Portfolio intelligence

Spot risk early, deploy capital with confidence

When critical questions arise and decisions need to be made, you'll know who deserves more capital, which risks need attention, and where you stand in the market.

folder green icon

Be ready for every meeting and question

Get real-time dashboards for key metrics like IRR, Multiple to cost, Proceeds, Exits, and more.

Identify & prevent risk before it happens

Laoreet lacus etiam ridiculus ullamcorper volutpat purus vestibulum leo aliquet congue tristique.

rocket green logo

Drive smarter follow-on and co-investmets

Identify your highest-performing portfolio companies and optimal investment timing to maximize returns and avoid dilution mistakes.

AI Enhanced workflow

Analyse your data with our AI Assistant

Type a question and our AI Assistant brings you the the latest information you have in Vestberry.  No more hunting through dashboards, email or files.

Diagram showing integration of portfolio, investment/fund, and market data feeding into an AI chat interface providing a financial overview with valuation, debt, growth, and market performance details.
How it works

Gain intelligence that drives understanding and action

Benchmarks

Add context to fund & portfolio performance

Compare fund and portfolio performance against data of 100+ companies and funds to allocate resources strategically.

Compare vs 100+ companies and funds

Spot outliers and top performers

Allocate resources more strategically

Man and woman in business attire working together at a wooden desk with a laptop and notebook in a bright office.
Signals

Spot risk early and prevent write-offs

Identify which portfolio companies need immediate help and which are ready for follow-on investments before problems escalate or opportunities disappear.

Detect portfolio risks early

Prioritize follow-on investments

 Act before opportunities disappear

Man in a black suit sitting at a conference table in a modern office with glass walls.
Forecasting

Create a plan for the success of your fund

Forecast portfolio performance with automated multi-currency modeling of exits, follow-ons, and multiple scenarios for strategic outlooks and decisions.

Model future rounds and exits

Compare multiple fund scenarios

Track core performance metrics

Woman in a dark suit sitting on a couch attentively listening to another person, with notebooks and a coffee mug on the table.
Waterfalls

Plan distributions before exits in few clicks

Browse auto-calculated metrics (multiples, IRRs, and fair values) at company and fund levels in intuitive dashboards.

Automated scenario generation

Realistic breakpoint modeling

Multi-stakeholder outcome comparison

Two businessmen in suits sitting at a table discussing documents.

Gain the insights to shape 
your portfolio performance

Man and woman sitting and reviewing data on a tablet in a cozy living room with plants and natural light.
Woman with curly hair smiling and holding a coffee cup while sitting at a wooden table with laptops, notebooks, and mugs in a bright office.Three people smiling and engaging around a laptop in a casual work setting.
App Integrations

Connect your data across your tech stack

Arrow logo
yellow pattern logo
project_affinity_logo
Microsoft_Office_Excel_
Notion logo
Google_Sheets_logo
Proven results

Real impact, where it counts

70%

Less time on data management

Powered by auto-calculated metrics, reporting, & bulk uploads.

3x

Faster LP reporting

anthemis-green logo

“From a portfolio monitoring perspective, Vestberry has become an essential tool for us, which we use on a daily basis, and we would not be in a position to accurately manage such a large number of active vehicles without it”

Iason Nikolakis

Partner @ Anthemis

While there is much stronger trust in the data since we started using Vestberry, the need for validation and double-checking remains minimal. The entire Vestberry team has always been very helpful and supportive throughout our collaboration.

Leanne England

CFO at ETF Partners

“Migrating our portfolio and investment data to Vestberry has improved our reporting, portfolio monitoring, and helps our investment managers better prepare for meetings with portfolio companies since all data is now in one system.”

Philipp Spenger

Head of Unit at EIC fund

All your investment data. One clear picture.

Your data is powerful. Start using it.

Eliminate your biggest operational risk – scattered data. Access latest portfolio, fund and market all in one secure place.

Circular design with twelve stars surrounding the text GDPR in the center, representing data protection.ISO 9001 certification emblem in a circular frame.White ISO 27001 certification badge with a circular border on a black background.
Rating of 4.8 out of 5 stars.
Vestberry investment dashboard showing fund size of $108.22m, total invested amount $102.87m, multiple 3.01x, IRR 32.90%, TVPI 2.30, DPI 0.16, and charts of investment rounds by role and capital deployment.