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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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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 AutomationView full feature definition

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)