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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience a seamless transformation for your clients without any initial implementation fees. We distribute the costs associated with implementation throughout the duration of your contract, allowing you to provide the exceptional service your clients deserve right away. Quick deployment is essential for ensuring our clients quickly realize the benefits of our solutions. Our dedicated in-house project and customer success teams guarantee that your platform will be operational within weeks instead of months. For clients requiring a tailored deployment, we offer consulting and professional services to meet your specific needs. Whether it's bespoke workflow design or software development, we are here to assist you every step of the way. Enjoy effortless client onboarding, access online data rooms for your funds, and benefit from streamlined document management and eSignature features, all within a comprehensive Investor portal. Transition your capital raising efforts online to reduce both the time and costs involved, all while providing your clients with an unparalleled experience. Enable your clients to easily access your offerings and empower them with knowledge through integrated data rooms, ensuring they have all the information they need at their fingertips. This comprehensive approach not only enhances client satisfaction but also optimizes your operational efficiency.

Description

Visible.vc has a mission: to help founders achieve success. We've created the most user-friendly fundraising, stakeholder communications, and reporting tools available for startups and investors.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Slack Yes 
Xero Yes 
Appfigures No 
Axis LMS No 
Box Yes 
Docusign Yes 
Dropbox Yes 
ElectroNeek No 
Google Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
LinkedIn Yes 
Mixpanel No 
QuickBooks Online No 
Rambox No 
Stripe No 
TD Ameritrade Yes 
Zapier No 
Zoom Yes 

Integrations

Salesforce Yes 
Slack Yes 
Xero Yes 
Appfigures Yes 
Axis LMS Yes 
Box No 
Docusign No 
Dropbox No 
ElectroNeek Yes 
Google Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LinkedIn No 
Mixpanel Yes 
QuickBooks Online Yes 
Rambox Yes 
Stripe Yes 
TD Ameritrade No 
Zapier Yes 
Zoom No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per month
Or $71 per month billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Asset Class

Country

United States

Website

www.assetclass.com

Vendor Details

Company Name

Visible

Founded

2014

Country

United States

Website

visible.vc/

Product Features

Commercial Loan

Asset Management No 
Audit Trail No 
Complex Debt Structures No 
Dashboard No 
Document Management No 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management No 
Trend Analysis No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Investor Relations

Automated Reporting Yes 
Compliance Management No 
Custom Emails / Newsletters Yes 
Data Centralization Yes 
Deal & Acquisition Management No 
Document Creation Yes 
Document Management Yes 
Electronic Signature No 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations No 

Stakeholder Relationship Management

Community Investment Tracking No 
Stakeholder Assessment No 
Stakeholder Commitments Management No 
Stakeholder Complaint Management No 
Stakeholder Consultation Tracking No 
Stakeholder Engagement No 
Stakeholder Grievance Management No 
Stakeholder Information Management No 
Stakeholder Issues Management No 
Stakeholder Mapping No 

Alternatives

Alternatives

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