Visible
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.
Workiva
Workiva is a cloud-based platform that simplifies complex reporting and compliance by connecting your data and teams in a single, secure environment for financial, ESG, and risk management.
Quick Comparison
| Feature | Visible | Workiva |
|---|---|---|
| Website | visible.vc | workiva.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $59/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2008 |
| Headquarters | Chicago, USA | Ames, USA |
Overview
Visible
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.
Workiva
Workiva helps you streamline your most complex reporting and compliance tasks by bringing all your data into one secure, cloud-based workspace. You can connect information directly from your source systems to your final reports, ensuring that every number and narrative remains consistent across spreadsheets, documents, and presentations. This eliminates the manual effort of copying and pasting data and reduces the risk of errors in critical filings.
You can use the platform to manage everything from SEC filings and annual reports to ESG disclosures and internal audits. It allows your teams to collaborate in real-time with full audit trails, so you always know who changed what and when. Whether you are a large enterprise or a growing company, you can automate repetitive reporting workflows and focus your energy on analyzing data rather than just collecting it.
Overview
Visible Features
- Automated Data Requests Send automated requests to portfolio companies to collect KPIs and financial data directly into your centralized dashboard.
- Investor Update Templates Create beautiful, mobile-responsive updates using pre-built templates that highlight your key wins and monthly metrics.
- Custom Dashboards Visualize your most important growth metrics with flexible charts and tables that update automatically from your data sources.
- Portfolio Monitoring Track the health of all your investments in one view to identify top performers and companies needing support.
- Data Integrations Connect your favorite tools like QuickBooks, Xero, and Salesforce to sync your financial data without manual entry.
- Fundraising CRM Manage your fundraising pipeline by tracking investor interactions, notes, and document views in a specialized CRM.
Workiva Features
- Data Linking. Link your data across documents, spreadsheets, and presentations so a single change updates every instance automatically.
- Real-time Collaboration. Work simultaneously with your teammates on the same document while maintaining a clear audit trail of every edit.
- Direct Data Integration. Connect directly to your ERP, CRM, or HCM systems to pull fresh data without manual exports or uploads.
- XBRL Tagging. Apply standardized tags to your financial data easily to meet regulatory requirements for digital reporting and filings.
- Workflow Automation. Automate your review cycles and task assignments to keep your reporting process moving forward without manual follow-ups.
- Granular Permissions. Control exactly who can view or edit specific sections of your reports to maintain data security and confidentiality.
Pricing Comparison
Visible Pricing
- Up to 1 user
- Unlimited Investor Updates
- Standard Dashboards
- Core Integrations
- Fundraising CRM access
- Everything in Lite, plus:
- Up to 3 users
- Advanced custom properties
- Segmented update lists
- Priority support
- Custom branding options
Workiva Pricing
Pros & Cons
Visible
Pros
- Saves significant time on monthly investor reporting
- Clean and professional presentation for stakeholders
- Easy integration with common accounting software
- Intuitive interface requires very little setup time
Cons
- Advanced portfolio features require higher-tier pricing
- Limited customization for highly complex financial models
- Mobile experience is primarily for viewing updates
Workiva
Pros
- Eliminates manual data entry errors through automated linking
- Simplifies complex SEC and ESG filing processes significantly
- Excellent customer support and dedicated success managers
- Strong version control and detailed audit history tracking
Cons
- Higher price point compared to basic reporting tools
- Initial setup and implementation requires significant time
- Learning curve for advanced XBRL tagging features