AI Fundraising CRM Agent on Taskade Genesis. Tracks every investor conversation across email, calls, and DMs. Drafts personalized follow-ups in your voice. Surfaces the threads that have gone silent and need a nudge before they die.
What's Included
- Conversation Log: Every email / call / DM with an investor gets logged into the Pipeline
- Stage Tracker: First touch → intro call → partner meeting → diligence → term sheet — visible across the whole pipeline
- Personalized Follow-Up: The drafter agent reads each thread + the investor's profile + your stage and writes the next outreach
- Silent-Thread Alert: 7-14 days of silence on an active thread → Slack ping with a draft 'gentle bump'
- Warm-Intro Drafter: When you need an intro to a specific investor, the agent drafts the ask email to your mutual connection
How To Use
- Clone this app
- Drop in your current investor pipeline (CSV or paste)
- Connect Gmail via integration so all investor email auto-logs
- The fundraising agent starts drafting follow-ups + silent-thread alerts after week 1
▲ ■ ● Memory · Intelligence · Execution.