Build context around investor portfolios
Review available portfolio information as part of a calm, repeatable funding research routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Understanding an investor's holdings takes time when portfolio research happens as a series of disconnected lookups.
- Makes portfolio research more repeatable
- Summarizes returned holdings for review
- Supports focused fundraising preparation
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the portfolio research outcome.
- 3Specify the investor scope and ask Notis to summarize relevant returned portfolio details.
- 4Choose a recurring Notis schedule and a run report destination.
- 5Test with one real investor query and confirm the returned data is relevant.
Questions about this workflow
Can it predict whether an investor will fund a company?
No. Portfolio information can support research, but it does not establish investment intent.
What investor scope should I provide?
Name the investors or criteria you want to research in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Crustdata. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Fetch investor portfolio data
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Connect any two apps with Notis in the middle.
Agile CRM and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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