Migration Guide
Visible handles LP reporting. That's it. You still need four other tools to actually run your fund. Here's how to consolidate everything into one platform — with better reporting built in.
Visible.vc is a solid LP reporting tool. But reporting is one task in a 20-task job.
Visible sends investor updates. It does not manage your data room, track your deal pipeline, monitor portfolio metrics, handle compliance, manage cap tables, or automate capital calls. You end up paying for Visible plus DocSend plus a CRM plus spreadsheets plus maybe Carta. Each tool is another login, another bill, another place where data lives in isolation. The fragmentation is the real cost.
When an LP prospect asks for your pitch deck, LPA, or financial projections during fundraising, Visible cannot help. You need a separate data room tool with shareable links, password protection, and view analytics. Archstone's data room tracks exactly who viewed which pages, for how long — giving you fundraising intelligence that Visible simply cannot provide.
You are a VC. Evaluating and closing deals is your core job. Visible has no deal flow management, no kanban pipeline, no deal scoring, no IC vote tracking, no investment memo generation. Your deal pipeline lives in a spreadsheet or a CRM you pay separately for. The tool that should be central to your workflow simply is not.
With Visible, you manually compose each quarterly update — pulling metrics from spreadsheets, writing narrative sections, formatting the output. With Archstone, Archie AI pulls your actual portfolio data and drafts the entire quarterly LP letter. Revenue trends, headcount changes, runway updates, key wins — all populated automatically. You edit and approve rather than write from scratch.
Form D filings, blue sky requirements, AML/KYC checklists, LP accreditation tracking — none of this exists in Visible. As your fund grows, compliance becomes increasingly important and increasingly time-consuming. Archstone's proactive compliance calendar with automated reminders means you never miss a filing deadline.
Visible's data footprint is smaller than a full fund platform, so the migration is fast.
LP contact list
Names, emails, organizations, and any tags or segments. Export as CSV from Visible and import directly into Archstone's LP module — fields map automatically.
Report templates and past updates
Save your best quarterly update templates as reference documents. Past investor updates can be exported as PDFs and stored in your Archstone data room for archival.
Portfolio company metrics
If you tracked metrics in Visible (revenue, headcount, etc.), export as CSV and import into Archstone's portfolio tracker. Going forward, founders submit metrics directly through their own portal.
Going from Visible to Archstone is not a lateral move. It is an upgrade from a reporting tool to a fund operating system.
Archie pulls your portfolio data — ARR, burn rate, headcount, runway — and drafts a complete LP letter in seconds. You review and edit instead of starting from a blank page every quarter. One prompt replaces hours of manual composition.
Instead of generic Visible update pages, your LPs get a dedicated portal with your fund's branding. They can view reports, track capital calls and distributions, access fund documents, and see co-investment opportunities — all in one place.
Unlimited file storage with organized folders, password-protected shareable links, and per-page view tracking. Know exactly who viewed your pitch deck, which pages they studied, and when. Essential for fundraising intelligence.
Kanban-style pipeline with AI-powered deal scoring, due diligence copilot, investment memo generation, and IC vote tracking. Stop running your deal pipeline in spreadsheets or paying for a separate CRM.
Proactive compliance calendar, AML/KYC tracking, Form D management, and AI-automated capital calls. Say "Send a capital call to all committed LPs" and Archie handles the math, drafts the notices, and queues for review.
Stop toggling between Visible, DocSend, a CRM, spreadsheets, and a compliance tracker. Archstone puts every aspect of fund operations in one platform. Less context switching means more time on deals and LP relationships.
Visible handles one slice of fund ops. Archstone handles all of it.
| Feature | Archstone | Visible.vc |
|---|---|---|
| LP Reporting & Updates | Built-in + AI-drafted | Core product |
| Quarterly Report Builder | Included + Archie AI | Included |
| Data Room | Unlimited files + analytics | Not included |
| Deal Flow Pipeline | Kanban + AI scoring | Not included |
| Portfolio Tracking | Metrics + founder portal | Basic metrics |
| Cap Table Management | Included | Not included |
| Capital Call Automation | AI-drafted, one-click | Not included |
| Compliance Calendar | Proactive alerts | Not included |
| AI Operations | Archie — full agentic AI | None |
| LP Portal | Branded, self-serve | Read-only updates |
| Fundraising CRM | Built-in + sequences | Not included |
| Document View Analytics | Per-page tracking | Not included |
| E-Signatures | Built-in | Not included |
| Co-Invest Module | LP interest tracking | Not included |
| Starting Price | $297/mo (full platform) | $149/mo (reporting only) |
The switch is fast because Visible's data footprint is small. Most GPs finish in a day.
