Automated Financial Due Diligence
Fundraising diligence moves at the speed of data. When you update your target company checklist, automatically pull the financial statements you need to evaluate them.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Diligence spreadsheets sprawl across tools, and hunting for current balance sheets during investor meetings creates scrambling and missed signals.
- Pull balance sheets for target companies instantly
- Keep financial data current without manual updates
- Centralize diligence data in Linear
- Make faster investment decisions with live financials
Setup
Build it in a few focused steps.
- 1Connect your Linear and Alpha Vantage accounts via the Notis portal
- 2Tell Notis: 'When I update a due diligence or target company issue, fetch the annual and quarterly balance sheet for that company'
- 3Set 'Issue Updated' as your trigger and select your notification destination
- 4Test with a sample due diligence issue update (e.g., mark a company as 'in review')
- 5Notis will pull and summarize the latest financial statements each time you update the tracking issue
Questions about this workflow
How does Notis find the right company balance sheet?
Notis reads the company name or ticker in your issue title or description. Refine your prompt if needed: 'Extract the ticker from the issue and fetch its balance sheet.'
What if I'm tracking pre-IPO companies without public financials?
Alpha Vantage covers public companies. For private company diligence, keep those issues separate or add manual balance sheet attachments to Linear as Notis runs.
Can I get multiple years of balance sheets?
Yes. Expand your prompt: 'Fetch annual balance sheets for the last three years.' Notis will pull historical financials for trend analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Alpha vantage. A trigger fires from one place; an action lands in another.
Linear triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Commodities Price Index
Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
Comment Received Trigger
Triggered when a comment is received.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Issue Created Trigger
Triggered when a new issue is created.
Brent Crude Oil Prices
Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Global Coffee Price
Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
Linear and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Alpha vantage.