Workshop

From Raw Data to Executive Insights: Automating Portfolio Monitoring

About

In the fast-paced world of venture capital, manual reporting can be a major bottleneck. In this workshop, co-hosted with the European Innovation Council (EIC), Trinsik’s Senior Data Analyst Yun Yun Lin will pull back the curtain on how to build a scalable, automated reporting ecosystem. Discover how to transform raw Vestberry data through a structured data warehouse into insightful Power BI dashboards. Whether you are an investment officer looking for day-to-day portfolio tracking or an executive requiring automated board-level reporting, this session will show you the technical blueprint for turning fragmented data into clear, actionable intelligence.

Details

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14:00-15:00
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Workshop

Speakers

Yun Lin

Yun Lin

Senior Data Analyst
Iuliana Prundurel

Iuliana Prundurel

Portfolio Monitoring Associate

Moderators

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Keynotes

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