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VESTBERRY

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

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Star Rating
37
3
0
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Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
09/09/2025
Validated Reviewer
Verified Current User
Review source: Organic

Efficient and User-Friendly Portfolio Management Tool

VESTBERRY is very easy to implement and quick to set up, with minimal training required. New users can typically get started within a day, just by exploring the features (they also provide a complete onboarding). I use it almost daily for investment overviews, fund management, forecasting, KPI tracking, and file/document uploads. The platform allows for strong personalization of data—you can break it down in the way that best suits your needs and build dashboards that provide a clear overview of both portfolio company performance and overall fund health. The KPI reporting tool is especially valuable, making requests from founders efficient and streamlined. Customer support is also excellent—fast, responsive, and very helpful.
Verified User in Investment Management
AI
Verified User in Investment Management
08/19/2025
Validated Reviewer
Verified Current User
Review source: Organic

Great product for fund management

Vestberry is easy to use, very good for fund management and fund reporting. If we have any problems or improvement ideas, Vestberry staff is very helpful and answers quickly
Verified User in Investment Management
UI
Verified User in Investment Management
08/19/2025
Validated Reviewer
Verified Current User
Review source: Organic

Vestberry is a great VC portfolio management platform.

Vestberry is a great platform for portfolio management. It helps us track our investments, with all data in one place. Easy to use. For reporting, the integration of Vestberry with Excel is very helpful.

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