Due diligence notes live in your CRM. Cap tables, KPI history and fund data live in Vestberry. Getting ready for an IC meeting usually means having both tools open in adjacent tabs, and trying to find the founder's comment on burn rate from the last call.
Bringing notes from Attio next to your portfolio data
Once connected, Vestberry automatically matches companies that exist in both platforms, no manual mapping required. From there, your team can bring Attio Notes into Vestberry, where they sit inside the standard Notes interface alongside anything written natively in Vestberry. A source filter lets you tell the two apart whenever it's useful, for example to see only what was captured during diligence versus what's been logged since.
If a note originated in Attio, one click opens the full record directly in Attio from inside Vestberry, so the wider CRM context is never more than a click away.
Notes are brought across on your own terms. Your team chooses which notes to bring in and when, so Vestberry stays focused on what's actually relevant to a company's record, rather than filling up automatically with every internal CRM note regardless of relevance.
Most useful at IC prep and quarterly reviews
Best for occasions when someone needs the story behind a number without switching platforms to find it, like IC prep or quarterly reviews. For teams that already treat Attio as the system of record for relationships and deal flow, and Vestberry as the system of record for fund and portfolio data, this closes the gap between the two without asking anyone to change where they take notes during a call.
Want to see Attio and Vestberry working together on your own portfolio? Get in touch with the Vestberry team.
FAQ
What does the Attio integration actually do? It lets your team bring notes captured in Attio, meeting notes, diligence observations, company updates, into Vestberry, alongside your fund and portfolio data.
Do we need to manually match companies between Attio and Vestberry? No. Vestberry automatically identifies and links matching portfolio companies across both platforms once the integration is connected.
Can we still view the full record in Attio itself? Yes. Any note that originated in Attio can be opened directly in Attio from within Vestberry, one click, no searching required.
