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VESTBERRY

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35 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2018
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VESTBERRY Reviews

Review Filters
Profile Name
Star Rating
33
2
0
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0
George P.
GP
George P.
03/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

Already an excellent experience for Evercurious VC with strong reporting, AI import, and support

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.
Verified User in Environmental Services
UE
Verified User in Environmental Services
03/03/2026
Validated Reviewer
Verified Current User
Review source: Organic

Intuitive Dashboards, Simplified Reporting, and Outstanding Customer Service

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.
VA
vasilis a.
02/27/2026
Validated Reviewer
Review source: Organic

Comprehensive Portfolio Monitoring with VESTBERRY

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.

About

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HQ Location:
San Francisco, US

Social

@vestberry

What is VESTBERRY?

VESTBERRY is a financial technology company specializing in providing software solutions for fund managers and investors. Their platform is tailored specifically for those in the private equity and venture capital sectors, offering tools and analytics designed to streamline fund management and investor reporting. Key features of VESTBERRY's platform include portfolio tracking, performance measurement, and advanced analytics, enabling users to gain valuable insights into their investments. With a focus on data accuracy and transparency, VESTBERRY aims to enhance decision-making and operational efficiency for fund managers and investors alike.

Details

Year Founded
2018