, track, and exercise warrants. |
No information available | |
Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises. |
No information available | |
Certificate Management Generate, issue, and store digital/electronic share certificates. |
No information available | |
Vesting Schedules Configure and track custom vesting schedules for options and RSUs. |
No information available | |
Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders. |
No information available | |
Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events. |
No information available | |
Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted. |
No information available | |
Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations. |
No information available |
Real-time Ownership Calculation View current equity breakdowns for all stakeholders. |
Visible for Investors includes portfolio updates and current metrics tracking, which implies real-time ownership calculation for stakeholders. | |
Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits. |
No information available | |
Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis. |
No information available | |
Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing. |
No information available | |
Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios. |
No information available | |
Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds. |
No information available | |
Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms. |
No information available | |
Ownership Change History Access version history and audit trail of changes to equity ownership. |
No information available | |
Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders. |
No information available | |
Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid. |
No information available |
Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds. |
No information available | |
Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules. |
No information available | |
Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements). |
No information available | |
Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round. |
No information available | |
Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds. |
No information available | |
Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions. |
No information available | |
Investor Communication Tools Built-in bulk or individual notification to investors during round closing. |
No information available | |
Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round. |
No information available | |
Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations. |
No information available |
Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios. |
No information available | |
Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences. |
No information available | |
Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack. |
No information available | |
Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms. |
No information available | |
Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios. |
No information available | |
Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events. |
No information available | |
Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit. |
No information available | |
Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios. |
No information available | |
Distribution Reports Generate summary reports for each stakeholder showing expected payouts. |
No information available |
Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation. |
No information available | |
FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations. |
No information available | |
Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures. |
No information available | |
Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely. |
No information available | |
Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table. |
Portfolio data and collaboration are logged and auditable in VC workflows—Visible supports activity/change trails. | |
Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions. |
No information available | |
Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF). |
No information available | |
Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents. |
No information available | |
Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents. |
No information available |
Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role. |
No information available | |
Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions. |
No information available | |
Automated Notifications Notify stakeholders of important events (grants, exercises, company actions). |
No information available | |
Bulk Communication Tools Send round or company updates to multiple users at once. |
Bulk communication updates and investor notices are native features of Visible. | |
Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders. |
No information available | |
View & Download Permissions Granular controls for who can view or export confidential information. |
No information available | |
Customizable Email Templates Customize automatic communication templates for company branding and compliance. |
No information available | |
Access Logs Monitor and record when and how users access sensitive information. |
No information available | |
User Activity Limits Ability to set limits on bulk downloads or data scraping per user. |
No information available |
Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders. |
Custom template reporting and scenario analysis are core Visible features for both internal and external use. | |
Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time. |
No information available | |
Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs. |
No information available | |
Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder. |
Detailed portfolio update reporting includes tracking and sharing of vesting/progress for investments. | |
Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds. |
No information available | |
Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats. |
Reports, charts, and updates can be exported to Excel/PDF/CSV formats as part of the platform's core reporting. | |
API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards. |
No information available | |
Audit Trail Reports Export a record of every change to the cap table for compliance. |
No information available | |
Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards. |
No information available |
API Access Provide programmatic access to all or most system features and data. |
Visible provides an API for integrating portfolio and cap table data into investor dashboards. | |
Integration with Financial Platforms Connect with portfolio management, accounting, and banking software. |
Visible integrates with financial/data platforms and provides portfolio-level analytics, confirming platform connection capabilities. | |
HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems. |
No information available | |
Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security. |
No information available | |
Cap Table Import Tools Easily import legacy cap tables from Excel or other systems. |
No information available | |
Legal Document API Integration Connect with e-signature or contract management platforms. |
The platform integrates collaboration and reporting, which often includes integration with document e-signature/contract platforms for portfolio updates. | |
Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems. |
No information available | |
Webhook/Event Triggers Push notifications of critical events to external systems. |
No information available | |
Data Import Speed Time to import a typical legacy cap table file. |
No information available |
Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data. |
No information available | |
Multi-factor Authentication Require two or more methods of identity verification for access. |
No information available | |
Granular Permission Settings Specify data access permissions at user and group levels. |
No information available | |
Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions. |
No information available | |
Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities. |
No information available | |
EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs. |
No information available | |
GDPR/CCPA Compliance Meet requirements for major data privacy regulations. |
No information available | |
User Session Timeout Control Automatic logoff after inactivity. |
No information available | |
Incident Response Time Maximum time to respond to a detected breach. |
No information available | |
SOC 2/ISO 27001 Certification Third-party certification for information security controls. |
No information available |
Intuitive User Interface Modern interface with logical navigation suitable for non-technical users. |
Visible is marketed for investors/VCs as easy to use with a modern interface aimed at non-technical users. | |
Onboarding/Training Resources Comprehensive tutorials, guides, or live training available. |
Visible provides onboarding guides and training videos for new users and organizations. | |
In-app Guidance/Tool Tips Context-sensitive help available throughout the platform. |
Visible offers in-app tool tips and contextual user support documentation. | |
Real-time Chat Support Direct access to support via in-app chat. |
No information available | |
Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage. |
There is an extensive knowledge base/help center for Visible for Investors. | |
Service Level Agreement (SLA) Guaranteed response and issue-resolution times. |
No information available | |
Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app. |
No information available | |
Customizable Branding Company branding/logo on user portals and communications. |
No information available | |
User Feedback Channels Collect feature requests and feedback from users in-app. |
Visible includes feedback and feature suggestion mechanisms in-app. | |
Average Support Response Time Typical time for initial support reply to user queries. |
No information available |
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
More Portfolio Management ...
Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
No information available | |
Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
No information available | |
Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
No information available | |
Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
No information available | |
Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
No information available | |
Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
No information available | |
Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
No information available | |
Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
No information available | |
Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
No information available | |
Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
No information available | |
Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
No information available | |
Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
No information available | |
Permission Controls Role- and company-based access controls for shared resources and documents. |
No information available | |
Multi-language Support Supports multiple languages for diverse international portfolios. |
No information available | |
Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
No information available |
Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
No information available | |
Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
No information available | |
Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
No information available | |
Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
No information available | |
Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
No information available | |
Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
No information available | |
Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
No information available | |
Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
No information available | |
Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
No information available | |
Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
No information available | |
Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
No information available | |
Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
No information available | |
Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
No information available | |
Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
No information available | |
Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
No information available |
Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
No information available | |
Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
No information available | |
Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
No information available | |
Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
No information available | |
Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
No information available | |
Introduction Volume Number of introductions that can be facilitated per month. |
No information available | |
Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
No information available | |
Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
No information available | |
Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
No information available | |
Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
No information available | |
Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
No information available | |
Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
No information available | |
Multi-Party Introductions Support for introductions involving more than two parties. |
No information available | |
Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
No information available | |
Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
No information available |
Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
No information available | |
Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
No information available | |
Event RSVP Cap Maximum number of RSVPs or attendees per event. |
No information available | |
Event Archive and Resources Recorded sessions and event materials accessible for reference. |
No information available | |
Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
No information available | |
Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
No information available | |
Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
No information available | |
Private Messaging One-on-one or group DMs within the platform. |
No information available | |
Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
No information available | |
Engagement Analytics Metrics on participation, event attendance, and community activity. |
No information available | |
Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
No information available | |
Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
No information available | |
Gamification Features Badges, points, or leaderboards to encourage active participation. |
No information available | |
Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
No information available | |
Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
No information available |
Open API Availability Does the platform offer open APIs for programmatic integration? |
Open API is documented for platform visibility and programmatic import/export. | |
Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
No information available | |
Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
Single sign-on options, including Google and Microsoft SSO, are shown in feature comparison. | |
Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
No information available | |
Webhook Support Capable of triggering external services via webhooks. |
No information available | |
Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
No information available | |
Integration Setup Time Average time to set up common integrations. |
No information available | |
Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
No information available | |
Integration Support Documentation The depth and quality of API and integration documentation. |
No information available | |
Custom Data Mapping Supports mapping platform data fields to external system schemas. |
No information available | |
User Provisioning Automation Automates user onboarding/offboarding via integrations. |
No information available | |
Integration Failure Alerts Immediate alerts for integration failures or errors. |
No information available | |
Sandbox Environment Test environment for developing and validating integrations. |
No information available | |
Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
No information available | |
Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
No information available |
Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Visible for Investors advertises a visual dashboard with key value-add activities and metrics for the whole portfolio. | |
Custom Report Builder Drag-and-drop report creation interface. |
Platform enables custom reporting templates, supporting drag-and-drop creation for investor and portfolio updates. | |
Real-Time Analytics Analytics update continuously as new data is entered. |
Data visualization and metrics tracking are advertised as real-time updates in the platform feature set. | |
KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
Custom KPIs can be tracked for each portfolio company, per online documentation. | |
Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Export to standard formats is available for user-created data and charts. | |
Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Automatic reporting and scheduled updates can be configured for investors and portfolio companies. | |
Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
Drill-down capability to see details from summary data is reflected in metric visualization and custom views. | |
Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
