I use VESTBERRY for portfolio management and reporting, and it consolidates all the information digitally in one place, which is much better than using an Excel spreadsheet. I like how it tracks investment data such as the amount invested, valuation, and shareholding, and it automatically calculates returns like IRR and MOIC. The way it tracks portfolio KPI data is really helpful. What I like most is that it saves time by avoiding manual calculations and presents information in a useful manner, like the investment summary tab. It also helps with portfolio reporting, automatically producing one-pager reports from the platform data, which lets me quickly see how the portfolio is doing based on investment metrics and KPIs. The sessions set up to get familiar with the platform, along with the help from the team in migrating data and support from my account manager, made the initial setup relatively easy. Review collected by and hosted on G2.com.

I think there could be more AI functionality, but it is getting better for both investment and KPI data. Review collected by and hosted on G2.com.

The best part is how operator-friendly the platform is. The UI is intuitive, portfolio monitoring and KPI collection are structured and easy to manage, and reporting/export workflows reduce a lot of spreadsheet work. We also like the newer AI features for faster data import, and the Excel add-in and connectivity are strong, which makes keeping data up to date much easier. On top of the product, the support team is excellent, responsive, proactive, and willing to jump on calls to solve things quickly. Review collected by and hosted on G2.com.

We dislike that we can’t yet use the AI to directly extract and populate open questions from uploaded documents into the relevant fields. That would remove a lot of manual copy-pasting and make document-to-workflow handover much faster. This specific capability is already on the roadmap and given the progress of the AI import/extraction features, it feels like a natural next step. Review collected by and hosted on G2.com.

The portfolio company dashboards are very intuitive, and it’s easy to find the information I need. The platform has also really simplified our reporting process; it’s straightforward to customise what we want from companies and I particularly like the reminders feature, since it means I don’t have to manage those follow-ups manually.

Most importantly, the customer service is truly outstanding. Our customer success manager at Vestberry is consistently responsive and friendly, and they get back to me within a few hours every time. They’re also always available for 1:1s, and the colleagues on the chat service have been equally efficient and helpful whenever I’ve needed support. Review collected by and hosted on G2.com.

The website can be slow to load at times, and some updates still have to be done manually, one company at a time, instead of being applied all at once—for example, downloading logos or editing reminders. That said, customer service is very helpful and, when possible, will offer to make some of these changes for you. Review collected by and hosted on G2.com.

The investment ledger, combined with AI-powered data extraction, has been a major improvement for us. Updating the ledger is straightforward and far less manual than with previous tools, and the automated extraction gives us a high degree of comfort that the data is accurate and complete. As a result, Vestberry genuinely functions as a single source of truth for our portfolio, which is critical for internal reporting, decision-making, and stakeholder communication.

KPI collection from founders is also particularly well designed. The process is very light touch for portfolio companies, which improves response rates and data quality, while still giving us full control over which KPIs we want to track and how they are defined.

Finally, the Excel add-in is extremely useful for ad-hoc analysis and model building. Being able to pull live, structured data directly into Excel makes it much easier to run quick analyses, build scenarios, or stress-test assumptions without duplicating work or worrying about version control. It bridges the gap nicely between a robust portfolio management system and the flexibility of Excel. Review collected by and hosted on G2.com.

Vestberry will benefit from having a built-in AI chatbot function which would allow us to query our data more easily, from my understanding this is already in the works. Review collected by and hosted on G2.com.

It’s a platform that’s clearly designed to support a fund manager across all day-to-day operations. You can really see how client-oriented it is in every aspect, with a level of flexibility that makes it easy to adapt to different needs. Review collected by and hosted on G2.com.

It’s not really a downside, but there’s still room for improvement in automation and AI-based recognition when importing information from off-platform documents (e.g., Excel). Review collected by and hosted on G2.com.

Vestberry is the backbone of our direct investment reporting stack. It’s an intuitive, flexible, and feature-rich solution, supported by a dedicated team that’s constantly adding new features. For example, we recently connected it to our Claude Enterprise solution and that works great! Review collected by and hosted on G2.com.

The automated creation of 2 Pagers per investment is still an early feature and not yet fully mature - no doubt they will get there over time, but this would likely save us the most time Review collected by and hosted on G2.com.

I like Vestberry very much because it is very simple to use. Also, all the staff and people there are very useful for us, guiding us on how to use it to get the best abilities from the platform. Additionally, the setup was very easy because JAMA, who is responsible for us, was very useful and helpful. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

VESTBERRY is very easy to implement and quick to set up, with minimal training required. New users can typically get started within a day, just by exploring the features (they also provide a complete onboarding). I use it almost daily for investment overviews, fund management, forecasting, KPI tracking, and file/document uploads.

The platform allows for strong personalization of data—you can break it down in the way that best suits your needs and build dashboards that provide a clear overview of both portfolio company performance and overall fund health. The KPI reporting tool is especially valuable, making requests from founders efficient and streamlined.

Customer support is also excellent—fast, responsive, and very helpful. Review collected by and hosted on G2.com.

There can occasionally be performance issues when working with quarterly update templates via Excel. Also, inviting portfolio companies as users is a bit cumbersome - you can only add one at a time, and each has to be accepted before inviting the next. Review collected by and hosted on G2.com.

Honestly, Vebsterry is just so good. The interface is super intuitive, everything is clearly built with how a VC firm actually works in mind. You can tell it’s made by people who really get the job. It’s hands-down the best tool we’ve used for portfolio monitoring. Also, huge shoutout to the customer support team – they’re always checking in, sharing updates, and suggesting features we hadn’t even thought of but end up loving. Review collected by and hosted on G2.com.

If I had to pick one area to improve, I’d say the automation around portfolio company KPIs. As of June 2025, I know it’s already in development, and I’m really looking forward to seeing how that evolves – could be a game-changer once it’s fully rolled out! Review collected by and hosted on G2.com.

Platform easy to use, extensive offering for portfolio companies, support is outstanding and excel extension really useful, pricing is also quite competitive to peers if not better. Review collected by and hosted on G2.com.

Software updates need to be rolled out sooner. Review collected by and hosted on G2.com.