Company Updates
Feb 13, 2023

Onboarding at Vestberry

people at a meeting

Implementing new software in the company is always a challenge. Our Customer Success team at Vestberry is here to support clients on their journey toward becoming Vestberry power users. They are experts in data migration, user training, and support. Our mission is to get you all settled in as fast as possible.

There are 2 approaches to onboarding available for Vestberry clients:

  • Basic package
  • Customer package

Basic Onboarding Package

You and your team will receive basic training, including data input examples for a few companies. We will show you around the platform, help you understand how to input data, and you are good to go.

This lets you start using Vestberry right away. This is an ideal option for smaller portfolio-size funds with a clear & simple data structure.

Once your operation is more complex, we strongly advise relying on the support of our Customer Success team.

What to expect?

  • Setup a basic GP account and Funds structure
  • Setup all portfolio companies or fund investments
  • Create access for your users 
  • Complete basic platform training
  • Data import discrepancies report 
  • Receive example data inputs from sample companies 
  • Receive regular customer check-ins while onboarding
people in a meeting

Custom Onboarding Package

To better understand your needs, before the contract is signed, we ask you to fill out a questionnaire and/or provide a data sample. 

The Customer Success team can then draw up a custom Onboarding plan that covers your needs. For busy clients who want to move quickly, we can go as far as providing complete data migration. 

We also draw up a training curriculum to accommodate your team’s availability. Live training sessions and workshops in your office are also an option. 

Dedication from the client’s side during the onboarding is essential. Understanding this, the client can have a single source of truth, the right numbers in place, and higher process efficiency within a few weeks.

Head of Customer Success & Support


  • Online Training & Consulting – hourly rate
  • Offline Training & Consulting (plus travel costs) – hourly rate
  • Data Transfer – hourly rate

To explore the pricing, please reach out to

What to expect?

  • Mapping out your needs & data quality
  • Drawing up the scope of the Onboarding plan
  • Agreeing on the Quotation
  • Kicking off the Onboarding process
Marek Zamecnik & Andrej Wallo in Vestberry office

Case study: Norrsken team got up & running on Vestberry in 4 weeks

In just 4 weeks, the Norrsken team could

  • Use Vestberry as a confident power user after 5 hours of training,
  • See real-time consolidated portfolio data such as financial KPIs, investments, cap tables, and information about financial rounds.
  • See various fund KPIs such as multiple, IRR, TVPI, DPI, and RVPI, all visualized in dashboards and charts.
  • Access and download multiple Excel reports such as portfolio summaries, KPI overviews, and others.

Read the full case study.



Vestberry is building a fintech analytical platform helping Venture Capital and Private Equity investors manage their capital smarter, allowing them to invest in companies who strive to solve the world’s most pressing challenges, from climate change to mental health. With Vestberry, our clients increase team productivity significantly, streamline internal processes, and can make better investment decisions faster. As a result, Vestberry brings clients a competitive advantage, both in terms of speed & quality of investment decisions and also the potential to attract increasingly data-oriented investors.

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