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Instead of sourcing data manually across several Excel files, our Add-In empowers you to combine up-to-date portfolio and/or fund metrics, along with key performance indicators (KPIs), effortlessly sourced from the Vestberry platform. Unlock a world of customization options as you build your Excel reports or ad hoc analyses, leveraging the power of the well-structured data. Save valuable hours or even days with our Excel Add-In.
Two-way data flow
Import vast volumes of data into Vestberry with our Add-in. Seamlessly update fields across different funds, streamlining data flow and enhance the efficiency of your workflow.
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Enjoy a smoother, faster, and more productive experience, effortlessly bridging the gap between Vestberry and Excel.
Smart functions
To help you even further in designing your very own reports in Excel, we developed a set of smart pre-defined functions to quickly load the most commonly used performance metrics and lists directly from the Vestberry Platform.
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Build custom formulas with Vestberry functions to get performance metrics, a KPI value for specific portfolio companies, or ownership metrics. Unsure about the how? We can help you with all the initial arrangements.
Seamless data export
To allow you quickly export large, but still well-structured data sets, Vestberry experts have built pre-designed Data Sheets.
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In just one click you can export:
- Static information on a GP, fund, or portfolio level
- Performance metrics evolution
- A snapshot of your investment's cap table
- … and more
Clear documentation
Our documentation is thoughtfully structured, mirroring the familiar format of Excel documentation itself to bring maximum comfort in learning the basics of our Add-in.
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The pages include numerous short explainer videos and step-by-step guides, to ensure you will be building your own automized reports effortlessly in no time.
Simple & quick install via Office Store
As the experts on digital products, we have deployed the latest technology available to bring Excel Add-in capabilities to both Windows, Mac, and Excel Online users. Moreover, the Vestberry Add-in is available in the Microsoft Office Store for a quick, 1-minute install & auto-matic updates with new releases.
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