Combine your Relationship and Portfolio Intelligence
See the people behind your investments, keep meeting notes next to portfolio numbers, and make decisions without switching tools.
Connecting the dots across your investment journey
Relationship context, right next to your portfolio insights
Affinity Notes now live in Vestberry, right next to your portfolio data. No more tool switching to find meeting notes or founder conversations. Your team gets everything it needs for investment decisions and reporting in one place.
Affinity notes synced next to portfolio data
Less tool switching, more context
See the relationships behind your investments
Combine Affinity's relationship data with Vestberry's portfolio overview to see the people behind your investments. Relationship strength and connected stakeholders appear across portfolio companies, cap tables, and stakeholder views, so your team can spot warm intros and networking opportunities without leaving Vestberry.
See relationship strength across portfolio companies
Identify key stakeholders and warm introductions faster
Keep Affinity and Vestberry in sync
Move the data your team needs between Affinity and Vestberry. Import companies from Affinity into Vestberry, send Notes and Files back to Affinity, and show predefined portfolio metrics inside your Affinity lists.
Bring portfolio insights into Affinity
Less manual work, no information silos
See how easy it is to connect Affinity with Vestberry
Real impact, where it counts
Less time on data management
Powered by auto-calculated metrics, reporting, & bulk uploads.
3x
Faster LP reporting
“From a portfolio monitoring perspective, Vestberry has become an essential tool for us, which we use on a daily basis, and we would not be in a position to accurately manage such a large number of active vehicles without it”
Iason Nikolakis
Partner @ Anthemis
While there is much stronger trust in the data since we started using Vestberry, the need for validation and double-checking remains minimal. The entire Vestberry team has always been very helpful and supportive throughout our collaboration.
Leanne England
CFO at ETF Partners
“Migrating our portfolio and investment data to Vestberry has improved our reporting, portfolio monitoring, and helps our investment managers better prepare for meetings with portfolio companies since all data is now in one system.”
Philipp Spenger
Head of Unit at EIC fund
All your investment data. One clear picture.
Scale your fund's operations
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Eliminate your biggest operational risk – scattered data. Access latest portfolio, fund and market all in one secure place.
