Planview Portfolios
Portfolio Management Software
Planview Portfolios helps you bridge the gap between your company's big-picture strategy and the daily work your teams perform. You can manage complex
Visible is a specialized portfolio management and investor reporting platform that helps founders and investment firms streamline data collection, visualize key performance metrics, and automate stakeholder updates.
Visible helps you bridge the communication gap between your company and its stakeholders. Whether you are a founder managing investor updates or a VC firm tracking a diverse portfolio, you can automate the tedious process of data collection and reporting. The platform allows you to create professional, data-driven updates that keep your backers informed and engaged without spending hours in spreadsheets.
You can connect your existing financial and operational tools to pull real-time data into customizable dashboards. This ensures your metrics are always accurate and ready for review. By centralizing your investor communications and portfolio health in one place, you save time on manual entry and focus more on scaling your business or managing your fund effectively.
Stop wasting time on manual spreadsheets and fragmented email threads. Visible provides you with a dedicated suite of tools to professionalize your reporting and portfolio tracking. Here is how you can transform your investor relations:
Send automated requests to portfolio companies to collect KPIs and financial data directly into your centralized dashboard.
Create beautiful, mobile-responsive updates using pre-built templates that highlight your key wins and monthly metrics.
Visualize your most important growth metrics with flexible charts and tables that update automatically from your data sources.
Track the health of all your investments in one view to identify top performers and companies needing support.
Connect your favorite tools like QuickBooks, Xero, and Salesforce to sync your financial data without manual entry.
Manage your fundraising pipeline by tracking investor interactions, notes, and document views in a specialized CRM.
Visible offers flexible pricing tailored to whether you are a founder or a venture capital firm. You can start with a free trial to explore the reporting features before committing to a paid plan. Founders can access essential update tools at a lower entry point, while investment teams can scale with advanced portfolio monitoring capabilities.
Based on feedback from founders and fund managers, here is what you should consider when using Visible for your reporting needs:
Perfect for venture-backed founders and investment firms who need to automate data collection and professionalize their recurring investor communications.
Visible is a top-tier choice if you want to move away from manual investor updates and messy spreadsheets. It excels at making your data look professional and ensuring your investors actually read your reports. The automated data collection is a lifesaver for VC firms managing dozens of portfolio companies.
While the cost might feel high for very early-stage startups, the time saved on reporting usually justifies the investment. You should consider this if you value transparency with your backers and want a streamlined way to track your company's vital signs.
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Main dashboard with project overview