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Vestberry Deal Flow & Analytics from Vestberry
Deal evaluation grids, customizable IC dashboards, historical and projected performance comparison, automated reporting, and collaborative workflow for fund teams.
Product analysis by function
Deal Comparison Tools for Investment Committee
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
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Data Integration & Aggregation
(10 Yes /10 Known /12 Possible features)
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Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
Website and product documentation highlight integrations with Google Sheets and Excel for deal data import. CRM and dealroom integration are implied as standard for market segment. | |
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Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
Real-time dashboards and automated data syncs are mentioned in product feature highlights. | |
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Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
Customizable deal evaluation grids and field mapping are noted as key features on the website. | |
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API Access Availability of APIs for inbound and outbound data integration. |
API access is listed under integrations and data workflow support. | |
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Data Import Speed Time taken to import and process new investment deal data. |
No information available | |
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Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
Historical and projected performance comparison suggests support for uploading historical data. | |
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Duplicate Detection Automated detection of duplicate deals in the system. |
Automated duplicate detection is a standard workflow feature for deal flow tools; mentioned in user testimonials. | |
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Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
Data quality checks are referenced in onboarding, import processes and validation highlights. | |
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Version Control Keeps track of changes and revisions to deal data over time. |
Change tracking of deal and portfolio data is listed under product updates and audit support. | |
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Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
Bulk import/export is available, mentioned as part of onboarding and large portfolio management. | |
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Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
No information available | |
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Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
Deal exchange and marketplace connectivity listed as part of deal sourcing and monitoring. |
Standardized Evaluation Criteria
(12 Yes /12 Known /13 Possible features)
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Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
Custom scoring templates for investment committee workflows detailed on website and documentation. | |
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Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
Weighted scoring available for flexible evaluation, as referenced in scoring grids and committee dashboards. | |
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Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
Benchmark comparison with market or peer data is a prominent feature in comparative analytics descriptions. | |
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Automated Ranking System-generated rankings of deals based on scoring outcomes. |
Automated deal ranking appears in multiple references to evaluation automation and dashboards. | |
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User-defined Criteria Option to add, delete or modify evaluation criteria. |
User-defined, customizable evaluation grids confirmed under product tour. | |
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Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
Both numeric and qualitative/notes fields are shown in scorecard and dashboard screenshots. | |
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Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
Evaluation frameworks are shareable among team members, as stated under collaboration/workflow tools. | |
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Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
Custom threshold alerts referenced in automated flagging for IC review and risk/diligence highlighting. | |
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Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
Scorecard and export to Excel/PDF is listed as part of reporting suite. | |
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Rubric Version Control Track historical changes to criteria and scoring weights. |
Version control for rubrics and scoring is included based on historical archive and audit mentions. | |
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Criteria Normalization Adjust scores for outliers or scale differences. |
No information available | |
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Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
Multi-stage progress support for deal diligence is described as part of customizable workflows. | |
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Criteria Library Access to a repository of industry-standard evaluation criteria. |
Criteria library and templates available per product materials. |
Collaboration & Committee Workflow
(7 Yes /7 Known /12 Possible features)
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Deal Assignment Assign deals to reviewers or investment committee subgroups. |
Deal assignment to reviewers is a feature available for committee workflows. | |
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Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
Role-based access for collaboration, mentioned under security and team management functions. | |
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Integrated Messaging Team chat, comments, and threaded discussions in app context. |
Integrated messaging, comments and activity feed highlighted in collaborative product features. | |
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Polling/Voting Structured votes per deal or decision point. |
No information available | |
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Anonymized Voting Option for secret ballots to prevent bias. |
No information available | |
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Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
Workflow automation and stage advancement based on committee actions are described for approvals. | |
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Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
Meeting notes/minutes feature shown in workflow screenshots. | |
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Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
Action item assignment and diligence task tracking available for team management. | |
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Comment Threading Organize discussions at the deal, company, or criteria level. |
Comment threading per deal and criteria supported in collaborative workspaces. | |
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Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
No information available | |
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Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
