Fundraising Investor CRM
Track investors from intro to commitment, log meeting questions, and get weekly next steps. Free to clone.
Fundraising Investor CRM is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Runway. Its automations include Monday fundraising brief, Monthly investor update draft and Meeting notes follow-through.
by @taskade
What you can do with Fundraising Investor CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Fundraising Investor CRM works
- Monday fundraising brief: when Every Monday at 8 AM, then Read meetings and Read investors.
- Monthly investor update draft: when On the first of every month, then Read recorded updates and Draft the investor update.
- Meeting notes follow-through: when a meeting is added, then Pull out questions and next step and Save meeting follow-through.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Runway
- Automations: Monday fundraising brief, Monthly investor update draft, Meeting notes follow-through
- Workspace: 4 projects, 2 AI agents, 3 automations