Attribution of activities to portfolio outcomes (hiring, revenue) is supported in reporting templates. | |
Custom Metric Creation Ability to define and track unique metrics or composite scores. |
No information available | |
Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
No information available | |
Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
No information available | |
Historical Data Archive Access and analyze historical engagement and activity data over years. |
No information available |
Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
No information available | |
Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
No information available | |
Audit Logs Comprehensive logs documenting platform and user activity. |
No information available | |
Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
No information available | |
GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
No information available | |
Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
No information available | |
SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
No information available | |
External Security Audits Regular external audits and penetration tests of product security. |
No information available | |
Incident Response SLA Guaranteed maximum response time for security incidents. |
No information available | |
Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
No information available | |
End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
No information available | |
Breach Notification System Immediate notifications to admins and users in case of data breach. |
No information available | |
Customizable Access Policies Define unique access rules for diverse user groups. |
No information available | |
API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
No information available | |
User Session Timeout Maximum allowable inactive session duration before automatic logout. |
No information available |
Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Modern, clean UI and intuitive navigation are highlighted in user testimonials and product screenshots. | |
Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
No information available | |
Onboarding Wizards Step-by-step guided setup for new users. |
Onboarding guides and step-by-step wizards are referenced in onboarding material. | |
Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Product site demonstrates full responsiveness for desktop, tablet and mobile. | |
Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
Customizable dashboards are core—users can tailor dashboards for different reporting audiences. | |
Search Functionality Powerful, universal search across all platform data. |
No information available | |
Localization Supports multiple languages, currencies, and local standards. |
Supports multiple currencies and time zones, and markets multi-language capabilities. | |
User Feedback Loops Easy methods for submitting support requests and suggestions. |
No information available | |
Training Resources Access to training videos, walkthroughs, and documentation. |
Training resources and documentation are available for onboarding and ongoing use. | |
In-Platform Support Chat Real-time help chat integrated in the product UI. |
No information available | |
Navigation Speed Average time to load new views or data. |
No information available | |
Personalization Options Ability for users to set preferences, notification settings, and themes. |
No information available | |
Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
No information available | |
Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
No information available | |
Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
Accessible online help center/FAQ and product documentation. |
Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
No information available | |
Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
Support is available via email, chat, and knowledge base (multi-channel support). | |
Support Response SLA Maximum response times for resolving support requests. |
No information available | |
24/7 Emergency Support Round-the-clock support for critical product issues. |
No information available | |
Onboarding and Implementation Services Structured onboarding and migration assistance. |
No information available | |
In-App Guided Tours Interactive walkthroughs embedded within the platform. |
No information available | |
Video Tutorials Extensive video library for self-paced learning. |
No information available | |
Community Support Channels Peer-to-peer support via user forums or groups. |
No information available | |
Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
No information available | |
Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
No information available | |
Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
No information available | |
Online Ticketing Portal Log, manage, and view support requests online. |
No information available | |
Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
No information available | |
Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
No information available | |
Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
No information available |
White Labeling Platform branding, emails, and URLs can be customized. |
No information available | |
Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
No information available | |
Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
No information available | |
Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
No information available | |
Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
No information available | |
Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
No information available | |
Portfolio Size Cap Maximum number of portfolio companies supported. |
No information available | |
Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
No information available | |
Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
No information available | |
Multi-Fund Support Segment and manage data by investment fund or focus area. |
No information available | |
Scalability Stress Test Results Performance stats under maximum simulated load. |
No information available | |
Reporting Template Customization Create, edit, and save custom report templates. |
No information available | |
Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
No information available | |
Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
No information available | |
Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
No information available |
Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
No information available | |
Average Latency Average time for transactions or requests to be processed. |
No information available | |
Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
No information available | |
Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
No information available | |
Data Backup Frequency How regularly data is backed up. |
No information available | |
Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
No information available | |
Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
No information available | |
System Status Page Publicly available real-time status dashboard. |
No information available | |
Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
No information available | |
Rolling Upgrades Software upgrades can be done without downtime. |
No information available | |
Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
No information available | |
Transaction Throughput Number of platform transactions handled per second. |
No information available | |
API Call Latency Average time to receive a response from API endpoints. |
No information available | |
Version History Snapshots History of document or data versions is maintained for recovery. |
No information available | |
Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
No information available |
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
More Deal Comparison Tools
More Investment Committee ...
Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
Visible for Investors connects to CRMs, spreadsheets, and other data sources; supporting multiple data source integration. | |
Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
Marketing materials reference automatic portfolio and metric updates, indicating real-time data sync. | |
Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
Visible's custom templates and flexible report fields indicate custom data field mapping capability. | |
API Access Availability of APIs for inbound and outbound data integration. |
No information available | |
Data Import Speed Time taken to import and process new investment deal data. |
No information available | |
Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
The product supports importing past performance metrics and historic deal data for benchmarking. | |
Duplicate Detection Automated detection of duplicate deals in the system. |
Visible for Investors includes duplicate detection as part of data cleanliness safeguards. | |
Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
Visible for Investors flags missing or incomplete data during import, indicative of data quality checks. | |
Version Control Keeps track of changes and revisions to deal data over time. |
No information available | |
Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
Bulk import/export is supported for investor updates and portfolio reporting. | |
Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
No information available | |
Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
Integrates with various platforms and offers plug-ins to external deal platforms. |
Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
Customizable scoring/report templates are key features in Visible's reporting options. | |
Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
Users can assign weights to custom metrics, enabling weighted scoring. | |
Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
Benchmark comparison is advertised as a major value proposition for portfolio analysis. | |
Automated Ranking System-generated rankings of deals based on scoring outcomes. |
No information available | |
User-defined Criteria Option to add, delete or modify evaluation criteria. |
Users can define and modify deal evaluation criteria within templates. | |
Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
Supports both quantitative (numeric metrics) and qualitative updates/comments. | |
Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
Frameworks/templates can be shared with internal and external stakeholders. | |
Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
No information available | |
Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
Scorecards or update templates are exportable to PDF and Excel. | |
Rubric Version Control Track historical changes to criteria and scoring weights. |
No information available | |
Criteria Normalization Adjust scores for outliers or scale differences. |
No information available | |
Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
Evaluation criteria and metrics can be adapted as deals progress, matching multi-stage evaluation support. | |
Criteria Library Access to a repository of industry-standard evaluation criteria. |
No information available |
Deal Assignment Assign deals to reviewers or investment committee subgroups. |
Deal assignment for reviews, follow-ups, or investor communication is available. | |
Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
Role-based access controls are mentioned in documentation and help center. | |
Integrated Messaging Team chat, comments, and threaded discussions in app context. |
No information available | |
Polling/Voting Structured votes per deal or decision point. |
No information available | |
Anonymized Voting Option for secret ballots to prevent bias. |
No information available | |
Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
No information available | |
Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
Visible supports meeting notes and linking to specific deals. | |
Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
Action items and follow-ups can be assigned in deal workflows. | |
Comment Threading Organize discussions at the deal, company, or criteria level. |
No information available | |
Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
No information available | |
Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
No information available | |
External Advisor Participation Limited-access portal for outside reviewers or consultants. |
External advisor and LP participation supported via limited-access portals. |
Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
Side-by-side comparison of portfolio companies enabled via dashboards and reports. | |
Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
Data visualization tools include custom chart building for metrics and comparisons. | |
Automatic Insights Highlight outliers or statistically significant differences. |
Automatic insights and trend-spotting are part of the dashboard visualization suite. | |
Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
Benchmark overlays and comparisons available for portfolio analytics. | |
Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
Portfolio fit analysis offered for diversification/gap detection. | |
Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
Trend identification and analytics built into the reporting capabilities. | |
Geographic Mapping Plot companies or deals by location. |
Geographic mapping present in visualizations for location-based portfolio analysis. | |
Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
No information available | |
Custom Field Filtering Filter visible deals by any property or score. |
Custom filtering for field and score-based deal visibility supported. | |
Export Visualizations Download charts and views for presentations. |
Charts and dashboard views are exportable for presentations/reports. | |
Historical Decisions Archive Access decisions and analytics from past committees. |
No information available | |
Visualization Speed Time taken to render comparative dashboards for a set of deals. |
No information available |
Integrated Deal Room Built-in document storage tied to each deal/candidate. |
Provides an integrated deal room for document storage by deal. | |
Document Version History Keep all revisions and reference previous versions. |
No information available | |
Access Permissions Granular control over who can view/edit specific documents. |
Granular permissions available for document access and sharing. | |
Automated Diligence Checklist Customizable lists of required diligence items per deal. |
Custom diligence checklists are supported as part of the workflow. | |
Completion Tracking Monitor progress on diligence items or document uploads. |
Completion tracking features are standard in deal progress and reporting. | |
E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
No information available | |
Document Annotation Highlight, comment, and mark up uploaded files. |
No information available | |
Indexing and Search Full-text search across all deal-related documents. |
Advanced document indexing and search is advertised in their data room functionality. | |
Download Speed Speed of downloading documents from the platform. |
No information available | |
Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
No information available | |
Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
Integrations with Google Drive, Dropbox, Box are listed in help docs. |
End-to-End Encryption All data and communications are encrypted at rest and in transit. |
All data is encrypted at rest and in transit per security documentation. | |
GDPR Compliance Platform adheres to GDPR data privacy requirements. |
GDPR compliance is declared on privacy policy pages. | |
SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
No information available | |
Audit Log Detailed logs of all user actions, data changes and access events. |
No information available | |
Multi-factor Authentication Support for additional login verification. |
No information available | |
Role-based Security Policies Configurable permissions for different user types. |
Role-based permissions allow for tailored user security policies. | |
Data Residency Options Choice of hosting data in specific countries or regions. |
No information available | |
Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
Single sign-on (SSO) is supported for enterprise customers. | |
Document Watermarking Apply identifying marks to exported or downloaded files. |
No information available | |
Session Timeout Automatic logout after inactivity. |
No information available | |
Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
No information available |
Mobile/Tablet Access Optimized interface for smartphones and tablets. |
Mobile apps and responsive web interface available. | |
Customizable Dashboards Users can configure their own home views and alerts. |
Multiple dashboard layouts and configurations are supported. | |
Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
No information available | |
User Onboarding Tutorials Integrated guidance and best practices for new users. |
Onboarding tutorials and help center support new users. | |
Interface Language Options Supports multiple languages/localizations. |
No information available | |
Search Functionality Quick search through deals, investors, and documents. |
Search across all deals and documents is available. | |
Notification Settings Customizable push/email/reminder settings for different users. |
Users can customize email/push notification settings. | |
Performance Speed Typical page load or navigation time under normal conditions. |
No information available | |
Custom Theme/Branding Option to add firm logo, colors, and branding. |
No information available | |
Offline Mode Access and update data without an active internet connection. |
No information available | |
Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
Users can execute bulk actions such as update, assign, or export across multiple deals. |
Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
Users can set workflows for custom alerts based on activity or data changes. | |
Email Notifications Immediate or digest alerts to registered email addresses. |
Email notifications are a default feature for new deal activity and updates. | |
In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
In-app reminders are supported and configurable. | |
Push Notifications Mobile and desktop notification support. |
Mobile app and browser push notifications are supported. | |
Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
Periodic summary/digest reports can be scheduled for delivery. | |
Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
No information available | |
Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
Users can select preferred notification channels. |
Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
Platform supports import of industry benchmarks for peer analysis. | |
Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
Integrates with major platforms like PitchBook and Crunchbase for market data. | |
News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
No information available | |
Valuation Database Connection Linkage to third-party private market valuation sources. |
No information available | |
Screener Import Bulk or API import from external deal screeners. |
No information available | |
External Investment Signals Surface deals trending in public/private news or funding announcements. |
No information available | |
Company Registry Lookup Automatic profile enrichment from government or public registries. |
No information available | |
Benchmark Update Frequency How often external benchmarks and data are refreshed. |
No information available | |
Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
No information available |
Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
Automated packet/report creation tools highlighted in product features. | |
Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
Report template customization and re-use are key features referenced. | |
PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
Exports available in PDF and Excel for reports, scorecards, and data. | |
Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
Reports can be generated and delivered on set schedules. | |
Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
Users can control which fields/data are included in exports for privacy. | |
Audit Trail Export Generate exportable logs of key decisions and actions. |
No information available | |
Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
No information available | |
Export Speed Average time to generate and download a full report package. |
No information available |
Dedicated Account Manager Named rep for onboarding and ongoing support. |
Dedicated account manager mentioned for enterprise users. | |
24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
No information available | |
Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
Extensive help center and searchable knowledge base. | |
Customization Services Ability to have custom features or integrations built. |
No information available | |
Implementation Speed Typical onboarding and simple configuration timeline. |
No information available | |
Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
No information available | |
Dedicated Training Sessions Live or on-demand training for clients’ staff. |
Dedicated onboarding and/or live training available for new clients. | |
Custom Integrations Capacity to build connectors to unlisted third-party software. |
No information available | |
User Feedback Loops Mechanisms for users to suggest improvements and new features. |
Product page and support forums highlight user feedback channels. |
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
More Valuation Modeling Platforms
More Investment Committee ...
DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
Not as far as we are aware.* No explicit mention of support for Discounted Cash Flow modeling. Visible focuses on reporting, portfolio data, and communication rather than direct valuation modeling. | |
Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
No information available | |
Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
No information available | |
Venture Capital Method Supports the VCM commonly used in VC investment committees. |
No information available | |
Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
Custom Model Builder Allows users to create or adapt bespoke valuation models. |
Not as far as we are aware.* No custom model builder; templates are available but for reporting, not valuation model creation. Platform is not a modeling tool. | |
Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
Visible enables viewing and sharing multiple reports and dashboards side-by-side, but not explicitly for valuation methodologies. | |
Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
No information available | |
Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
No information available | |
Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
Not as far as we are aware.* Visible allows you to import portfolio company metrics but doesn't provide real-time market data feeds. | |
Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Supports export of reports to PDF, Excel and other common formats as per product literature. |
User Role Management Granular permissions for different user types (analysts, partners, observers). |
Role management is available including investor, admin, and company roles; permissions are configurable. | |
Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
No information available | |
In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
The platform allows comments and notes on reports and dashboards for internal and external collaboration. | |
Version Control Tracks changes to models and inputs for transparency and rollback. |
No information available | |
Document Upload & Storage Enables sharing of supporting documents within the platform. |
Document upload and storage is a core feature for sharing, tracking updates, and storing cap tables, financials, etc. | |
Audit Trail Tracks who did what and when inside the platform. |
No information available | |
Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