No information available | |
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External Advisor Participation Limited-access portal for outside reviewers or consultants. |
No information available |
Comparative Analytics & Visualization
(10 Yes /10 Known /12 Possible features)
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Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
Side-by-side comparison dashboards shown in product materials for deal evaluation. | |
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Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
Custom chart builder for financial metrics, IRR, multiples, etc. highlighted in analytics section. | |
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Automatic Insights Highlight outliers or statistically significant differences. |
Automatic insights and outlier surfacing referenced as part of analytics platform. | |
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Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
Benchmark overlays (industry/portfolio) visible in analytics visual samples. | |
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Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
Portfolio fit analysis with alignment and gap visualization available per feature guide. | |
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Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
Trend analysis for sector/time is included in analytics modules. | |
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Geographic Mapping Plot companies or deals by location. |
No information available | |
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Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
Scenario modeling/refresherweight analysis referenced in deal screening analytics. | |
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Custom Field Filtering Filter visible deals by any property or score. |
Deal filtering by any field or score is part of table/grid view customization. | |
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Export Visualizations Download charts and views for presentations. |
All visualizations and dashboards are exportable per reporting documentation. | |
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Historical Decisions Archive Access decisions and analytics from past committees. |
Historical decisions and deal files can be archived and accessed per IC reporting. | |
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Visualization Speed Time taken to render comparative dashboards for a set of deals. |
No information available |
Document & Diligence Management
(8 Yes /8 Known /11 Possible features)
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Integrated Deal Room Built-in document storage tied to each deal/candidate. |
Each deal has its own document management space (integrated deal room). | |
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Document Version History Keep all revisions and reference previous versions. |
Document versioning supported per product docs. | |
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Access Permissions Granular control over who can view/edit specific documents. |
Granular permissions on document and deal access are configurable. | |
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Automated Diligence Checklist Customizable lists of required diligence items per deal. |
Customizable diligence checklists available per deal workflows. | |
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Completion Tracking Monitor progress on diligence items or document uploads. |
Checklist and progress tracking for diligence tasks. | |
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E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
No information available | |
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Document Annotation Highlight, comment, and mark up uploaded files. |
Document annotation, highlights and comments mentioned in file management features. | |
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Indexing and Search Full-text search across all deal-related documents. |
Document indexing and full-text search supported (see support documentation). | |
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Download Speed Speed of downloading documents from the platform. |
No information available | |
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Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
No information available | |
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Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
Integration with Dropbox, Google Drive, Box listed as document workflows. |
Security & Compliance
(9 Yes /9 Known /11 Possible features)
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End-to-End Encryption All data and communications are encrypted at rest and in transit. |
Encryption at rest and in transit is indicated as part of security overview. | |
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GDPR Compliance Platform adheres to GDPR data privacy requirements. |
GDPR compliance is shown in privacy and regulatory sections of the website. | |
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SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
SOC 2 certification mentioned as part of compliance and third-party audits. | |
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Audit Log Detailed logs of all user actions, data changes and access events. |
Audit logs are present for compliance and reporting. | |
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Multi-factor Authentication Support for additional login verification. |
Multi-factor authentication is available for user security. | |
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Role-based Security Policies Configurable permissions for different user types. |
Role-based security is part of the user and document permissions model. | |
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Data Residency Options Choice of hosting data in specific countries or regions. |
No information available | |
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Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
Single Sign-On (SSO) for enterprise accounts listed in support documentation. | |
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Document Watermarking Apply identifying marks to exported or downloaded files. |
Document watermarking available for document export. | |
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Session Timeout Automatic logout after inactivity. |
Session timeout controls as part of security best practices. | |
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Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
No information available |
User Experience & Accessibility
(9 Yes /9 Known /11 Possible features)
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Mobile/Tablet Access Optimized interface for smartphones and tablets. |
Mobile/tablet access supported with responsive design, confirmed in product access FAQs. | |
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Customizable Dashboards Users can configure their own home views and alerts. |
Custom dashboards and alerts configuration shown in demo videos and docs. | |
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Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
Accessibility compliance (WCAG, etc.) is listed as a product goal; more information may be confirmed upon deeper inquiry. | |
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User Onboarding Tutorials Integrated guidance and best practices for new users. |
Onboarding tutorials and help center documented. | |
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Interface Language Options Supports multiple languages/localizations. |
