On top of Vestberry portfolio management platform, we provide complementary paid services to our clients.
We want to help you.
At Vestberry, we strive to build a lasting successful relationship with our clients, to support their growth, and to become a core part of their daily operations. While our core is the Vestberry platform for collecting and organizing data, our complementary services go beyond the software. We leverage our industry knowledge and best practices across our client base to help you escape the realm of manual tasks and to become transparent, data-driven organizations.
All clients receive support to onboard the Vestberry platform successfully. The support scale is open to discussion with each client in contract negotiation.
Based on your needs, Customer Success draws up a custom Onboarding plan. We can ensure complete data migration for busy clients who want to move quickly.
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.
Smart LP reports
We transform your existing LP report into an interactive Excel template that sources data directly from the Vestberry platform. We use custom functions, formulas, and export sheets in our Excel Add-in. We use your branding & design.
Once the template is ready, your LP reporting will only take a few clicks. Save hours, if not days, with smart LP reports.
Ongoing data upload
Are you looking to unload manual tasks of ongoing data upload to the Vestberry platform from your team? Our expert financial analysts can take care of the whole process.
What is the scope of the uploads?
KPIs (files, qualitative or quantitative), Investments (Rounds & Positions, Ledger, Stakeholders, Securities, Cap tables), Fund Management (Drawdowns, Distributions, Fund Expenses, Management Fees, Carried Interest, NAV)
Are you looking for a new supplier or a tool to add to your tech stack? Discover Vestberry Marketplace, a shortlist of complementary service providers we can recommend and solutions that provide integration with Vestberry.
While our software is about collecting and organizing data, our services go beyond the data itself. We leverage our industry knowledge and best practices across our client base to help PE & VC funds escape the realm of manual tasks and to become transparent, data-driven companies where no decision is made without accurate and actionable insight.
Trusted by leaders
We have a proven track record with clients of all sizes.
We adopted Vestberry's platform in 2019 and are currently using it to monitor the performance of our funds. We are very happy with the relationship and think their modern solution has a lot to offer many VC funds out there.