Clienteer vs Visible

Clienteer is a configurable CRM for hedge funds, private equity firms and other asset managers. It brings investor and prospect communications together with account records, fundraising activity and transaction workflows. Its fundraising interface tracks capital raising and supports forecasts by date, opportunity stage or other factors. Teams can target campaigns, roadshows and events by investor characteristics such as location or investment preferences, and track email interactions and document downloads. Clienteer consolidates monthly investor reporting packages for distribution with watermarks and password protection. Workflows cover subscriptions, redemptions, capital calls and transfers; compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC and AIFMD. Outlook, Exchange and Gmail integrations support filing email into the CRM. Audit reports and defined user roles support activity review and access restrictions. Deployment options include Imagineer's cloud, a client or third party cloud, and on-premise hosting. The maker describes desktop, web and mobile access, plus direct API and open database access. Pricing is on request.

Visible is a private-markets platform for founders and investors, bringing fundraising, reporting, and stakeholder workflows together. Founder tools include investor updates, pitch decks, fundraising pipelines, data rooms, KPI dashboards, and an investor database. Investors can monitor portfolios, set metric alerts, review dashboards, and prepare tear sheets and LP reports. Extracted portfolio values link to the source document, page, and line for review. Integrations include Google Sheets, QuickBooks, Google Analytics, HubSpot, Stripe, Xero, Salesforce, Mercury, Mixpanel, ProfitWell, ChartMogul, Slack, Zapier, Affinity, and Visible's own APIs. An API and MCP server connect portfolio data to other tools; Visible says the API allows up to 500 requests per five-minute window. The free Starter plan permits 100 investor recipients, two pitch decks, two pipelines, one data room with 25 files, and two users. Paid annual-billing plans start at $59 a month. Visible says AI features are opt-in and customer data is not used to train models by Visible or its AI providers.