Visible for Investors

Visible for Investors is a portfolio monitoring and management platform tailored specifically for venture capital funds. According to the vendor, it serves as a centralized source of truth for fund data, streamlines portfolio data collection and analysis, and offers LP reporting tools. This solution caters to venture capital funds of all sizes, from emerging managers to established firms. It is utilized by venture capitalists, fund managers, investment professionals, financial analysts, as well as startups and founders in the venture capital industry.

Key Features

Founder-friendly portfolio monitoring & management: According to the vendor, Visible for Investors streamlines portfolio data collection, analysis, and LP reporting for venture funds. It aims to enhance transparency at VC firms by providing a centralized source of truth. The vendor claims that it is trusted by over 350 venture funds.

Collect metrics: The vendor states that Visible for Investors automates portfolio data collection with customizable KPIs and automatic email reminders. It enables users to create structured data requests, streamlining the portfolio monitoring process. The platform also provides response rate analytics.

Visualize data: Visible for Investors empowers users to transform portfolio data into meaningful insights through easy-to-build charts, graphs, and flexible dashboard templates. The vendor claims that it offers variance reports to track performance and identify trends.

Track investments: According to the vendor, Visible for Investors provides accessible and accurate investment records. It aims to promote transparency within teams by offering up-to-date investment details. The platform allows users to track various investment types, including equity, notes, SAFE's, grants, and tokens. The vendor also claims that it offers robust fund performance insights and follow-on round tracking.

Frictionless founder experience: According to the vendor, Visible for Investors eliminates the need for founder accounts and login requirements. Companies can securely share data through unique, secure link-based forms. The platform offers an opt-in starter plan for companies. Data requests are delivered directly to the point of contact's email inboxes.

Portfolio management for efficient investors: Visible for Investors aims to assist users in executing critical portfolio monitoring and management processes within a unified solution. It provides LP reporting tools to keep investors informed and engaged. The platform also offers a fundraising toolkit equipped with professional tools for ambitious fund managers.

Security: According to the vendor, Visible for Investors prioritizes security. It is SOC 2 certified and undergoes regular security testing and continuous monitoring. All data sent to or from the platform is encrypted using TLS 1.2, and customer data is encrypted at rest using AES-256. The vendor claims that code changes undergo thorough review, testing, and adherence to best practices. Regular backups are stored separately from the backend infrastructure.

Resources: Visible for Investors offers resources such as best practices for portfolio data collection, tips for streamlining the data request process, and guidance on the top 6 most commonly requested portfolio metrics. The platform also provides advice on implementing scalable post-investment support processes and adopting a founder-friendly approach to data collection. Additionally, it offers tips for portfolio review meetings and optimizing post-investment operations at VC firms.