Vestberry

vestberry is a portfolio management platform for venture capital and private equity funds, offering analytics, reporting, and data automation integrating with make com enables automated data workflows, streamlining investment management and reporting processes for fund managers limited documentation we currently can't provide complete documentation for vestberry because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from vestberry and public sources to create detailed guides vestberry modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add a note to a portofolio creates and attaches a new note to your selected item add a portfolio company creates a new portfolio company in your account get notes retrieves a list of all your notes get a fund by id retrieves detailed information about a specific fund using its id get a metric for a fund fetches detailed performance metrics and data for a specific investment fund get a metric for a portfolio company retrieve detailed metrics for a specific portfolio company list new portfolio company report retrieve a list of newly created portfolio company reports list portfolio companies retrieves a list of all portfolio companies associated with your account make an api call allows you to make a custom api request to the service using your authorized account search files searches for a specific fileconnection in your account search funds fetches information about available funds in your account search portfolio company finds and retrieves key performance indicators (kpis) for a specific portfolio company upload file uploads a file directly to a specific fund and its associated portfolio company of your choice watch new notes triggers when a specific note is being monitored for changes or updates watch new portfolio companies triggers when someone starts watching a specific portfolio company, so you can stay updated on new followers watch new portfolio company report triggers whenever a portfolio company submits a new report, so you can take action or track updates automatically watch portfolio company kpis triggers when specific kpis for a selected portfolio company are monitored watch for files triggers when the module detects any changes or updates to a specific file templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} vestberry resources you can have access to more resources related to this app on the following links https //community make com/search?q=vestberry https //vestberry com/ https //vestberry com/ https //www make com/en/integrations/vestberry help us improve this documentation have experience with vestberry? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone