How Pale blue dot cut LP reporting workload by 75% without sacrificing quality

Uncover relationship connections within your portfolio

Automate matching of contacts and companies between both tools, instantly providing valuable insights into your network. Be in control of what data is exchanged and when, and focus on what matters most: optimizing your portfolio and identifying new investment opportunities.

Automate matching of contacts and companies between both tools, instantly providing valuable insights into your network. Be in control of what data is exchanged and when, and focus on what matters most: optimizing your portfolio and identifying new investment opportunities.

REAL-TIME DATA CONNECTION

HOLISTIC PORTFOLIO OVERVIEW

Leverage new insights 
to elevate your portfolios performance

ENHANCED STAKEHOLDER INSIGHTS

Drive Better Investment Decisions by Connecting with the Right People

In Vestberry, enriched stakeholder information with Affinity's relationship intelligence, creates a powerful overview of the most prominent stakeholders across all your portfolio companies. Finding the right person to discuss secondaries, explore co-investment opportunities, or share plans has never been easier.

Connect the dots across your investment journey with Affinty integration

TWO WAY DATA FLOW

Empower Your Dealmakers with insights from your portfolio

Equip your dealmaking teams with the metrics they need to make informed decisions. Or effortlessly send essential connection details and relationship 
strength metrics from Affinity to Vestberry. 
The integration adapts to your needs, empowering your teams to work efficiently and make well-informed decisions.

How Pale blue dot 
cut LP reporting workload by 75% without sacrificing quality

Your chance to reveal key stakeholders and new insights within your portfolio!

Our Affinity integration enables Venture Capital investors to discover influential connections and hidden insights, expediting their portfolios to success.

Combine your Relationship and Portfolio
Intelligence

AFFINITY INTEGRATION

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Pale blue dot’s challenges

Imagine relying solely on Google Sheets as your data tool, only to realize it no longer scales with your growing operations. That’s what happend to the Pale blue dot team. 
Read this case study to learn how Pale Blue Dot solved the following challenges:

Have the option to tracking investment round details like number of shares, price per share and valuations

Eliminate manual data inputs and ensure easy access to important information for the whole team

Streamline internal reporting to save time and avoid overwhelming team's capacity

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Portfolio Management

CASE STUDY