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.

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.

This platform is extremely intuitive, making it easy to use. Additionally, the team behind it is fantastic and always demonstrates a proactive approach.