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Visible Reporting from Visible.vc
Streamlined reporting for portfolio companies, automated performance metrics, customizable reports, and investor updates with visual data representation.
Product analysis by function
Performance Reporting Tools for Investor Relations
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
More Performance Reporting Tools
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Core Performance Metrics
(8 Yes /8 Known /15 Possible features)
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
Visible Reporting supports performance metrics calculation and reporting, implying IRR calculation is included. Product website and documentation reference robust fund-level analytics. | |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
No information available | |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
No information available | |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
TVPI and portfolio value multiples are mentioned in Visible’s product materials. | |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
DPI is a standard metric in VC reporting and is included on the Visible Reporting feature list. | |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
RVPI reporting is listed as a supported performance metric on the product page. | |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
Visible supports cash-on-cash return visualizations according to product documentation. | |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
No information available | |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
The customizable metrics feature is prominent in Visible’s reporting workflows. | |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
Time-weighted returns are shown in their dashboard screenshots and feature descriptions. | |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
No information available | |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
Visible provides comparative analysis and benchmarks, as indicated by comparison tools for reporting. | |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
No information available | |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
No information available | |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
No information available |
Report Customization and Automation
(13 Yes /13 Known /14 Possible features)
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
Visible offers a drag-and-drop custom report builder as a major feature. | |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
Automated report scheduling and distribution are emphasized in their feature overview. | |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
Dynamic report updates are shown in screenshots and product demos. | |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
Automated data refresh is explicitly listed as a feature for getting the latest performance metrics. | |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
User-created email and distribution lists are referenced in reporting documentation. | |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
Custom branding of reports (logos, colors) is a standard feature. | |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
Multi-fund reporting is explicitly supported, per Visible’s documentation and sample reports. | |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
White-label capabilities for reports are a selling point in investor communications features. | |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
The product offers a library of pre-built templates for quick reporting. | |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
Ad-hoc (on-demand) reporting is mentioned as a feature in product tours. | |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
Legal/compliance footers are part of the customizable reports branding section. | |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
Visible supports custom calculations in both metrics and generated reports. | |
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Number of Customization Options Total number of areas that can be customized in a report. |
No information available | |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
Configurable/rolling time periods are part of the reporting interface. |
Data Integration and Import
(7 Yes /7 Known /14 Possible features)
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
Visible has APIs for integration as advertised on the developer documentation and integrations page. | |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
Explicit support for Excel/CSV import for bulk data loading (per product documentation). | |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
Automated data feeds are referenced in the automated performance updating. | |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
No information available | |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
Data validation checks are described as part of the data import pipeline. | |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
No information available | |
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Historical Data Import Allows import and backfilling of historical performance data. |
Historical data import is specifically supported by the platform for onboarding clients. | |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
No information available | |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
Manual entry and easy-edit data sheets are featured in the user interface. | |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
Data mapping tools for aligning imported fields are described in onboarding resources. | |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
No information available | |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
No information available | |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
No information available | |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
No information available |
Visualization and Analytics
(11 Yes /11 Known /14 Possible features)
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
Interactive dashboards with drag-and-drop widgets and drill-down are central to Visible UX. | |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
Rich graphical charting options are featured in reporting visuals. | |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
Trend analysis and time-series visualizations are clearly available per screenshots and demos. | |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
No information available | |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
Peer/fund comparison visuals are supported according to reporting view features. | |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
Portfolio company drill-down is a prominent feature in dashboards. | |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
Geographic analysis/breakdown is supported, as highlighted in the data visualizer. | |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
Industry sector breakdown is supported for portfolio views and custom reports. | |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
No information available | |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
Export options to PDF, Excel, and images are supported as per their documentation and product screens. | |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
Visible provides real-time data updates and visualization as described under product capabilities. | |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
Multi-fund comparison is a core part of dashboarding in Visible. | |
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Number of Chart Types Number of different chart or visualization types supported. |
No information available | |
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Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
Custom KPI definitions and visualizations are part of the custom metrics builder. |
Investor Portal and Access Control
(5 Yes /5 Known /14 Possible features)
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Investor Portal A secure portal for investors to access performance documents and dashboards. |
Investor portal is listed as a primary feature with secure investor logins. | |
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Custom Investor Views Ability to create personalized views for each investor or LP. |
Custom investor views are outlined in Visible's documentation (per-LP dashboards and reports). | |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
No information available | |
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Document Vault Secure repository for investor-level documents and reports. |
Document vault is referenced as part of the investor communications portal. | |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
Visible supports 2FA (Two-Factor Authentication) for secure access. | |
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Audit Trail Comprehensive logging of report access and portal usage. |
Comprehensive access logs/audit trails are described for investor report access. | |
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Investor Notifications Automated notifications to investors when new reports are available. |
. | No information available |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
. | No information available |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
. | No information available |
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Multi-language Support Portal can be accessed in multiple languages. |
. | No information available |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
. | No information available |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
. | No information available |
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White-label Portal Fully brandable portal for investor communications. |
. | No information available |
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Number of Permission Levels How many unique permission levels for granular control. |
. | No information available |
Security and Compliance
(0 Yes /0 Known /14 Possible features)
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Data Encryption at Rest All stored data is encrypted using industry standards. |
. | No information available |
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Data Encryption in Transit All data transmitted between users and systems is encrypted. |
. | No information available |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
. | No information available |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
. | No information available |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
