Portfolio Management
and Reporting Software
for Venture Capital
Finally! A modern & easy to use tool,
with high level of automation.
Main Features
Keep your transaction record organized and automated
Capture all the important data for your transactions and tranches including equity, debt and convertible instruments
Calculate valuations, ownership percentages, price per share and much more
Utilize the automation of MoIC and IRR calculations
Spend zero time consolidating the data on the fund level
Track distributions, capital calls and NAV
See the progression of all the important fund metrics, including TVPI, DPI, RVPI, IRR, Multiple to cost, and much more
View the most important values on powerful, customizable dashboards
Give your portfolio monitoring & data collection workflow a significant boost
Upgrade your KPI monitoring workflow from sending spreadsheets by email
Receive structured data, (numbers, amounts and percentages) directly in the platform
Collect files and documents as attachments and store them in a tag-driven data room
Make the (reporting) life of your portfolio companies easier
Every portfolio company has access to their own simplified platform
Separate interface for actuals, budgets and forecasts brings even more insight
The platform can easily be used to send reports to all other investors outside of VESTBERRY
Gain crucial insight, by slicing and dicing the data. So easy, yet so powerful
Access endless analytic possibilities, without the need to export / import the data
Break down your portfolio using multi-factor analysis. Understand MoC by industry or amount invested vs. fair value and much more
See how your portfolio would perform without certain companies
Find the most profitable patterns in your portfolio
Identify sectors where you are losing money
Combine the transaction details, metrics and KPIs into quarterly LP reports
Coming soon: Create your PDF reports using our reporting module leveraging an Excel Add-in (Plugin)
Highly customisable layout and content thanks to the ability to create your template in Excel. Load the data into your reports automatically, directly from Vestberry.
Brand the reports with your logo and colors
Let our software work for you
High level
of automation
Manual data processing is time consuming, not effective and prone to error. Increase your effectiveness by automating your workflow.
Fast and effective
implementation
The implementation process is fast and effective. We migrate your existing data into our platform, create user accounts, and instruct your team to use them.
Competitive
pricing
Our monthly subscription pricing policy takes the fund size into account, which ensures that our solution is affordable also for smaller VC funds.
Flexibility
& modularity
Every fund has a different workflow with unique fund structure and own needs. Our product will match your workflow thanks to our flexible approach.
Import & export
office documents
Our system lowers the need to create, share and update robust excel spreadsheets. However, you always can export or import spreadsheets if you need.
Invest Europe
& ILPA compliance
VESTBERRY reports are in-line with ILPA and Invest Europe reporting guidelines to ensure high level of compliance and trustworthiness.
Testimonials
Events & Media
PWC Switzerland placed us within 5 promising startups from F10 Accelerator and made a short interview with us
Read moreWe have been invited to speak about VESTBERRY at CE-STAR-UPS DAY 2018 in London
Read moreOur CEO Marek made it to the 2018 Forbes 30 under 30 chart in Slovakia!
Read moreWe are the WINNERS of the Fintech category for Slovak Central European Startup Awards!
Read moreWe will present VESTBERRY at Wealth 2.0 conference in London on 28-29 November 2018!
Read moreWe have talked about or Software and technology stack at FINTECH Code Fest in Bratislava
Read moreA nice write-up about F10 accelerator programme we attended by Swisslicon Valley
Read moreMeet our CEO Marek at upcoming 0100 Conference in Prague
Read moreHow it works?
Discover the features in an interactive demo
We Are Proud Alumni of the
F10 Accelerator Program