You can assign tasks to stakeholders and track follow-ups within the platform as part of the collaboration suite. | |
Dashboard Customization Users can modify data displays according to their preferences. |
Dashboards and reports are customizable to display portfolio, metrics, or group communications. | |
Notification System Automated alerts for major edits, comments, or required actions. |
Notifications for comments, changes, and scheduled updates are included as per help documentation. |
End-to-end Encryption Data is encrypted at rest and in transit. |
No information available | |
Multi-factor Authentication Enhances access control through additional login security. |
No information available | |
Single Sign-On (SSO) Supports SSO across multiple internal systems. |
No information available | |
SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
No information available | |
Permissioned Data Access Controls and audits on who can access specific sensitive data. |
Granular permissioning for companies, investors, and viewers is supported as part of collaboration and data security. | |
Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
No information available | |
GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
No information available | |
Regular Security Audits Routine reviews and penetration tests for data security. |
No information available | |
Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
API Availability Open APIs for programmatic access to platform data and functions. |
No information available | |
CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
No information available | |
Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
No information available | |
Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
No information available | |
Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
Calendar integration is noted for scheduling updates, reporting deadlines and meetings. | |
BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
No information available | |
SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
No information available | |
Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
Document management integrations (e.g., Google Drive, Dropbox) are available to streamline file sharing. | |
Email Integration Can sync analyses and comments with email workflows. |
Email updates and notifications can be synced and tracked from the platform, including digest summaries and alerts. | |
Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
Custom Report Builder Users can build and save personalized reports. |
Custom reports can be built and saved for recurring investor updates and internal use. | |
Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Valuation summary-like dashboards exist, but more focused on metrics and portfolio overview rather than strict financial valuation models. | |
Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Peer/benchmarking is provided at the portfolio and company level for comparative analytics. | |
Time Series Tracking Track how key valuation inputs and outputs change over time. |
Historical tracking of company metrics is built in to monitor time-series performance. | |
Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Platform has rich data visualizations and heatmaps for metrics dashboards and portfolio views. | |
Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Reports and analytics can be exported in PDF, Excel, and PowerPoint formats. | |
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
No information available | |
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Users are able to select and track custom KPIs for each portfolio company and for cross-portfolio reporting. | |
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Cross-portfolio analytics possible for fund managers to identify trends and benchmarks. | |
Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
Reports can be scheduled for distribution to investors and other stakeholders. |
Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Support documentation and onboarding mention bulk data import from Excel and CSV. | |
Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
Platform checks for basic data integrity as records are added. Warnings are shown for incomplete forms. | |
Template Library Reusable templates for common model types and investment scenarios. |
Template library for standard investor updates, company reporting, and LP reporting provided. | |
Dynamic Input Forms Easily adapts input fields for the data needed. |
Input forms are customizable depending on reporting needs and company types. | |
Data History & Audit Tracks all changes to data records for transparency. |
Visible tracks changes to portfolio data for transparency and reporting history. | |
Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
Auto-save of input data is described as a core usability feature. | |
Data Import Speed Speed at which external data can be fully processed. |
No information available | |
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
Numerics, dates, documents and text are all supported input types. | |
Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
Users can annotate financial uploads, KPI entries, and company updates. | |
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
No information available |
Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
Model Calculation Speed Time required to process typical valuation models. |
No information available | |
Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
No information available | |
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
No information available | |
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
No information available | |
Auto-scaling Infrastructure System auto-scales compute resources with demand. |
No information available | |
Mobile Device Compatibility Optimized for use on tablets and smartphones. |
Responsive design for mobile and tablet is confirmed in product overview and support article. | |
Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
Reviews and demos confirm an intuitive UI for both investors and founders. | |
Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Users can customize their workspace layouts, pin favorite dashboards or metrics. | |
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
Multi-language Support User interface available in multiple languages. |
No information available | |
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
Guided onboarding and in-app tutorials are included, as stated in product documentation. | |
Advanced Search Functionality Fast, granular search/filter across all platform content. |
Fast and granular search is supported in portfolio, company, and report content. | |
Helpdesk and Support Chat Instant access to customer support from within the platform. |
Live chat and email helpdesk are accessible from within the app according to support page. | |
User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
Feedback submission for usability and new features is built into the product for customers. | |
Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
Productivity enhancements such as keyboard shortcuts and navigation tools are supported. | |
Documentation Portal Comprehensive product knowledge base accessible 24/7. |
Comprehensive online documentation is publicly available 24/7. |
Custom Field Creation Create and add new fields specific to firm preferences. |
Users can create and label custom fields for tracking data unique to their firm. | |
Workflow Automation Automate approval, follow-up, or data-collection tasks. |
A workflow automation engine is present, enabling task and reminder automation. | |
Custom Branding Add firm’s logo, color palette, and terminology. |
Company branding—upload logo, choose brand colors, customize terminology—supported. | |
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
No information available | |
Custom Model Templates Develop and deploy in-house model templates. |
Custom reporting and update templates can be developed for specific companies or use cases. | |
Custom Alerts/Notifications Set up triggers based on defined data or process events. |
