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Description
Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.
Description
VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions.
We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cogendi
Country
France
Website
www.cogendi.co.uk/our-platform/
Vendor Details
Company Name
Vestberry
Founded
2018
Country
Slovakia
Website
vestberry.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management