Add portfolio context to investor research
Send an investor or campaign research request to Notis and use Crustdata to retrieve portfolio data for your review.
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 can become a disconnected task when portfolio context is scattered across separate sessions.
- Retrieve portfolio information for investor analysis.
- Keep the research question connected to supplied context.
- Review results in the same run report as the request.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction, stating which investor context to look up and how it relates to the campaign research.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real investor research example.
Questions about this workflow
What kind of information does the action retrieve?
It retrieves investor portfolio data, including holdings, performance metrics, and other relevant data points where available.
Does the request need investor context?
Yes. Include enough identifying context in the request or instruction for the lookup to be meaningful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Crustdata. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell 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.