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Visible.vc Inc.

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20 reviews
  • 2 profiles
  • 5 categories
Average star rating
4.6
Serving customers since
2016
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Sharesight

1 review

Product Description

Sharesight is an award-winning investment portfolio tracker used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, and connect to Xero via an award-winning add-on integration. Plus, you can share access unlimited access with anyone you wish.

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Visible.vc Inc. Reviews

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Profile Name
Star Rating
15
5
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0
TE
Taylor E.
08/06/2024
Validated Reviewer
Verified Current User
Review source: Organic

Excellent CRM for Investor Relations

Visible is top notch for several reasons. From customer support to ease of use, this platform is a favorite. We love that updates can be saved as templates to work more effeciently each time we are using it.We have received great feedback from Investors and they like the ease of use on their end as well. We use this several times a month for investor communications and are beginning to use the data room.
Chad U.
CU
Chad U.
08/01/2024
Validated Reviewer
Verified Current User
Review source: Organic

The easiest way to reach your investors and the investment community.

The dataroom and deck sharing faetures are great. I think the newsletter creation tool is really simple and streamlined. I have never had a technical support issue. I like the analytics and overall features around measurements.
DL
Daniel L.
08/01/2024
Validated Reviewer
Verified Current User
Review source: Organic

One of my favorite tools!

I've been using it for 5+ years to send updates to invetors and stakeholders on a monthly basis. Of course I could also just a normal email marketing tool for this purpose, but I love how simple and focused Visible is on just this one task. I can just go in and start writing without thinking about formatting, layout, etc. I also have a few different lists ("investors", "advisors", "potentials") and it's super easy to keep track of who opens and engages with emails, etc. I just love when a tool doesn't try to do too much and instead just make the core job really simple.

About

Contact

HQ Location:
San Francisco, CA

Social

@VisibleVC

Details

Year Founded
2016
Website
visible.vc