Investment Proposal Generator
Investment Proposal Builder with Return Calculator. Build an investment proposal per deal with preferred return, split and equity multiple. Track every investor commitment. Free to clone.
Investment Proposal Generator is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 6 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Prospectus. Its automations include Deal opened proposal summary, Draft risk section and Update posted notify list.
by @john
What you can do with Investment Proposal Generator
- 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 Investment Proposal Generator works
- Deal opened proposal summary: when a deal is set Open, then Find the deal risks and Ask Prospectus to draft the summary.
- Draft risk section: Ask Prospectus for risk draft.
- Update posted notify list: when an update is set Posted, then Find funded investors and Join the investor list.
Built with Taskade Genesis
- Category: Tools
- AI agents: Prospectus
- Automations: Deal opened proposal summary, Draft risk section, Update posted notify list
- Workspace: 6 projects, 1 AI agent, 4 automations