Excel Add-in
Power your Excel reports with data sourced directly from the Vestberry platform. Unleash the full potential of automation and customization for fast, efficient, and beautifully designed reports.
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, 15-second install & auto-matic updates with new releases.
Our expectation was that Vestberry would streamline the preparation of internal reports. We are very proud of our reporting, and we receive a lot of positive feedback from our investors. Unfortunately, it started to take more and more of our time, especially the PC pages. The biggest benefit was that Vestberry has became our main source of truth and enabled us to produce many different internal reports in hours instead of days.
