Vestberry
Portfolio Intelligence for Venture Capital.
Overview
Vestberry is a portfolio intelligence platform that helps venture capital and private equity firms streamline their portfolio management and reporting processes. The software centralizes data collection from portfolio companies, automates performance calculations (IRR, multiples), and simplifies the creation of LP reports. It aims to replace complex and error-prone spreadsheets, giving investors more time to focus on analysis and decision-making.
✨ Key Features
- Portfolio Company Data Collection
- Performance Analytics (IRR, TVPI, DPI)
- LP Reporting Automation
- Cap Table Management
- Customizable Dashboards
- Document Management
🎯 Key Differentiators
- Deep focus on the specific needs of VC and PE portfolio management
- Intuitive user interface and strong data visualization capabilities
- Flexible data model to handle various company and fund structures
Unique Value: Vestberry provides a single source of truth for portfolio data, empowering VC and PE investors to make better decisions and communicate more effectively with their LPs.
🎯 Use Cases (4)
✅ Best For
- Automating the quarterly reporting process for a VC fund, including data collection and report generation.
- Providing a single source of truth for portfolio company KPIs and financials.
- Calculating and tracking fund performance metrics in real-time.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing a CRM for deal sourcing and fundraising
- Hedge funds or public equity managers
- Firms requiring a full fund accounting ledger
🏆 Alternatives
Unlike spreadsheets, Vestberry is scalable, secure, and eliminates manual errors. Compared to larger, all-in-one platforms, it offers a more focused, user-friendly, and often more cost-effective solution for the specific problem of portfolio monitoring and LP reporting.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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