Outset Review

Our score: 8.0 User satisfaction: 91%

What is Outset?

Outset is built for investors of SaaS startups, and functions as a standardized automated portfolio management platform that delivers real-time metrics to its users. The software comes with investor-centric dashboards as well as more than 12,000 integrations with US banking establishments, payment gateways, and accounting software that update in real-time both at the portfolio and company level.

With Outset, you work with reliable and updated data whenever you need them. This gives you all the information you need to make all the right decisions about your SaaS startup investments. The software is user-friendly and automates all your processes. All you have to do invite your founders to your fund and let Outset take care of the rest.

Overview of Outset Benefits

Outset delivers you critical data on your SaaS startup investments whenever you need it. The system provides you updated information in real-time so that you are able to make the best decisions and take the most viable actions regarding your investments. Outset eliminates the need for you to wait for founders to gather their data and compile them into reports. You don’t have to waste days and months digging through old materials. You need information and Outset gives it to you fresh.

Updates should be delivered to you automatically. With Outset, you have a dashboard that automatically notifies you of changes and updates pertaining to your accounts. The process is so simple – just invite your founders to your fund and you are done. You don’t have to perform any setup or manual entry. Everything is automatic.

Outset is built from the ground up by SaaS investors who are well aware of the metrics that matter to you. The system automatically calculates all the SaaS metrics essential to your portfolio and individual companies so you won’t have to. Among the metrics Outset calculates include Burn Rate, Cash on Hand, Days to Live, MRR, Churn, LTV, CAC, and more. From there, you can communicate portfolio performance to LPs, gauge and compare order investments against particular indicators, or ensure that founders won’t go dark.

Overview of Outset Features

  • Real-time Data
  • Automated dashboard
  • Instant Notifications
  • Automated SaaS Metrics Calculation

What Problems Will Outset Solve?

1) Investors have no idea how much cash their investments have left. Outset shows them nightly by connecting directly to their investments bank accounts.

2) Investors can only report portfolio performance to investors quarterly, 45 days after the quarter closes. By connecting to each investments bank, payment gateway, and accounting platform, Outset rolls all company specific data up into a portfolio-level view to show investors how their entire portfolio is doing on all metrics.

3) Investors have no idea where their companies are struggling unless a company tells them specifically. By having all the data connected, Outset can show investors exactly where companies are failing at exactly the right time.

Awards & Quality Certificates

Outset Position In Our Categories

Since businesses have their own business-related wants, it is only reasonable that they avoid subscribing to an all-in-one, ”best” software. Having said that, it is futile to chance on such a software system even among popular software products. The better step to do is to set down the several essential factors that need deliberation like key features, costing, technical skill capability of staff, organizational size, etc. Thereafter, you should double down on the research fully. Read some Outset analyses and scrutinize the other software options in your list in detail. Such detailed product research ensures you avoid poorly fit apps and subscribe to the system that provides all the tools you require business requires for optimal results.

Position of Outset in our main categories:

TOP 500

Outset is one of the top 500 Project Management Software products

Outset is also listed in the following subcategories:

There are trendy and widely used applications in each software group. But are they automatically the best fit for your company’s unique wants? A trendy software application may have thousands of subscribers, but does it present what you require? For this reason, do not blindly invest in popular systems. Read at least a few Outset Project Portfolio Management Software - PPM reviews and think about the elements that you desire in the software such as the cost, main tools, available integrations etc. Then, shortlist a few systems that fit your needs. Try out the free trials of these platforms, read online reviews, get explanations from the vendor, and do your homework systematically. This profound research is certain to help you choose the finest software application for your company’s unique wants.

How Much Does Outset Cost?

Outset Pricing Plans:

Free Trial

Contact Outset for enterprise pricing information and other product details. You can also submit a request for a free demo to see if the software is a perfect fit for your business.

User Satisfaction

Positive Social Media Mentions 51
Negative Social Media Mentions 5

We realize that when you make a decision to buy Project Portfolio Management Software - PPM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Outset reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Outset. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Outset pricing details?

Outset Pricing Plans:

Free Trial

Contact Outset for enterprise pricing information and other product details. You can also submit a request for a free demo to see if the software is a perfect fit for your business.

What integrations are available for Outset?

Outset integrates with the following business systems and applications:

  • Stripe
  • Braintree
  • Chargify
  • Recurly
  • Xero
  • Quickbooks
  • Google Drive
  • Google Sheets
  • Google Docs

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Reviewed By Nestor Gilbert
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