I use VESTBERRY for portfolio management and reporting, and it consolidates all the information digitally in one place, which is much better than using an Excel spreadsheet. I like how it tracks investment data such as the amount invested, valuation, and shareholding, and it automatically calculates returns like IRR and MOIC. The way it tracks portfolio KPI data is really helpful. What I like most is that it saves time by avoiding manual calculations and presents information in a useful manner, like the investment summary tab. It also helps with portfolio reporting, automatically producing one-pager reports from the platform data, which lets me quickly see how the portfolio is doing based on investment metrics and KPIs. The sessions set up to get familiar with the platform, along with the help from the team in migrating data and support from my account manager, made the initial setup relatively easy. Review collected by and hosted on G2.com.

I think there could be more AI functionality, but it is getting better for both investment and KPI data. Review collected by and hosted on G2.com.