Kosa vs. Visible.vc: Two Ways to Track a Portfolio
Visible (visible.vc) is a portfolio monitoring and reporting platform for venture investors, with free tools for founders to share metrics and updates. Kosa is an AI-native system of record for venture capital that extracts portfolio metrics from the founder updates and board decks already in the firm's email. Visible organizes the reporting relationship. Kosa builds the record from the inbox.
What Visible does well
Visible serves both sides of the reporting relationship, and it does several things well:
- A two-sided platform. Founders get a free starter plan to share metrics, investor updates and data rooms.
- Founder metrics pulled from existing tools and integrations, refreshed nightly and embeddable as live charts in updates.
- An AI Inbox that parses forwarded founder updates, files and call summaries into structured data, links each metric to its source, and holds extractions for review before import.
- Fund reporting: LP reports, fund performance tracking, and auto-calculated metrics such as IRR, MOIC and TVPI.
- An MCP server, plus Google Sheets and Airtable integrations.
- Visible says it is trusted by more than 950 venture capital firms, and lists SOC 2 Type II.
Investor plans are custom priced based on portfolio size and team.
Forwarded updates vs. updates already in your inbox
Visible gives founders and investors a shared place for data. Founders can connect their own tools to dashboards, and investors receive structured metrics and updates. For updates that arrive as email, Visible's AI Inbox parses whatever is forwarded to a dedicated AI Inbox address.
Kosa starts from the firm's own inbox. Founder updates and board decks are read where they already land, so there is no address to forward to and nothing for founders to adopt.
What Kosa does differently
Portfolio data arrives with everything else. ARR, headcount, runway, milestones, and risks are extracted from board decks and founder update emails, and they sit in the same record as the firm's deals, people, companies and funds.
Each extraction carries a confidence score. Ambiguous ones land in a review queue where the team approves, edits or rejects them. If the firm records contracted ARR rather than run-rate ARR, the team fixes it once and Kosa applies that convention to the next extraction, for every company. How Kosa works.
Kosa vs. Visible side by side
| Attribute | Visible.vc | Kosa |
|---|---|---|
| Primary job | Portfolio monitoring and reporting between founders and investors | The firm's whole record: deals, people, companies, funds and portfolio data |
| How updates arrive | Founder-connected tools, data requests, or forwarding to the AI Inbox | Read from the firm's connected Gmail |
| Founder involvement | Founder tools and a free starter plan | None required |
| Review | Extractions wait for approval before import | Low-confidence extractions go to a review queue |
| Fund reporting | LP reports and fund metrics such as IRR, MOIC and TVPI | Fund documents parsed into structured fields |
| Pricing | Custom, based on portfolio size and team | Onboarding a small group of venture firms by request |
Who each fits
Visible fits firms that want founders reporting into a structured portal, with LP reporting and fund metrics in the same product. Kosa fits firms that want portfolio data next to their deals and relationships, captured from email without asking founders to change anything. Some firms will reasonably run both. See also Kosa vs. Standard Metrics and the unstructured data problem in venture capital.
Frequently asked questions
What is Visible.vc?
Visible, at visible.vc, describes itself as the AI-first portfolio monitoring platform for sophisticated venture firms. It also offers founders tools for investor updates, dashboards and data rooms. It is unrelated to Visible, the wireless carrier.
Does Visible pull metrics from founder emails automatically?
Once an update reaches Visible's AI Inbox, Visible says it is parsed, structured, and mapped to the right company automatically. Updates reach the AI Inbox when someone forwards them to its address. AI Inbox is included in Visible's Premium and Enterprise plans.
Is Kosa a Visible alternative?
For portfolio monitoring, yes. Kosa extracts ARR, headcount, runway, milestones and risks from founder updates and board decks in the firm's email. It does not offer founder-facing tools, so firms that rely on those may keep Visible alongside it.
Do portfolio companies need to do anything with Kosa?
No. Kosa reads the updates founders already send to the firm.
Can I use Kosa and Visible together?
Yes. Visible can keep running founder reporting and LP reports while Kosa keeps the firm's record of deals, relationships and portfolio data current from email.