What VESTBERRY does

Vestberry is a Slovakia-based SaaS company that provides an AI-powered portfolio intelligence platform for venture capital and private equity firms. Its core product centralizes fund, portfolio, and LP data into a single source of truth, replacing fragmented spreadsheets with a structured data model spanning capital structure, financial performance, fund and LP economics, and a qualitative signal layer. AI document extraction ingests unstructured documents such as investment agreements, board decks, and term sheets, while the Tony AI assistant, launched in June 2026, exposes natural-language querying, proactive monitoring, and external AI interoperability via Anthropic's Model Context Protocol (MCP). The platform is sold as enterprise SaaS on an annual, quote-based subscription tailored to fund size, number of investment vehicles, and feature modules, with 300+ integrations spanning the broader VC tech stack and certifications including GDPR, ISO 27001, and ISO 9001.

The company serves primarily VC and PE funds ranging from emerging managers (e.g., BlackWood Ventures at €15M AUM) to large institutional managers (e.g., Anthemis at $1.2B AUM and 200+ portfolio companies), alongside corporate venture arms (EnBW New Ventures), government vehicles (EIC Fund), and limited partners via the LP Portal launched in April 2026. Vestberry reports 500+ funds and 8,000+ portfolio companies representing $45B+ in aggregate AUM on its platform, supported by offices in Bratislava (headquarters), New York (US expansion), and Kuala Lumpur. Go-to-market is enterprise sales-led with a flagship owned event series (Venture Intelligence Day) anchored in Berlin and Prague as a curated demand-generation channel. The company is venture-backed, having raised approximately €2.2M in seed funding in March 2025 led by Seed Starter, and is led by founders Marek Zamecnik (CEO), Matej Pavlansky (Co-founder & Lead Product Designer), and Jan Kacer (Co-founder & CTO), with a co-CEO appointed in February 2026 to support scaling.

Name

VESTBERRY

Legal name

Vestberry, s.r.o.

Website

https://vestberry.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Vestberry is an AI-powered SaaS platform that centralizes fund, portfolio, and LP data for venture capital and private equity firms. It replaces fragmented spreadsheets with structured data extraction, an AI assistant (Tony), and reporting tools across 500+ funds tracking $45B+ in AUM.

Ownership category

akta.pro rank

Product category

Venture Capital Portfolio Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Venture capital software
• Portfolio management platform
• Fund reporting tools
• AI portfolio intelligence
• LP reporting software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription — Portfolio Management Platform: Vestberry operates as a SaaS platform providing subscription-based access to its portfolio intelligence software. Clients (VC/PE firms) pay for platform access, data management, reporting, and analytics features. The pricing model is enterprise/subscription-based, with the primary CTA being 'Book a demo' suggesting a consultative, quote-driven sales process rather than publicly listed pricing. The platform serves as a single source of truth for fund and portfolio data, replacing scattered spreadsheets with centralized, AI-powered data management.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Vestberry provides an AI-powered portfolio intelligence SaaS platform for venture capital and private equity firms. The platform consolidates fragmented portfolio data into a single source of truth, automates LP reporting and audit workflows, and uses AI to extract structured information from unstructured documents (investment agreements, board decks, cap tables). Its AI assistant Tony enables natural language queries over fund and portfolio data, and the platform supports multicurrency tracking, Excel add-in exports, and 300+ integrations with the broader VC tech stack.

Product overview

Vestberry is an AI-powered portfolio intelligence platform for venture capital firms, combining Tony (AI co-pilot), LP Portal, Excel Add-in, and portfolio management modules into a unified system. Tony provides natural language interfaces and autonomous agent capabilities powered by Model Context Protocol, while the platform offers Data Collection, Single Source of Truth consolidation, Reporting & Audits compliance, and Portfolio Intelligence analytics across the investment lifecycle. The modular architecture allows firms to use individual components or the full platform.

Differentiator

Problem solved

Functional benefit

Brands

• Tony: AI assistant for venture capital that lives across Vestberry's portfolio intelligence platform, reasoning over fund and portfolio data using a broad, granular data model.
• Venture Intelligence Day

Products and services

• Vestberry Portfolio Management Platform Centralized SaaS platform for VC and PE funds to consolidate portfolio company data, track capital structure and KPIs, manage fund and LP economics, and run automated reports. Serves fund managers, CFOs, COOs, and General Partners at VC/PE firms managing multi-vehicle funds.
• Tony — AI Assistant for Venture Capital An AI co-pilot for venture capital teams that reasons over fund and portfolio data, supports natural language queries, and is being expanded from a reactive copilot into proactive monitoring and specialized agents. Exposed via the open Model Context Protocol (MCP) for interoperability with external AI systems.
• LP Portal Secure portal for limited partners of VC/PE funds to access fund documents, track capital accounts, and monitor portfolio company performance. Enables VCs to securely share specific files and performance metrics with their LPs.
• Excel Add-in Microsoft Excel integration that enables bidirectional data sync between the Vestberry platform and Excel spreadsheets. Supports branded LP reports with custom logos, colors, and fonts; available on Windows, Mac, and Excel Online.

