A live investor tracking workspace for early-stage founders managing fundraising pipelines, board updates, and key financial metrics in Taskade.
What's Included
- Fundraising Pipeline: Stages from Warm Intro to Term Sheet to Close with investor details and last-touch dates
- Key Metrics Dashboard: MRR, runway, burn rate, and NPS in a Table view with daily Stripe sync
- Board Update Agent: AI agent reads your metrics weekly and drafts the full investor update email
- Runway Alert Automation: When runway drops below 9 months, an automation triggers a strategic review prompt
- Investor CRM: Contact details, fund thesis, check size, and meeting notes per investor
How To Use
- Clone this agent into your Taskade workspace
- Add your target investor list and customize the pipeline stages
- Connect Stripe and QuickBooks for live MRR and runway pulls
- Train the Board Update Agent on your investor narrative and tone
- Set up automation triggers for weekly metric pulls and runway alerts
The Board Update Agent drafts investor emails in 15 minutes so you stop spending Sunday nights writing updates. Browse more founder apps in the Community Gallery.