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VESTBERRY

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

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Profile Name
Star Rating
36
2
0
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Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
04/08/2024
Validated Reviewer
Verified Current User
Review source: Organic

Incredibly helpful team, smooth process

The Vestberry team ran an incredible onboarding process, it was both incredibly smooth and well-informed. We were in particular very grateful for the assistance of our customer success manager Jana who was always ready to help and answer all of our questions. The platform was easy to implement and we chose it because the UX was intuitive. We will be using the platform frequently as part of our daily processes.
FK
Fiona K.
12/15/2022
Validated Reviewer
Review source: Organic

A great fund platform

A simple to use, single source of truth. Great customer service
Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
11/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Essential tool for our portfolio mgmt / monitoring needs

We have been using Vestberry for the last 4 years, and are currently tracking the portfolios of 20+ active investment vehicles (incl. SPVs). Vestberry is a very easy to use platform, with good UX, which has allowed us to streamline our portfolio monitoring-related workflows and save us considerable time (vs. our previous, excel-based approach we had). Its excel plugin allows us to update / finalise quarterly LP reports, as well as other performance-related internal reports, in a matter of seconds.

About

Contact

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
Website
vestberry.com