Portfolio management software for Venture Capital

Investment transaction tracking

Maintaining transaction-related data over time can be challenging when done in spreadsheets. In our intuitive and detailed interface, you keep your investment record perfectly organized, easily accessible to your team and error free.

Record equity, debt & convertible investment, warranrs, escrows, liabilities, valuations, and much more.

Porfolio KPI collection

Have all the important metrics & performace indicators under one roof. Collect KPIs and documents from porfolio companies directly via a dedicated Investee Portal. Add customizable metrics to record your own internal assessment.

Work with financial, non-financial and ESG metrics; numbers, percentages, lists, scores and dates; formulas and various currencies.

LP reporting

We hear again and again GPs highlighting the LP reporting process as a big pain point. They are hoping to fast track the process and eliminate human error by automating LP report workflow. Yet, GPs require quite a lot of flexibility to customize the structure, content and design of the document.

That is exactly how we built our LP reporting solution, We empower GPs without limits.

Analytics & Insights

Gain crucial insight, by slicing and dicing the data. So easy, yet so powerful. Break down your portfolio using multi-factor analysis. Understand MoC by industry or amount invested vs. fair value and much more.

See how your portfolio would perform without certain companies. Find the most profitable patterns in your portfolio. Identify sectors where you are losing money.

Small features that make a big difference

• File Library - Keep data and files together in the platform
• User Management - Manage who has access to your data
• Activity Log - See detailed logs on all the changes mede to your data
• Investee Portal - Streamline data collection via Investee Portal.
• ESG Metrics - Manage & reports on the social and enviromental impact of your portfolio
• FX rates - Stop checked FX rates. Algorithms do it for you.
• Time machine - Turn back & see a snapshot of your data at a point in history
• Integrations - Source data in or out of Vestberry via API
• Team Collaboration - Your data is always up to date available to the whole team