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.

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.

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!