Opsberry continuously builds and maintains your firm’s understanding of companies, relationships, documents, metrics, and conversations, powering investing, portfolio management, and investor relations from a single source of context.
The master spreadsheet. The meeting prep. The follow-up someone remembered at 11pm. It all works because someone on your team holds it together by hand.
Opsberry does the holding.
Thursday, 6:40 AM. Briefs for today’s investor meeting assembled overnight: summaries, latest metrics, open questions. Every number cites its source.
A board deck lands in the inbox. The quarterly review updates itself. You see each change, where it came from, and approve.
A key LP hasn’t heard from you in 94 days. Opsberry noticed, and pulled together everything that’s happened since you last spoke.
A new CFO appears in a thread. Opsberry suggests the contact, title and company attached. One click and the record is current.
It reads everything. It cites everything. You approve everything.
Industrial automation for mid-size manufacturers, based in Detroit. Fund II led the $12M Series A alongside Foundry North. Maya Torres sends monthly updates; the board meets quarterly, next on Sep 18.
Maya Torres CEO · Priya Shah CFO, added Tuesday · Foundry North co-investor
Family office, committed across Funds I and II through MB Holdings II, LLC. Dana Chen is the primary contact. Prefers quarterly calls over email, wants to hear about industrial deals first, and spends winters in Scottsdale.
Dana Chen primary contact · MB Holdings II, LLC legal entity · Gabriel Ruiz tax counsel
Founder and CEO of Volta Metrics, grid analytics, now raising a Series A. First crossed the firm in 2025: two meetings, both logged. One person, every thread: the pass, the notes, the reintroduction, connected.
Partner call, pricing concerns notes · Mar 2025 · Demo day conversation notes · Jun 2025
Foundry North warm path · Northwind Robotics shared investor · Volta Metrics founder
It learned all of this from work your firm already did. Just like that.
The deals, the docs, the quarterly letters, the way you write to LPs.
No data entry. No import project. Nothing to keep up.
Nobody typed any of this in.
| Northwind Robotics | Q2 board deck | 19 mo |
| Vantage Grid | May financials | 4.5 mo |
| Corely | Q2 investor update | 5.2 mo |
Computed from cash on hand and burn. Two are under six months and mid-raise; both flagged for Thursday.
Three of 41. Meridian Bay Capital is at 94 days last call · May 11, with a full since-you-spoke summary ready. The other two are on this week’s follow-up list.
Twice. A partner call in 2025 flagged pricing concerns meeting notes · Mar 2025, and the firm passed at seed with the reason logged. They’re now raising an A, and the founder overlaps your network through Foundry North.
Ask in the app. Or from Claude, Town, or any MCP client your team already uses.
Same record. Same answers. Sources attached.
Wherever you work, your firm’s memory is already there.
One secure connection. 40 tools, 183 actions, every one audit-logged.
You set the weights: growth, team, fundraising, fit. Opsberry holds every company against them, every night.
New rounds, new metrics, new hires: scores move, tiers move, and the movers come to you.
The one that got away doesn’t.
Connect once. Opsberry keeps reading, filing, and updating from there. No export, no migration, no new workflow.
Threads and attachments become documents, metrics, and new contacts. The record updates from email your team already sent.
EmailEvery meeting arrives with context. Briefs assemble before you walk in, and touchpoints log themselves after.
CalendarThe master spreadsheet keeps its job. Metrics flow from the sheets your firm already maintains, source attached.
SpreadsheetsCall notes land on the right company. Decisions, commitments, and follow-ups pull straight into the record.
Meeting notesEverything synced cites its source, and you approve what changes the record. More connections on the way.
Opsberry doesn’t share your data, sell it, or train on it. The record it builds belongs to your firm.
Security controls independently audited, at a point in time and over time.
Your data is never used to train AI models. Not by us, not by our model providers.
AES-256 at rest, TLS 1.3 in transit. Everywhere it goes, everywhere it lives.
Opsberry never changes the record or sends anything on its own. You approve every change.
Every tool call, every edit, every answer. A complete trail of what touched the record.
Run Opsberry inside your firm’s own infrastructure. The record never leaves the building.
Opsberry was built inside CherryRock Capital and runs there every day, on real funds, real LPs, and a real portfolio. Not a vendor’s guess at how firms work: the system a firm built because nothing else did the job.
Raise. Diligence. Manage. Report. Raise again. Every pass through the loop, the record compounds.