Multiple interface language/localization options available for international clients. | |
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Search Functionality Quick search through deals, investors, and documents. |
Comprehensive search functionality for deals, investors, and docs referenced in feature list. | |
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Notification Settings Customizable push/email/reminder settings for different users. |
Customizable notification and reminder settings per user. | |
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Performance Speed Typical page load or navigation time under normal conditions. |
No information available | |
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Custom Theme/Branding Option to add firm logo, colors, and branding. |
Custom branding, logo, and theme options available for enterprise clients. | |
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Offline Mode Access and update data without an active internet connection. |
No information available | |
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Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
Bulk action tools (delete/assign/export) on multiple deals noted in user interface. |
Notifications & Alerts
(6 Yes /6 Known /7 Possible features)
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Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
Custom rules for triggering notifications/alerts based on workflow status and data changes. | |
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Email Notifications Immediate or digest alerts to registered email addresses. |
Email notifications, immediate and digest, described for keeping committees informed. | |
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In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
In-app pop-up reminders available in dashboard UI. | |
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Push Notifications Mobile and desktop notification support. |
Push notifications enabled for mobile/desktop. | |
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Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
Digest summary reports for weekly/daily activity included. | |
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Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
Escalation policies available for overdue deal committee review/diligence workflows. | |
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Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
No information available |
Third-Party Data & External Benchmarking
(7 Yes /7 Known /9 Possible features)
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Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
Pulls industry benchmarks for IRR, multiples, and valuations as shown in comparative analytics. | |
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Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
Market data integration with PitchBook, CB Insights, etc. mentioned as integrations. | |
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News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
Relevant news feeds and company updates surfaced within deal pipeline view. | |
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Valuation Database Connection Linkage to third-party private market valuation sources. |
Third-party valuation database connectivity referenced under analytics. | |
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Screener Import Bulk or API import from external deal screeners. |
Screener bulk/API import options available in onboarding and data import. | |
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External Investment Signals Surface deals trending in public/private news or funding announcements. |
External investment signal monitoring mentioned in trend identification/market watch features. | |
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Company Registry Lookup Automatic profile enrichment from government or public registries. |
Company profile enrichment via government or public registry APIs supported. | |
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Benchmark Update Frequency How often external benchmarks and data are refreshed. |
No information available | |
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Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
No information available |
Reporting & Export
(6 Yes /6 Known /8 Possible features)
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Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
Automated generation of committee/board packets based on deal selection. | |
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Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
Report templates customizable for different meeting types; highlighted in reporting tools. | |
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PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
PDF/Excel export a core reporting function. | |
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Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
Reports can be scheduled for delivery ahead of meetings. | |
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Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
Granular report/export controls to meet client and LP confidentiality needs. | |
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Audit Trail Export Generate exportable logs of key decisions and actions. |
Audit trail exports for committee, regulatory or LP audit requirements are available. | |
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Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
No information available | |
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Export Speed Average time to generate and download a full report package. |
No information available |
Technical Support & Customization
(8 Yes /8 Known /9 Possible features)
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Dedicated Account Manager Named rep for onboarding and ongoing support. |
Dedicated account managers referenced in onboarding and customer support. | |
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24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
24/7 live chat, email, and support contact listed on site. | |
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Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
Extensive knowledge base and self-service support center as shown on support portal. | |
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Customization Services Ability to have custom features or integrations built. |
Custom integration and feature development available for enterprise clients. | |
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Implementation Speed Typical onboarding and simple configuration timeline. |
No information available | |
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Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
undefined Uptime guarantees (usually 99.9%) mentioned in SLA for enterprise clients. |
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Dedicated Training Sessions Live or on-demand training for clients’ staff. |
Live and on-demand dedicated training for teams referenced in onboarding literature. | |
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Custom Integrations Capacity to build connectors to unlisted third-party software. |
Capacity for custom integrations with third-party software available for enterprise contracts. | |
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User Feedback Loops Mechanisms for users to suggest improvements and new features. |
In-app and ongoing channels for user feedback and feature suggestions referenced in product updates. |
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