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Vestberry Review

Vestberry is a portfolio intelligence platform that enables venture capital firms to consolidate data, automate reporting, and make data-driven investment decisions.

shipped Sep 9, 2026researchfreemium
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Vestberry — product screenshot

Why it matters

1Vestberry introduced the AI Extractions Hub in August 2026, centralizing KPI, priced round, debt round, and cap table processing.
2The platform launched 'Tony,' an AI assistant for venture capital, in June 2026, designed to reason over fund and portfolio data.
3Vestberry successfully raised $2.4 million (€2.2 million) in a funding round in March 2025.
4The platform has a G2 rating of 4.8 out of 5 stars based on reviews from 40 leading VC firms.

About Vestberry

Business Model
Freemium SaaS
Platforms
Web
Target Audience
Venture capital firms and investors

Pricing Plans

Free Tier
Free
  • • Access to portfolio tracking
  • • Basic reporting features
Premium
Contact for pricing / annual
  • • Advanced reporting
  • • Automated insights
  • • Enhanced data security

Specs

API Available

Yes, public API

overview

What is Vestberry?

Vestberry is an AI-powered portfolio management and intelligence platform developed by Vestberry that enables venture capital (VC) and private equity (PE) firms to streamline data management, automate reporting, and enhance investment decision-making. It serves as a "single source of truth" for VCs, consolidating vital portfolio information and transforming it into actionable insights. The platform aims to replace scattered spreadsheets with a centralized, automated, and intelligent system, saving VC professionals up to 75% of their time on manual processes.

features

Key Features of Vestberry

Vestberry offers a suite of features designed to enhance portfolio management and intelligence for venture capital firms. These capabilities are centered around AI-driven data workflows, automated reporting, and comprehensive portfolio intelligence.

  • AI Extractions Hub: Centralizes processing of KPI reports, priced rounds, debt rounds, and cap tables from Excel or PDF documents, identifying and mapping relevant metrics with a confidence score.
  • Tony, Vestberry's AI for Venture Capital: An AI assistant that reasons over fund and portfolio data, answering complex questions for GPs, investment managers, and CFOs, leveraging the Model Context Protocol (MCP).
  • Automated Data Management: Streamlines data collection, reporting, and communication with limited partners (LPs), supporting custom KPIs, ESG metrics, and fund-specific data.
  • LP Reporting Automation: Customizes LP report workflows, generating institutional-grade updates and eliminating manual errors.
  • Investment Tracking & Analytics: Records equity, debt, convertible investments, warrants, escrows, liabilities, and valuations, automatically calculating returns like IRR and MOIC.
  • Portfolio Monitoring: Tracks real-time performance of portfolio companies, monitoring KPIs and ESG metrics.
  • Cap Table Management: Provides tools for managing capitalization tables.
  • Reserve Planning and Forecasting: Offers features for financial forecasting and reserve planning.
  • Integrations: Direct connections to Fundrbird for fund management data and Attio for CRM notes and deal context.

use cases

Who Should Use Vestberry?

Vestberry is primarily designed for professionals and organizations within the venture capital and private equity sectors who require robust tools for portfolio management, data analysis, and automated reporting. Its features cater to specific roles and operational needs within these firms.

  • Venture Capital (VC) Firms: For consolidating fund, company, and market data into a single source of truth and automating reporting and audits.
  • VC Investors and General Partners (GPs): To make data-driven investment decisions, gain strategic insights, and monitor portfolio performance in real-time.
  • Investment Managers: For automating data collection and KPI tracking from portfolio companies and managing investment tracking and analytics.
  • CFOs of VC Firms: For automating LP report workflows, ensuring institutional-grade updates, and managing financial forecasting and reserve planning.
  • Teams Seeking Operational Efficiency: For streamlining workflows and reducing manual effort in data management and reporting, potentially saving up to 75% of time.

how to use

How to Use Vestberry

To begin using Vestberry, users typically register for an account and then proceed to integrate their existing data sources. The platform is designed for intuitive data input and automated processing.

  • 1Register for a Vestberry account via the official website (vestberry.com).
  • 2Onboard portfolio companies by uploading financial statements, KPI reports, priced rounds, debt rounds, or cap tables (Excel or PDF) to the AI Extractions Hub.
  • 3Configure custom KPIs and ESG metrics for portfolio companies within the platform.
  • 4Connect existing data sources such as Google Sheets, Microsoft Excel, Notion, Fundrbird, or Attio for automated data ingestion.
  • 5Utilize 'Tony,' the AI assistant, to query fund and portfolio data for insights and answers to complex questions.
  • 6Generate automated LP reports and monitor portfolio performance through customizable dashboards.

pricing

Vestberry Pricing & Plans

Vestberry operates on a freemium business model, offering a free tier for basic functionality and a premium tier with advanced features. Specific pricing for the premium tier is available upon direct contact with Vestberry's sales team.

  • Free Tier: Free
  • Premium: Contact for pricing

Pros

  • +AI-powered data extraction and analysis (AI Extractions Hub, Tony AI) significantly reduces manual data entry and provides deeper insights.
  • +Consolidates fund, company, and market data into a single source of truth, eliminating scattered spreadsheets.
  • +Automates LP reporting and audits, generating institutional-grade updates and saving up to 75% of time.
  • +Provides real-time portfolio monitoring and tracks key metrics like IRR and MOIC automatically.
  • +Offers an intuitive interface and is praised for excellent customer support with quick response times.
  • +Migrated to AWS Cloud (EKS, Aurora PostgreSQL) for a scalable, secure, and efficient infrastructure.

Cons

  • −Specific pricing for the premium tier is not publicly disclosed, requiring direct contact for a quote.
  • −Some users have noted a desire for more template upload options for basic metrics.
  • −The platform's advanced AI features, while powerful, may require an initial learning curve for new users.
  • −While integrations exist, the breadth of direct integrations might be less extensive compared to some broader enterprise solutions.

Similar Tools

Vestberry vs Competitors

Vestberry positions itself as an AI-powered portfolio intelligence platform specifically for venture capital and private equity firms, emphasizing its capabilities in data-driven decision-making and automation. Its AI features, such as Tony AI and the AI Extractions Hub, are key differentiators.

1
Rundit↗

Automates portfolio data aggregation, KPI calculation, and LP report drafting, providing quick insights from company and fund levels.

Rundit offers a focused solution for automating reporting and KPI tracking, which might be more streamlined than Vestberry for firms prioritizing these specific tasks, but may offer less breadth in overall portfolio intelligence features.

2
Visible.vcOn Stork

Specializes in structured investor updates and a fundraising CRM, helping VCs track portfolio company metrics and manage investor communications.

Visible.vc excels in investor communication and fundraising CRM, which is a key part of a VC's workflow, but Vestberry might offer deeper, more comprehensive portfolio intelligence and data consolidation beyond just reporting.

3
Ledgy↗

Provides an end-to-end equity management solution with real-time cap tables, scenario modeling, and investor engagement dashboards.

Ledgy offers a strong focus on equity management and stakeholder engagement, which is crucial for VCs, but Vestberry provides a broader platform for overall portfolio data consolidation and data-driven investment decisions beyond just equity.

4
Cura↗

Automatically ingests data from existing sources like investor update emails and extracts structured metrics, reducing manual data entry.

Cura's strength lies in its automated data ingestion from unstructured sources, potentially simplifying data collection more than Vestberry, but Vestberry might offer more extensive built-in reporting and analytics tools once data is centralized.

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