VESTBERRY Features
What are the features of VESTBERRY?
Investment Management
- Investment Portfolio Management
- Investment Analytics
- Reporting
- Cap Table Management
Fund Management
- Fund Administration
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VESTBERRY Categories on G2
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Platform Additional Functionality
Portal | Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more. | Not enough data | |
Messaging | Contains in-application messaging abilities. | Not enough data | |
White-Labeling | Allows users to fully brand the portal. | Not enough data |
Platform Data
Report Manipulation | Investors can leverage in-app tools to produce different visualizations of the data. | Not enough data | |
Platform Search | Find important content or files using keywords, metadata, tags, etc. | Not enough data | |
Document Automation | Automates the creation of financial disclosure documents. | Not enough data |
Platform Content
Email Templates | Contains pre-built email templates for sending investors information | Not enough data | |
Email Automation | See feature definition | Automates the sending of investor communications | Not enough data |
Custom Reports | Leverages investor information and documents to create custom reports tailored to individual investors | Not enough data | |
Alerts | Automatically sends alerts to investors when new documents or information is uploaded | Not enough data |
Investment Management
Investment Portfolio Management | As reported in 10 VESTBERRY reviews. Organizes, tracks, and reports on the portfolio of investments. | 90% (Based on 10 reviews) | |
Investment Analytics | Provides analytics tools that reveal important portfolio metrics and track progress. This feature was mentioned in 10 VESTBERRY reviews. | 80% (Based on 10 reviews) | |
Reporting | Produces reports on deal flows and current assets. This feature was mentioned in 10 VESTBERRY reviews. | 88% (Based on 10 reviews) | |
Cap Table Management | Provides tools to track and analyze companies' equity capitalization. 10 reviewers of VESTBERRY have provided feedback on this feature. | 80% (Based on 10 reviews) |
Fund Management
Fund Administration | As reported in 10 VESTBERRY reviews. Provides fund administration functionality. | 82% (Based on 10 reviews) |