Investor Dashboard
Investor Dashboard is a dashboard that keeps your investor updates, pitch deck and key numbers in one place. It replaces the spreadsheet and the scattered emails you use to keep investors informed. Inside are 5 projects and two AI assistants, one for investor relations and one for investor research. Automatic updates sync your pitch deck, refresh your key numbers and run investor research. Clone it free, then switch on the automations you want.
Investor Dashboard is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Investor Relations Agent and Investor Research Agent. Its automations include Pitch Deck Sync Flow, KPI Dashboard Refresh and Investor Research Flow.
560 installs · 2 likes
by @taskade
What you can do with Investor Dashboard
- 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 Investor Dashboard works
- Pitch Deck Sync Flow: Create New Deck Version.
- KPI Dashboard Refresh: Find Existing Metric and Update Metric.
- Investor Research Flow: when Research Investor, then Search Crunchbase and Search LinkedIn.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Investor Relations Agent, Investor Research Agent
- Automations: Pitch Deck Sync Flow, KPI Dashboard Refresh, Investor Research Flow
- Workspace: 5 projects, 2 AI agents, 4 automations