In today’s digital age, the seamless integration of technology tools is vital for venture capital operations. Platforms like Slack, Gmail, Google Sheets, and Notion are not just software; they are the backbone of daily workflows. But the real magic happens when these tools work together harmoniously, eliminating redundancies, saving precious time, and refining workflows to keep teams focused on their core objectives.

At Vestberry, we recognize our role within the expansive tech ecosystem for VC funds. Driven by the need to foster connectivity and streamline operations, we’ve embarked on an innovative solution. We’ve crafted a dedicated node on the intuitive automation platform, Make.com. This blog post will explore how your fund can leverage automation to transform routine tasks into automated processes, freeing up your team to tackle more strategic challenges.

How Vestberry can become a part of your operations

Get portfolio notifications in slack

Slack and Microsoft Teams are frequently used for team communication. Vestberry can integrate with these platforms to send regular updates directly to your channels, informing colleagues about portfolio changes or key metrics like Annual Recurring Revenue (ARR), Revenue, or Internal Rate of Return (IRR). This efficient information sharing enhances response times and decision-making. With this, Vestberry integration streamlines communication and facilitates timely updates.

Integrate Key portfolio Metrics into Notion

Notion, favored by VCs for its broad functionality and customization, is often used to create internal wikis and manage funds. Its automation feature integrates with Vestberry, allowing you to enrich your pages with key financial metrics such as investment cost, fair value, IRRs, multiples, or capital gain, updated daily. This data integration and customization streamline your portfolio management and decision-making process at your preferred interface, such as Notion.

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Push data from Vestberry to Google sheets

Our system is capable of pushing portfolio and fund data directly to Google Sheets, providing an efficient and seamless integration process. This feature can prove to be extremely beneficial if your main technology stack is built around the Google Suite. In such a case, Google Sheets would likely serve as your main interface for data analysis. Pushing data directly to Sheets eliminates the need for manual data entry, thereby saving time and reducing the possibility of errors. It streamlines your workflow and enhances the accuracy of your data analysis efforts.

Pull data from Google sheets to Vestberry

Are you currently utilizing Google Sheets as your main tool to gather and organize information, and you’re thinking of a way to efficiently upload this data to Vestberry in the form of a note? This can be easily achieved by setting up a recurring workflow. The automated process is triggered every time a new row of data is added to your Google Sheets. This method not only simplifies the data transfer but also ensures that the information you collect is promptly and accurately reflected in Vestberry.

Automate data flow between your CRM and Vestberry

Keeping your CRM system and Vestberry in sync is essential to avoid duplicate data and potential errors. This integration automatically updates entities in both applications, improving efficiency. For instance, when a new portfolio company is added in Vestberry, it’s automatically created or updated in HubSpot. This synchronization ensures your data is consistent across both platforms, saving time and reducing the chance of discrepancies.

Advanced workflow ideas for inspiration

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Workflow automation can go beyond simple app integrations and data transfers. For instance, here is a complex integration involving multiple platforms like Vestberry, Slack, Gmail, Calendly, and ChatGPT.

A concise update about your portfolio companies’ status summarised by ChatGPT is sent to a Slack channel, ensuring you’re always informed and can react promptly. You can respond with an emoji, which triggers the next workflow.

This reaction schedules a sync call with the portfolio company via Calendly and Gmail, automating the meeting setup. This efficient system allows you to focus on what’s essential – your portfolio companies that need your attention at the right time.

Collect data through voice messages

Here’s an example of an advanced workflow incorporating a voice collection form (WhatsApp or another messenger of your preference), ChatGPT, and Vestberry. For investors focusing on angel to seed rounds, you understand how challenging it is to gather data from your portfolio companies. Often, small teams prioritize searching for product-market fit, developing products, and building customer traction. As a result, compiling comprehensive profit and loss statements on a monthly basis rarely makes it to the top of their to-do lists.

Now, imagine if your portfolio companies could simply send a voice message with their updates. An automated workflow using ChatGPT would transcribe this message into text, extract key information, and summarise it into highlights and lowlights. This summary would then be automatically saved as a note in Vestberry. Additionally, by sending monthly reminders to all your portfolio companies, gathering updates becomes a seamless process for early-stage founders, reducing friction and enhancing communication.

Interested in Expanding Your Knowledge on Workflow Development Using Make?

The Make Academy, a free digital platform, offers a wide range of courses to help you learn and master Make, a powerful automation tool. You can enhance your technical expertise and obtain certifications at your own pace, boosting your professional credibility. With knowledge from the Academy, you’ll be able to streamline your operations and improve productivity.

Interested in setting up Vestberry in Make? Reach out to your customer success manager or write us at support@vestberry.com