Excel Add-in
Power your Excel reports with data sourced directly from the Vestberry platform.
Power your Excel with Vestberry data
Instead of sourcing data manually across several Excel files, combine up-to-date portfolio and/or fund metrics, plus KPIs, all sourced from the Vestberry platform. Build your Excel reports or ad hoc analyses on a foundation of solid, well-structured data powered by Vestberry. Save hours or even days with our Excel Add-In.
Seamless data export
To allow you quickly export large, but still well-structured data sets, Vestberry experts have built pre-designed Export Spreadsheets.
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
Smart functions
To help you even further in designing your very own reports in Excel, we developed a set of smart predefined 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.
Swift formula builder
Haven’t memorized formulas yet? Formula Builder supports you for as long as you need. Find the right data point (performance metrics, KPIs, and more) in the Builder, and let it shine in your report.
Simple & quick instal 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 & automatic updates with new releases.
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.
