One teammate forwards a signed term sheet. Another gets a founder's monthly update. A board deck lands ahead of Thursday's meeting, sent to whoever happened to be on the distribution list.
Three documents, three inboxes, and nothing connecting them.
Vestberry's Email Inbox gives your fund one address for all of it, and puts AI extraction and summarisation one click from every message that arrives.
Extract any portfolio and investment data straight from email
Your dedicated Vestberry inbox handles any portfolio or deal-related update, whether it's KPI reports, board decks, financial statements, cap table changes or investment documents.
Email attachments can be parsed to extract and update data in Vestberry, or summarised into a note on a company's progress. No download, rename, re-upload cycle in between.
The same works for the email itself. When a founder writes their update straight into the message body, corrections and follow-ups included, you can summarise the whole thread from the inbox view. The AI follows the corrections through to the final agreed version, not the first message.
Built around one email address you control
An Allow List keeps the inbox a trusted channel. Only approved senders or domains can reach it, and nothing that arrives is processed automatically. Every email and attachment waits for someone on your team to review it before any extraction or summarisation runs.
Centralising data collection this way doesn't change who makes the call on what enters your records. It just means the documents that matter aren't scattered across whoever's personal inbox happened to receive them.
Want to see how your team's inbox traffic could flow through Vestberry? Get in touch for a walkthrough.
FAQ
What kinds of documents can go through the Email Inbox? KPI reports, board decks, financial statements, cap table updates, investment documentation and investor communications, as either attachments or plain email text.
Can the Email Inbox do more than just collect documents? Yes. Attachments and email bodies can be sent directly into AI Extractions or AI Document Summary from within the inbox, without downloading anything first.
Does the Email Inbox process incoming emails automatically? No. Every message and attachment requires manual review before any data is extracted, summarised or imported.
