Running a fund means tracking two very different data streams. One is how your portfolio companies are performing: MRR, burn, headcount, whatever KPIs matter to your strategy. The other is your own fund's activity: the priced round you just closed, the debt facility a company drew down, the cap table that changed after a bridge converted.
Both streams tend to arrive as spreadsheets and PDFs from a dozen different sources, and both used to mean the same thing: someone on your team typing numbers into a system by hand.
Vestberry's new AI Extractions Hub brings both jobs into a single workspace, so KPI data and investment data get the same treatment. Upload a document, and structured, validated data comes out the other side.
One hub for KPI reports, priced rounds, debt rounds and cap tables
The Hub replaces what used to be separate, narrower extraction tools with a single place to manage everything: KPI reports, priced rounds, debt rounds and cap tables, in both Excel and PDF formats.
Every extraction, whatever the document type, moves through the same five steps: upload the file, confirm which portfolio company it belongs to, review how the AI has matched the data, validate the results, and import. That consistency means your team learns one workflow instead of juggling different tools depending on what kind of document just landed.
Turning a founder's spreadsheet into a validated KPI record
For KPI reports, the Hub reads the document and proposes how each figure it finds maps to the KPIs you already track for that company, with a confidence score attached to every suggestion. High-confidence matches surface first, so your team's attention goes to the handful of figures that actually need a second look.
If a report covers more than one period, say a founder resends a file that now includes an updated quarter, you choose exactly which period to bring in, so numbers you've already validated aren't overwritten by mistake.
The Hub can also set up KPI tracking from scratch. Upload a new company's P&L, and the extraction identifies which of your standard KPIs are present in the document and proposes the configuration itself, so onboarding a new investment takes one review pass instead of a blank spreadsheet.
Priced rounds, debt and cap tables, extracted with the same rigour
Investment documents follow a version of the same process, routed to the right workflow depending on what the document is: a priced round, a debt or convertible round, or a cap table update. Each carries its own logic. Conversion events with discounts, for instance, are populated with the exact values from the source document rather than run through standard formulas that discounts tend to distort.
The result is that closing a round, booking a debt facility, or updating a cap table no longer needs a separate manual data entry pass once the paperwork is done. The extraction does the reading, and your team confirms the outcome.
Built so your team makes the final call
Every extraction, KPI or investment, ends on a review screen before anything reaches your portfolio records. Edit values, adjust matches, or cancel entirely, right up until you confirm the import. And if a file has already been processed, the Hub flags it before a duplicate can slip through.
Extractions also run in the background. Start one, minimise the window, and carry on working elsewhere in Vestberry. A notification appears the moment it's done, with a direct link back to the results.
KPI extraction runs entirely within the EU, which matters if data residency is part of how your fund or your LPs think about compliance.
Want to see the AI Extractions Hub run against one of your own reports? Get in touch with the Vestberry team for a walkthrough.
FAQ
What types of documents does the AI Extractions Hub support? KPI reports, priced rounds, debt rounds and cap tables, uploaded as Excel (.xlsx) or PDF files.
Does the Hub import data automatically? No. Every extraction ends with a review step where your team confirms or adjusts the matched data before anything is added to your portfolio records.
Can the Hub help set up KPI tracking for a brand new portfolio company? Yes. Upload a financial statement for a company with no existing KPI configuration, and the extraction identifies and proposes which KPIs to track, based on the metrics you already use across your portfolio.
