Investor pricing

Plans Built for Your Venture Firm

Centralize portfolio data and uncover new insights. All from one place.

Essential

For the venture firm that needs a founder friendly solution to centralize fund and company data.

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Features
  • Collect portfolio data with the most founder-friendly solution
  • Customize dashboards built to power internal meetings
  • Build powerful reports to keep LPs up-to-date
  • Track fund performance and investment data
  • Custom Metric Assignment
  • Change Log
  • Formula Builder
  • Variance Reporting

Premium

For the venture firm that needs to automate centralizing data and uncovering insights.

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Request a Demo
Features
Everything in Essential, plus:
  • Parse and structure email data with AI Inbox
  • Ensure accurate data with audit logs
  • Scale reporting with benchmark templates
  • Added video support with a dedicated support manager

Enterprise

For the venture firm that needs robust internal benchmarks, reporting and advanced insights.

Contact us for pricing

Request a Demo
Features
Everything in Premium, plus:
  • Unlock data with access to our API
  • Custom SLA & MSA
  • Invitation to Visible Customer Advisory Board
  • Managed data service offering add on available
Trusted by Over 950 Venture Capital Funds

Compare Plans & Features

Portfolio Monitoring
Essential
Recurring Requests
One-Time Requests
Google Sheets & Airtable integrations
Custom Metrics
Custom Metric Assignment
Multi-Currency Conversion
Formula Builder
Change Log
AI Inbox
AI Inbox File Parsing
Audit Log
Metric Alerts
Approval Workflows
Insights
Essential
Portfolio Company Dashboards
Portfolio Reports
Customizable Fund Level Dashboards
Company Dashboards Templates
Variance Reporting
Benchmark Dashboards
Segment Metrics & Cohort Insights
AI Analyst Widget
API Access
Fund Management
Essential
Round Performance & Tracking
FMV Adjustments
Fund Metrics (IRR, MOIC, TVPI, and More)
20+ Auto-Calculated Investment Insights
Multi-Currency Conversion
AI Investment Doc Parsing
Investor Relations
Essential
Tear Sheets
Data Room
Newsletter Updates
Platform & Customer Support
Essential
Knowledge Base & Best Practice Access
Email & Chat Support
Fully Supported Implementation & Onboarding
Dedicated Investor Success Manager
Zoom Support Meetings
MCP Server
Custom SLA & MSA
Granular User Permissioning
Unlock the Power of AI-first Portfolio Monitoring
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