. | No information available |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
. | No information available |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
. | No information available |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
. | No information available |
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Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
. | No information available |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
. | No information available |
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Secure API Access APIs require authentication and encryption. |
. | No information available |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
. | No information available |
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IP Whitelisting Restrict access to the platform by IP addresses. |
. | No information available |
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Number of Security Certifications The number of distinct third-party security certifications held. |
. | No information available |
User Experience and Interface
(0 Yes /0 Known /14 Possible features)
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Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
. | No information available |
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Responsive Design Interfaces adjust automatically to various device screen sizes. |
. | No information available |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
. | No information available |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
. | No information available |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
. | No information available |
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Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
. | No information available |
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User Feedback Mechanism In-app feedback or support ticketing system. |
. | No information available |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
. | No information available |
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Multi-language Interface The platform's interface is available in multiple languages. |
. | No information available |
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Performance Speed Average time to load standard dashboard or report. |
. | No information available |
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Number of Supported Languages The number of different language options available. |
. | No information available |
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Brand Customization User ability to set logos, colors, and other brand elements in UI. |
. | No information available |
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Dark Mode Ability for users to switch between light and dark themes. |
. | No information available |
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Search Functionality Comprehensive, platform-wide search and filtering tools. |
. | No information available |
Collaboration and Communication
(0 Yes /0 Known /14 Possible features)
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Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
. | No information available |
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Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
. | No information available |
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In-Platform Messaging Direct message capability between users within the platform. |
. | No information available |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
. | No information available |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
. | No information available |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
. | No information available |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
. | No information available |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
. | No information available |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
. | No information available |
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Version Control Track and manage different versions of reports or analysis. |
. | No information available |
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User Mentioning Ping users by @mention for collaboration or review. |
. | No information available |
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Read Receipts Know when sent reports or communications are opened or read. |
. | No information available |
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Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
. | No information available |
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Comment Moderation Support for monitoring and moderating collaboration tools. |
. | No information available |
Audit, Traceability, and Governance
(0 Yes /0 Known /12 Possible features)
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Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
. | No information available |
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User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
. | No information available |
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Exportable Audit Logs Export logs in standard formats for review and compliance. |
. | No information available |
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Change Log Reports Automated reports on key changes to datasets and reports. |
. | No information available |
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Approval Workflows Configurable review and approval processes for publication of key reports. |
. | No information available |
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Record Locking Locking mechanisms to prevent changes after review/approval. |
. | No information available |
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Version History Access to and restoration of historical versions of datasets and reports. |
. | No information available |
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Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
. | No information available |
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Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
. | No information available |
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Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
. | No information available |
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Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
. | No information available |
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Digital Signatures Supports electronic approval and digital signing of critical reports. |
. | No information available |
Scalability and Extensibility
(0 Yes /0 Known /12 Possible features)
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Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
. | No information available |
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High User Concurrency Support for large numbers of concurrent users. |
. | No information available |
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Extensible via API Exposes inward and outward APIs for integration and extension. |
. | No information available |
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Plug-in Architecture Ability to add or enable new features or modules easily. |
. | No information available |
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Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
. | No information available |
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Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
. | No information available |
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Load Testing Certification Official certification for platform operation under high load. |
. | No information available |
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Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
. | No information available |
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Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
. | No information available |
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System Uptime Guarantee Platform's guaranteed annual uptime. |
. | No information available |
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Data Storage Capacity Maximum size of supported hosted data. |
. | No information available |
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White-label Roll-out Scale Maximum number of white-label instances supported. |
. | No information available |
Cost, Support, and Vendor Management
(0 Yes /0 Known /14 Possible features)
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Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
. | No information available |
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Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
. | No information available |
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Dedicated Account Manager Named vendor contact for support and account management. |
. | No information available |
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24/7 Customer Support Customer support available around the clock. |
. | No information available |
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Average Response Time Average technical support ticket response time. |
. | No information available |
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Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
. | No information available |
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Training Programs Availability of user and admin training. |
. | No information available |
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Knowledge Base Up-to-date online documentation and knowledge base. |
. | No information available |
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Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
. | No information available |
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Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
. | No information available |
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Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
. | No information available |
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Online Community Forum A user community for support, knowledge, and tips. |
. | No information available |
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Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
. | No information available |
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Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
. | No information available |
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