VESTBERRY Features

Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.

Contains in-application messaging abilities.

Allows users to fully brand the portal.

Investors can leverage in-app tools to produce different visualizations of the data.

Find important content or files using keywords, metadata, tags, etc.

Automates the creation of financial disclosure documents.

Contains pre-built email templates for sending investors information

Automates the sending of investor communications

Leverages investor information and documents to create custom reports tailored to individual investors 10 reviewers of VESTBERRY have provided feedback on this feature.

Based on 10 VESTBERRY reviews. Automatically sends alerts to investors when new documents or information is uploaded

Organizes, tracks, and reports on the portfolio of investments. This feature was mentioned in 18 VESTBERRY reviews.

Provides analytics tools that reveal important portfolio metrics and track progress. 17 reviewers of VESTBERRY have provided feedback on this feature.

As reported in 17 VESTBERRY reviews. Produces reports on deal flows and current assets.

As reported in 17 VESTBERRY reviews. Provides tools to track and analyze companies' equity capitalization.

Provides fund administration functionality. This feature was mentioned in 17 VESTBERRY reviews.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives