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.

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.

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.