VESTBERRY

VESTBERRY

Vestberry
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About

Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.

About

We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprises and organizations in search of a solution to manage and improve their private capital funds

Audience

Venture capital & Private equity firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Asset Class
United States
www.assetclass.com

Company Information

Vestberry
Founded: 2018
Slovakia
vestberry.com

Alternatives

Alternatives

eFront

eFront

eFront, a part of BlackRock
FolioSure

FolioSure

Acuity Analytics

Categories

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

ActiveCampaign Supported
Box Supported
Docusign Supported
Dropbox Supported
Google Workspace Supported
LinkedIn Supported
Microsoft Outlook Supported
Salesforce Supported
Slack Supported
TD Ameritrade Supported
Xero Supported
Zoom Supported

Integrations

ActiveCampaign Not Supported
Box Not Supported
Docusign Not Supported
Dropbox Not Supported
Google Workspace Not Supported
LinkedIn Not Supported
Microsoft Outlook Not Supported
Salesforce Not Supported
Slack Not Supported
TD Ameritrade Not Supported
Xero Not Supported
Zoom Not Supported
Claim Asset Class and update features and information
Claim Asset Class and update features and information
Claim VESTBERRY and update features and information
Claim VESTBERRY and update features and information