Connect Vestberry integrations
Synthesize your venture capital portfolio data using Vestberry to establish an AI-powered source of truth for your entire investment team. Connecting this hub to our workflow automation tool lets you instantly pull startup KPI metrics, monitor submitted reports, and track custom fund valuations. Get started for free today to securely distribute your LP updates.
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App developer is Make partner.
This app is supported and maintained by our partner #makeitfuture..
Build your Vestberry integrations.
Enhance your venture capital operations by connecting Vestberry with Make. Automate key workflows and sync critical data across all your systems. Try Make now to integrate Vestberry.
Adds a note.
Adds a portfolio company.
Lists notes.
Gets fund by ID.
Retrieves metrics for a given fund.
Get metrics for given portfolio company.
List New Portfolio Company Report.
Lists portfolio companies.
Performs an arbitrary authorized API call.
Connect any app with Vestberry
Popular Vestberry workflows.
Connect Vestberry with Make to automate your venture capital workflows, sync portfolio data, and eliminate manual tasks.
Scale Your Portfolio Operations by Automating Vestberry on Make
Connect Vestberry with Make to automate your investment workflows. Automatically sync CRM data, send real-time Slack updates, and backup reports to Google Drive to keep your portfolio metrics current.
Seamlessly transfer won deals from your CRM to Vestberry to instantly set up new portfolio companies without manual data entry.
Instantly notify your team on Slack or Microsoft Teams whenever portfolio metrics or investment details are updated in Vestberry.
Automatically backup and organize your generated investor reports from Vestberry straight into cloud storage like Google Drive or Dropbox.
Automatically feed financial updates from external spreadsheets or forms directly into Vestberry to keep your portfolio metrics current.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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