DataDear
Links Xero, QuickBooks Online, Practice Manager (WorkFlowMax) and HMRC to Excel for reporting and bulk upload and edit of data.
DataDearPaid
VESTBERRY
by VESTBERRYMicrosoft 365Price not published
Export portfolio, fund, investment, KPI, and ownership data from Vestberry into Excel reports and analyses.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
The Excel add-in exports portfolio and fund metrics, KPIs, ownership information, and other data from the Vestberry platform. Pre-designed data sheets provide static information, metric and KPI changes, and investment cap table snapshots. Predefined functions load performance metrics, KPIs, ownership information, and lists into Excel formulas. A formula builder helps locate data points, with documentation and explainer videos available.
Key capabilities
from the Microsoft Marketplace listingData sheet exports
Exports static information, performance metrics, KPI changes, and investment cap table snapshots from Vestberry.
Predefined functions
Loads performance metrics, KPIs, ownership information, and lists from the Vestberry platform.
Custom formulas
Combines Vestberry functions to create custom Excel reports.
Formula builder
Helps locate data points such as performance metrics and KPIs for use in reports.
Use cases
- Portfolio and fund teams can build Excel reports from Vestberry data.
- Investors can use exported metrics and KPIs for ad hoc analyses.
- Limited partner reporting can use data sourced from the Vestberry platform.
Who it's for
The add-in is for venture capital and private equity investors, portfolio and fund teams, and limited partner reporting workflows.
How it compares
Vestberry and DataDear both use cloud deployment, but Vestberry has unknown pricing while DataDear is paid. Lantern | Model and IEX Cloud Stock Data also use cloud deployment and have unknown pricing, like Vestberry. Vestberry was updated in May 2023, while IEX Cloud Stock Data was updated in Jan 2023; Lantern | Model was updated in May 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| DataDear | Paid | Cloud | |
| Lantern | Model | Price not published | Cloud | |
| IEX Cloud Stock Data | Not in catalog | ||
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«About Vestberry Vestberry is portfolio management and reporting software for venture capital and private equity. It manages nearly 5 billion of investments in companies such as Wolt, Carta, Stripe, and eToro. The software offers automation of workflow, reporting, and communication with limited partners and provides …»