Focus investor research around your fundraising plan
Send an investor query and get public context alongside portfolio information to help you prepare your next fundraising decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor research gets time consuming when portfolio details and public context have to be gathered separately.
- Bring investor portfolio data into a focused review.
- Add public context to fundraising research.
- Use your stated investment criteria to guide the summary.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to research the submitted investor with Agenty, retrieve Crustdata portfolio data, and summarize relevance to the funding criteria you provide.
- 4Choose the webhook trigger and select where run reports should go.
- 5Submit one real investor query to test the result.
Questions about this workflow
Can it recommend which investors to contact?
It can summarize portfolio fit against criteria you provide, but the decision remains yours.
Will it include investment performance?
The action may return performance metrics and holdings where available. The summary should distinguish returned information from missing data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Crustdata. A trigger fires from one place; an action lands in another.
Agenty triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Agenty and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Crustdata.