Consolidate scattered portfolio data in one secure place
Eliminate your biggest operational risk – scattered data. Access latest portfolio, fund and market all in one secure place.
Capture every detail, even complex ones
Consolidate diverse investment data from multiple sources with granular precision.
Eliminate data discrepancies and errors
Ensure consistent, accurate information across all stakeholders.
Ace audit cycles without headaches
Built on Invest Europe and ILPA standards, we keep your data audit-ready in the platform.
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.
Bring all your portfolio-related data together. Once and for all.
All investments in one
Record & track all transaction details for each portfolio company in one place accesible to the whole team.
Securities
Rounds and Positions
Ledger
Captables
Keep track of your portfolio companies
Streamline your data collection & record every detail you want to track about the performance of your portfolio companies.
Financial and non-financial data
Quantitative & Qualitative
Key metrics & data
Currencies, formulas & ranges
Access exclusive market data for additional context
Record & track all important transaction details for each portfolio company in one place accesible to the whole team.
Fund & Company benchmarks
Quantitative & Qualitative
More comming soon!
Let's eliminate your biggest operational risk - scattered data
Small features with big impact
Time Machine
View your portfolio exactly as it was at any point in time for accurate historical data and reporting.
Event verification
Mark investment events as verified to ensure data accuracy and prevent unauthorized edits.
FX Rates
Always work with consistent, accurate FX rates without manual conversions or reconciliation.
Audit log
Know who changed what and when - with a complete, searchable audit trail.
Data granularity
Capture and analyze data at any level of detail without losing the big picture.
Advanced data aggregation
Get metrics automatically aggregated, even the ones most tools leave to spreadsheets.
Real impact, where it counts
Less time on data management
Powered by auto-calculated metrics, reporting, & bulk uploads.
3x
Faster LP reporting
“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.
Scale your fund's operations
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.