Log into Visible.vc and export your LP contact list — names, emails, organizations, and any tags or segments you have set up. Download any quarterly report templates or past reports you want to reference. Visible stores investor updates as web pages, so you may want to save key updates as PDFs for your records. This takes about 15 minutes.
Sign up for Archstone (14-day free trial, no credit card required). In the onboarding wizard, upload your LP contact CSV. Archstone automatically maps names, emails, organizations, commitment amounts, and LP types. Add commitment details if Visible didn't track them — Archstone uses this data for capital call calculations and pro rata distributions.
This is where you go from a reporting tool to a fund platform. Upload documents to your data room, configure your deal pipeline stages, import portfolio company data, and set up compliance tracking. Visible only handled investor updates — now you have a unified system for every aspect of fund operations. Most GPs spend 30-45 minutes on this initial setup.
Use the quarterly report builder — or ask Archie to draft your next LP letter. Archie pulls real data from your portfolio (revenue, runway, headcount) and generates a professional quarterly report in seconds. Review, edit, and send. Your LPs get a branded portal instead of a generic Visible update page. Compare the experience side by side.
Once you have verified your LP communications work smoothly through Archstone, cancel your Visible subscription. You are now running your entire fund — reporting, data room, deals, portfolio, compliance, and AI operations — from one login. No more context switching between four or five separate tools.
Visible looks affordable at $149/mo — until you add the four other tools you need.
Visible.vc does LP reporting well — but that is all it does. You still need a separate data room (DocSend, $45/mo), deal pipeline (Affinity, $75/mo), cap table tool (Carta or Pulley), compliance tracking (spreadsheets), and portfolio monitoring (more spreadsheets). Archstone replaces all of those — including LP reporting — for $297/mo. You are paying $149/mo for Visible plus $300-600/mo for everything else. Archstone consolidates it into one platform at a lower total cost.
Archstone's LP reporting is more powerful than Visible's. Our quarterly report builder pulls real portfolio data (ARR, runway, headcount) directly from your fund records — no manual data entry. Archie AI can draft your entire quarterly LP letter in seconds, customized to your fund's performance and portfolio updates. LPs access reports through a branded portal with capital call history, distribution records, and document access — far beyond Visible's read-only update pages.
You can migrate your LP contact list (names, emails, organizations, tags), any metric templates you have configured, and past report content. Visible exports investor contacts as CSV, which maps directly to Archstone's LP import wizard. Historical updates can be saved as PDFs and uploaded to your Archstone data room for archival. The migration typically takes 20-30 minutes.
Visible requires you to manually compose each update, pull in metrics, and format the report. Archie generates the entire LP letter from your actual fund data — pulling portfolio performance, recent investments, exits, and key metrics automatically. You review and edit rather than write from scratch. One GP described it as 'going from writing a report to approving one.' The time savings compound every quarter.
Yes, because the real comparison is not $149 vs $297 — it is your total tool stack cost. Most GPs using Visible also pay for DocSend ($45/mo), a CRM ($50-75/mo), spreadsheet tools, and potentially a cap table service ($100-600/mo). Your actual monthly spend is $400-1,000/mo across fragmented tools. Archstone at $297/mo replaces all of them while adding AI operations, compliance tracking, and a proper LP portal. You save money and eliminate context switching.
Yes, and they will likely prefer it. Instead of receiving a Visible-branded update page, your LPs get access to a dedicated portal with your fund's branding. They can view quarterly reports, track their capital calls and distributions, access fund documents, and see co-investment opportunities — all in one place. The upgrade from 'update emails' to 'investor portal' is meaningful for LP experience and professionalism.
14-day free trial. No credit card required. Import your LP data from Visible and see everything a real fund platform can do.
Start your free trialOr see the full Archstone vs Visible comparison for more detail.