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.
Triggers and actions
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Vestberry
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.
Automatic CRM-to-Portfolio Syncing
Seamlessly transfer won deals from your CRM to Vestberry to instantly set up new portfolio companies without manual data entry.
Effortless Document Archiving
Automatically backup and organize your generated investor reports from Vestberry straight into cloud storage like Google Drive or Dropbox.
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Real-Time Team Alerts
Instantly notify your team on Slack or Microsoft Teams whenever portfolio metrics or investment details are updated in Vestberry.
Simplified Data Collection
Automatically feed financial updates from external spreadsheets or forms directly into Vestberry to keep your portfolio metrics current.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.