Quantifiable outcome

• Custom regulatory report preparation reduced from over a day to just a few hours (3VC case, €200M AUM, 16 companies)
• +4 more outcomes

Named customers16 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability8 records

Feature10 records

Partnerships

Three partnerships are on record, tiered core and major.

• Microsoft ExcelcoreTechnology or IntegrationCore integration partner. Vestberry's Excel Add-in provides two-way data flow between the platform and Excel, available for Windows, Mac, and Excel Online via the Microsoft Office Store. Smart pre-defined functions load performance metrics and lists. Enables branded LP reports with logos, colors, and fonts.
• Anthropic (Claude / MCP)coreTechnology or IntegrationStrategic technology integration. Vestberry's data model is exposed through the Model Context Protocol (MCP) open standard, enabling Claude and other Anthropic AI systems to reason over live Vestberry fund and portfolio data. This MCP integration allows external AI tools to query Vestberry's data, representing a core interoperability and extensibility partnership.
• Venture Intelligence Day Sponsors & PartnersmajorGTM or Marketing PartnerAnnual event series with 40+ sponsor logos from the VC and startup ecosystem including Overdrive, Autotech, Versatile, Flybridge, Mastercard Foundation, Intel Capital, Galaxy, LeftLane, TVF, TRAC, Lightspeed, Pronghorn, Ensemble, Activant, Angelini, Newfund, Inflection, EnBW, Storytelling Studio, Elevator Ventures, P1O1, KEEN, Zero One Hundred, ROI Ventures, InvestNL, Harmonic, European Investment Bank, Atomico, NGP Capital, BlackWood Ventures, Balderton Capital, and Earlybird. Sponsorships enable brand presence, lead generation, and community positioning among target VC buyers.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Carta: Dominant cap-table and equity management platform that has expanded into fund administration, LP management, and portfolio intelligence for VCs. Direct overlap with Vestberry on portfolio monitoring, LP reporting, and fund-level analytics for VC and PE firms.
• Affinity: Relationship intelligence platform purpose-built for dealmakers including VCs. Competes with Vestberry on CRM-adjacent workflows, deal sourcing, and increasingly portfolio management and investor reporting features.
• Visible.vc: VC-focused portfolio monitoring and investor updates platform. Direct competitor to Vestberry on portfolio tracking, KPI collection from portfolio companies, and LP-facing reporting for venture funds.
• Juniper Square: Investor portal and fund management software primarily serving real estate and private equity GPs. Comparable to Vestberry on LP reporting, fund accounting data flows, and investor relations workflows for alternative asset managers.
• Ledgy: Cap table and equity management platform for startups and investors, with growing portfolio monitoring capabilities for VCs. European-headquartered direct competitor with overlap on cap-table data model and LP-relevant reporting.
• FundCount: Investment accounting and reporting software for hedge funds, PE, and VC. Competes on portfolio accounting, multicurrency reporting, and LP statements — areas where Vestberry also positions strongly.

Broad incumbents

• Addepar: Wealth and asset management technology platform serving large advisors, family offices, and institutional investors. Broader incumbent with portfolio analytics and reporting capabilities that overlap with Vestberry's higher-end PE/LP use cases.
• AngelList: Platform for venture fundraising, deal flow, and fund operations. Overlaps with Vestberry on fund formation, LP management, and increasingly portfolio intelligence for VC fund managers using Rolling Funds and syndicates.
• Allvue Systems: Alternative investment management software for PE, VC, and credit funds with portfolio monitoring, fund accounting, and LP reporting modules. Larger incumbent with broader enterprise footprint than Vestberry.
• iCapital: Alternative investments platform connecting advisors and LPs to PE, VC, and hedge funds. Adjacent competitor on LP-facing reporting and GP enablement for alternative asset managers serving institutional investors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/vestberry
• Xx.com/vestberry

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds4 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about VESTBERRY