Vestberry

vestberry is a portfolio management platform for venture capital and private equity firms, offering analytics, reporting, and collaboration tools integrating with make com enables automated workflows, streamlined data sharing, and enhanced reporting across investment management processes 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 a new note in your selected app add a portfolio company creates a new portfolio company record in your account get notes retrieves a list of notes from your account 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 for a specific investment fund get a metric for a portfolio company retrieve detailed performance metrics for a specific portfolio company list new portfolio company report retrieve a list of recently added 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 available funds from your account search portfolio company finds and retrieves key performance indicators (kpis) for a specific portfolio company upload file uploads a file directly to the fund and portfolio company you choose watch new notes triggers when someone starts watching a note, so you can take action whenever a note gains a new watcher watch new portfolio companies triggers when someone starts watching a specific portfolio company, so you can stay updated on its activity watch new portfolio company report triggers when a portfolio company submits a new report, so you’ll be notified as soon as their report is received watch portfolio company kpis triggers when specific kpis for a selected portfolio company are being monitored watch for files triggers when a new file is detected or an existing file is updated in the specified location 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