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Power your Excel reports with data sourced directly from the Vestberry platform

September 5, 2023
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https://vestberry.webflow.io/blog/reporting-excel

All your investment data. One clear picture.

Key Takeaway

Excel is a powerful analytics tool providing also the ability to customize each element of any report — from visuals 
to formatting.

Create branded LP reports that embody your company’s identity, complete with logos, colors, and fonts.

Explore endless possibilities for data visualization, utilizing Excel’s extensive range of functionalities.

Our custom functions allow you to effortlessly build automized reports.

Take full control over the data you pull from Vestberry, selecting the specific information and structure you need, unlike pre-built exports.

Say goodbye to repetitive report creation. Build your report once, and simply update the “master” date in 
a single cell for automatic recalculation in the next period.

Explore our comprehensive documentation featuring 
an example of an automated report, or leverage our expertise to create a tailored solution for you

Automation beats manual processing


Manual document handling creates errors and friction that modern VC teams can eliminate.

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.

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.

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.

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.

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.

Vestberry

VESTBERRY is a portfolio intelligence platform helping VC firms manage their capital smarter. Our clients make better investment decisions faster thanks to streamlined internal processes and data clarity.

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