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VESTBERRY

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

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FK
Fiona K.
12/15/2022
Validated Reviewer
Review source: Organic

A great fund platform

A simple to use, single source of truth. Great customer service
Iason N.
IN
Iason N.
11/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Essential tool for our portfolio mgmt / monitoring needs

We have been using Vestberry for the last 4 years, and are currently tracking the portfolios of 20+ active investment vehicles (incl. SPVs). Vestberry is a very easy to use platform, with good UX, which has allowed us to streamline our portfolio monitoring-related workflows and save us considerable time (vs. our previous, excel-based approach we had). Its excel plugin allows us to update / finalise quarterly LP reports, as well as other performance-related internal reports, in a matter of seconds.
Alistair H.
AH
Alistair H.
11/22/2022
Validated Reviewer
Verified Current User
Review source: Organic

VESTBERRY experience

Vestberry has a time-series approach to data which makes it really easy to correct mistakes and access a specific point in time

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HQ Location:
San Francisco, US

Social

@vestberry

Details

Year Founded
2018