Excel Add-in

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

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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.

EXPORT LARGE DATA SETS

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
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SOURCE METRICS OR KPIs

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.

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LOAD JUST THE RIGHT NUMBERS

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.

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LATEST TECHNOLOGY

Available for all - Mac, Windows & Excel online

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SEAMLESS INSTALLATION

Simple & quick instalvia 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.

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Discover the power of Vestberry Platform