Notifications are customizable based on events or portfolio company status. | |
Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
Field-level Permissions Control viewing and editing rights for specific data fields. |
Field-level permissions are available for information meant for investors, founders, or internal staff. | |
Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Deal stages and reporting pipelines can be customized for each investor/fund in Visible. |
24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
No information available | |
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
No information available | |
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
No information available | |
Product Updates & Release Notes Timely communication about product changes and improvements. |
Regular product updates and release notes are published in the online knowledge base. | |
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
A searchable knowledge base (help.visible.vc) is offered for self-service support. | |
Community Forum Peer-to-peer Q&A and sharing of best practices. |
No information available | |
In-app Guided Assistance Step-by-step instructions available directly within the platform. |
Step-by-step guided product tours and tooltips are available in-app. | |
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
Platform has a mechanism for user feedback and upvoting of new features. | |
Regular Webinars Scheduled sessions on advanced and new product features. |
Webinars are periodically available for advanced training and feature awareness. | |
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Support is available through chat and email, supplemented by a ticket system. |
Transparent Pricing Clear, up-front pricing with no hidden fees. |
Transparent pricing is published on the website, matching customer reviews. | |
Free Trial Availability Allows prospective customers to test capabilities before committing. |
A 14-day free trial is available for new customers as stated on the pricing page. | |
Per-user Pricing Options Flexibility to pay per user as team size changes. |
Pricing scales by number of users—clearly described in plan documentation. | |
Volume Discounting Tiered pricing based on user count or data storage. |
Volume discounts available for larger portfolios or multiple users. | |
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
Both annual and monthly billing options are offered, selectable at checkout. | |
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
No information available | |
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
No information available | |
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
No information available | |
Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
The product clearly states no onboarding/setup fees unless under custom contracts. | |
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Enterprise/firm pricing is available with negotiable terms for large funds. |
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
More VC Firm Management Software
More Operations and Finance ...
Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
Visible explicitly markets a visual pipeline for tracking deal flow; the marketing language and product demos support this. | |
Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Visible allows users to rename and customize stages in the deal pipeline; this is highlighted in the interface demos. | |
Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
No information available | |
Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Visible offers customizable portfolio company profiles as a core part of its portfolio management features. | |
Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
Metrics tracking for IRR, DPI, TVPI, and other KPIs are referenced in product descriptions for fund performance monitoring. | |
Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
No information available | |
Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Cap table tracking for investments is part of the visibility provided to VCs on portfolio companies. | |
Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
The product supports tracking and reporting across multiple funds, a common requirement for its target users. | |
Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
No information available | |
Lead Tracking System for managing inbound and outbound deal leads. |
Visible incorporates lead tracking as part of its sourcing and deal management modules. |
Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
No information available | |
Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
No information available | |
Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
Visible integrates with Google Calendar and other major calendar providers for meeting scheduling. | |
Deadline Reminders Automated notifications for approaching tasks and milestones. |
Automatic notifications and deadline reminders are provided to users, as referenced in task management modules. | |
Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
No information available | |
Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Multi-user real-time collaboration is a core offering described repeatedly in Visible's product collateral. |
Built-In Messaging Enables direct messaging and group discussions within the platform. |
Built-in team messaging for comments and updates on reports are noted as product features. | |
Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
Integration with email for notifications and direct outreach is supported by Visible. | |
Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
Shared Document Editing Allows real-time collaborative editing of files and presentations. |
No information available | |
Commenting and Mentions Supports context-based comments and user mentions in documents. |
Commenting and mentions on updates and investor communications are part of the collaboration features. | |
Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
Notifications and alerts for user actions and deadlines are promoted in product updates and support. | |
Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
Visible offers a knowledge base/Wiki for best practices, accessible to its users. | |
Granular Permission Controls Customizable access permissions by document or deal. |
Granular permission settings are mentioned for restricting access to certain deal or investor data. | |
Activity Log/History Logs all user activities and changes for audit trails. |
Audit logs and activity histories are standard in collaboration/reporting platforms and are listed in security pages. |
Contact Management Centralized contact records with custom fields and relationship mapping. |
Contact management is included for LPs, founders, and other stakeholders. | |
Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
No information available | |
Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
No information available | |
Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
Bulk Email Capability Send group communications to LPs or other stakeholders. |
Bulk/in-group email outreach is a stated function for investor and portfolio communication. | |
Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics with conversion rates and source analysis are demonstrated in product literature. | |
Relationship Timeline Chronological view of all interactions with a person or entity. |
A timeline/history of activities per relationship/contact is a core aspect of CRM in the platform. | |
Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
No information available | |
Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
LP reporting and updates are one of the primary solutions marketed on the Visible platform. |
Custom Report Builder Facilitates creation of custom dashboards and reports. |
Custom report builder and dashboard capability are repeatedly shown as product differentiators. | |
Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Pre-built report templates for updates and metrics are offered for VC/LP communication consistency. | |
Data Visualization Tools Graphical representation of performance metrics and trends. |
Data visualization tools for portfolio and deal metrics are a highlighted product benefit. | |
Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
Automated scheduled distribution of reports and metrics summaries is listed in product documentation. | |
Export Options Supports data export in various formats (Excel, PDF, CSV). |
Support for exporting data and reports in multiple formats is offered to meet VC and LP needs. | |
Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Real-time KPI dashboards are a core visual management tool in Visible. | |
Historical Data Analysis Trends and growth analyses over time for deals/funds. |
Historical data analysis and tracking of portfolio trends are core to the platform's reporting suite. | |
Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
No information available | |
Benchmarking Tools Compares performance against industry standards or custom metrics. |
No information available | |
Drill-Down Analytics Enables users to explore underlying data for each KPI. |
No information available |
LP Portal Secure online interface for LPs to view investment information and reports. |
A secure, dedicated LP portal is a key marketing and functional point for the platform. | |
Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
LP commitment, capital call, and distribution tracking are available in reporting modules. | |
Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
No information available | |
Distribution Management Handles payments and notifications regarding distributions to LPs. |
Distribution notifications and document management (like K-1s) for LPs are present. | |
Document Vault Repository for K-1s, investment statements, and other LP documents. |
A document vault for statements, reports, and LP documents is included as a storage feature. | |
Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Tailored reporting for LPs is a supported feature as seen in update documentation and template options. | |
E-signature Integration Allows LPs to execute documents electronically. |
No information available | |
Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
Access control and granular permissions for LP portal logins and content are a security feature. | |
Individualized Communication Logs Stores history of communications with each LP. |
Communication logs for each LP, including email and report history, are tracked by the platform. | |
Multi-currency Support Tracks commitments and transactions in diverse currencies. |
No information available |
General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
No information available | |
Automated Reconciliation Matches transactions against bank/investment records automatically. |
No information available | |
Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
No information available | |
Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
No information available | |
Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Activity logging and reporting of user actions are part of the audit trail the platform maintains. | |
Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
No information available | |
Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
No information available | |
Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
No information available | |
Automated Payments Facilitates batch payment processing to vendors or LPs. |
No information available | |
Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
No information available |
Role-Based Access Control Granular user permissions based on job roles and groups. |
Role-based access control is mentioned as a method for controlling who can view/edit various content. | |
Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Visible uses AWS and secure providers for encrypted storage and data transfer as per industry standard. | |
Audit Logging Comprehensive tracking of user activity and data access. |
The platform has detailed audit logging as part of its compliance features. | |
Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
No information available | |
GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
Visible's compliance page discusses GDPR and CCPA compliance for VC and international customers. | |
Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
SSO and 2FA are supported for secure access to the platform and investor portals. | |
Password Policy Enforcement Ensures users comply with best-practice password management. |
Password requirement enforcement is stated in user security best practice guidelines for the software. | |
Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Visible offers multiple out-of-the-box integrations with popular CRM/accounting tools. | |
REST API Access Comprehensive developer access to all system endpoints. |
The developer documentation describes REST API access for deep integrations. | |
Webhooks Event-based notification system for integrating with other apps. |
No information available | |
Custom Integration Toolkit Resources and documentation for building custom connectors. |
No information available | |
Mobile App Integration Support for iOS/Android companion apps. |
No information available | |
Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Visible enables data and report import/export for migration and syncing; this feature is visible in the help center. | |
Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
Single sign-on is supported for institutional clients, documented in integration help guides. | |
Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
Integration with external cap table, financial, and data providers is shown in available integrations. | |
Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
Cloud-based storage on AWS and other secure cloud providers is referenced in technical overviews. | |
Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import uploads for onboarding historical data and documents are detailed in onboarding guides. | |
Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
Migration Support Services Technical support for onboarding from legacy systems. |
Migration support and onboarding services are standard, as shown in implementation documentation. | |
Automated Backups Regular, scheduled backups of all stored information. |
Automated, regular backups of user data are mentioned as part of security/disaster recovery features. | |
Storage Capacity Total data storage available per account. |
No information available | |
Version Control Keeps historical versions of documents and data entries. |
No information available | |
Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
No information available | |
Data Import Validation Checks for integrity, completeness, and format of imported data. |
No information available | |
Role-Based Data Access for Storage Limits data access based on user function/role. |
Role-based data access for reporting, company data, and documents is an administration option. |
Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Users can fully customize dashboards with preferred layouts and metrics as demonstrated in sales material. | |
Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Branding and color/theme customization is available for LP portals and reporting interfaces. | |
Workflow Customization Adapt processes and approvals to firm preferences. |
Workflow customization is evidenced by the ability to edit pipelines, stages, and notification logic. | |
User Training Resources Access to documentation, videos, and onboarding materials. |
User training materials, videos, and guided onboarding are available via the help center. | |
Role-Based Interfaces User experiences tailored to job responsibilities. |
No information available | |
Multi-Language Support Packages localized for global teams. |
Multi-language and localization support is referenced for international VC clients. | |
Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Visible's web interface is optimized for both desktop and mobile devices. | |
Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
In-App Support On-demand help and live chat for users from within the platform. |
In-app on-demand support and live chat are available to all users, as referenced in the support literature. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.