For Aumni Customers

Already exported your Aumni data? Bring it into Visible.

Visible helps investor teams import their Aumni exports and keep portfolio monitoring and LP reporting moving without missing a beat.

Step 1

Bring your Export

Share the files you saved from Aumni. Our team reviews them and maps the structure into Visible.

Step 2

Plan a Secure Import

We confirm the right setup for your portfolio, fund structure, and reporting cadence—then move your data in.

Step 3

Keep Reporting in Motion

Pick up where Aumni left off with portfolio monitoring, LP reporting, and tear sheets in one place.

Trusted by 950+ venture capital firms
Your Data Securely Unlocked

Your Data, Wherever You Work. Protected Everywhere it Goes.

Move portfolio data anywhere your team works, with enterprise-grade security underneath every connection.

AICPA SOC 2
SOC 2 TYPE II
Certified
GDPR EU
GDPR
Compliant
TLS 1.2 AES-256
ENCRYPTED
In transit & at rest
Built for the AI Era

Answers In The Tools You Already Use.

Connect your portfolio data to Claude, Codex, or your own models. Ask your portfolio anything, from wherever you work.

MCP Server

Connect your portfolio data to Claude Co-work or Codex. Ask your portfolio anything, from wherever you work.

Flexible API

Flexible API to sync portfolio data across your warehouse, models, and internal tools.

Connect Your Stack

Google Sheets, Affinity, Zapier, and more applications your firm already runs on.

Secure Foundation

Enterprise-Grade Protection

SOC 2 certified, encrypted everywhere, with continuous monitoring and audit-ready controls.

Data Encryption

All data sent to or from Visible is encrypted using TLS 1.2. All customer data is encrypted at rest using AES-256.

Secure Development

All code changes are automatically scanned for vulnerabilities, peer-reviewed, and tested against automated test suites before deployment.

Data Retention & Isolation

Regular backups stored separately from backend infrastructure. Strict data isolation between fund accounts - your data is never shared.

Features

From Signed Document to Structured Data

Upload a deal doc once. AI Docs handles the rest, from the individual term to the fund-wide number it feeds into.

Fund-Level Roll-Up

Every Deal Feeds the Same Fund Performance Number

Individual investment records roll up automatically into fund-level performance, so the number in your next LP report is built from the same structured data as every deal underneath it, not reconciled separately.

Fund-Level Roll-Up
Automatic Extraction

Key Terms Pulled From SAFEs, Notes, and Equity Rounds Automatically

Upload an investment document and AI Docs extracts round, transaction, and share class data automatically, with no manual data entry required.

Automatic Extraction
Verify Before It's Final

Review Extracted Terms Before They're Approved

Confirm extracted data is correct, edit anything that needs a fix, or re-extract if something looks off. Nothing is finalized until you approve it.

Verify Before It's Final
Structured Investment Records

Every Deal, Searchable Instead of Filed Away

Convert PDFs and spreadsheets into structured deal records. Search across terms, rights, and investment amounts in seconds.

Structured Investment Records
Auto-Calculated Metrics

Core Portfolio KPIs Without Spreadsheet Formulas

Visible calculates MOIC, IRR, and ownership automatically from your structured investment data, kept current with each new entry.

Auto-Calculated Metrics
FMV Updates

Valuations Without a Reconciliation Project

Update fair market value round by round, and every dependent metric recalculates with it, meaning no manual math required.

FMV Updates
Exits & Conversions

Reflect What Actually Happened to the Investment

Exit a position fully or partially, or convert a note to equity, and the record updates to reflect it, so your investment data stays current as your position evolves.

Exits & Conversions
Multi-Currency Support

Track Investments in Their Original Currency

Enter investment data in a currency different from your fund's operating currency, so international deals don't require a manual conversion every time you look at them.

Multi-Currency Support
Get Started Today

Turn Deal Docs Into Decisions

Stop re-reading documents to answer questions you've already answered

AI-First · White-Glove Service · SOC 2 Type II