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Connect Vestberry integrations

Govern your venture capital portfolio metrics by connecting Vestberry to Make. Integrating this platform with our workflow automation tool lets you instantly collect startup performance data, update investor reports, and sync custom metrics. Route LP updates and track fund performance. Sign up for free today to build your first portfolio data pipeline.

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Build your Vestberry integrations.

Maximize your venture capital operations by building custom Vestberry integrations. Make lets you automate Vestberry workflows and sync data with your tech stack. Try Make for free today to integrate Vestberry.

Vestberry
Add a Note to a Portofolio

Adds a note.

Action
Vestberry
Add a Portfolio Company

Adds a portfolio company.

Action
Vestberry
Get Notes

Lists notes.

Search
Vestberry
Get a Fund by ID

Gets fund by ID.

Action
Vestberry
Get a Metric For a Fund

Retrieves metrics for a given fund.

Action
Vestberry
Get a Metric For a Portfolio Company

Get metrics for given portfolio company.

Action
Vestberry
List New Portfolio Company Report

List New Portfolio Company Report.

Search
Vestberry
List Portfolio Companies

Lists portfolio companies.

Search
Vestberry
Make an API Call

Performs an arbitrary authorized API call.

Action

Connect any app with Vestberry

Popular Vestberry workflows.

Connect Vestberry with Make to automate your portfolio management. Sync data with your favorite tools and eliminate manual entry.

Connect Vestberry with Make to Automate Your Portfolio Workflows

Connect Vestberry to your tech stack using Make. Automatically sync your CRM data, send instant team notifications, archive critical documents, and distribute investor reports without manual hassle.

Automated Data Collection

Automatically funnel financial metrics and KPIs from portfolio companies directly into Vestberry from forms or spreadsheets.

Seamless Deal-to-Portfolio Transition

Automatically create new portfolio profiles in Vestberry the moment a deal is marked as closed in your CRM.

Instant Team Notifications

Keep your investment team aligned by sending instant Slack or Microsoft Teams alerts whenever key portfolio data is updated in Vestberry.

Effortless Report Distribution

Automatically deliver newly generated investor reports from Vestberry straight to your limited partners via email.

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

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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