Works where your firm already works.
Connect your stack 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.
Spreadsheets
Call notes land on the right company. Decisions, commitments, and follow-ups pull straight into the record.
Meeting notesDecks, memos, and reports file themselves against the right company. The firm’s documents become part of the record.
DocumentsYour record, legible to the AI your firm already uses. Claude or any MCP client can query pipeline, LPs, and portfolio.
AI accessCompanies arrive enriched: funding, team, and momentum from live startup data, scored against your thesis.
Enrichment
Deal and market data lands beside your own record, for context on every company you track.
Coming soonOwnership and valuation data joins the portfolio record without manual re-entry.
Coming soonCalls become notes, decisions, and follow-ups on the right company record.
Coming soonWhere your team already talks. Ask the record a question and get the answer back in channel.
Coming soonMemos, wikis, and internal docs stay where they live, and the record reads along.
Coming soonNo integrations match.
Clear the filters, or tell us what your firm runs on. We build integrations per request for design partners.
Don’t see your stack?
We build integrations per request. Tell us what your firm runs on and we’ll wire it into the record.