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Combine your Relationship and Portfolio Intelligence

October 31, 2023
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https://vestberry.webflow.io/blog/affinty-integration

All your investment data. One clear picture.

Key Takeaway

  • Seamless contact sync — Automatically match contacts and companies between tools, giving you instant network insights while staying in control of what data is shared.
  • Smarter deal-making — Combining Vestberry's portfolio data with Affinity's relationship intelligence makes it easy to find the right people for secondaries, co-investments, and strategic conversations.
  • Holistic portfolio view — Real-time updates fused with relationship context help you prioritize attention and make better-informed investment decisions.
  • Automation beats manual processing

    
Manual document handling creates errors and friction that modern VC teams can eliminate.

    Uncover relationship connections within your portfolio

    Automate the matching of contacts and companies between both tools, instantly providing valuable insights into your network. Be in control of what data is exchanged and when, and focus on what matters most: optimizing your portfolio and identifying new investment opportunities.

    Drive Better Investment Decisions by Connecting with the Right People

    In Vestberry, enriched stakeholder information with Affinity’s relationship intelligence creates a powerful overview of the most prominent stakeholders across all your portfolio companies. Finding the right person to discuss secondaries, explore co-investment opportunities or share plans has never been easier.

    Leverage new insights to elevate your portfolio performance

    Infuse your relationship intelligence with your portfolio data to unlock a holistic perspective of your investments, uncovering valuable context and fresh insights. Real-time updates about your portfolio companies will help you prioritize where to focus your attention and ultimately drive the success of your investments.

    Vestberry

    VESTBERRY is a portfolio intelligence platform helping VC firms manage their capital smarter. Our clients make better investment decisions faster thanks to streamlined internal processes and data clarity.

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