VC Dealflow CRM
VC Dealflow CRM: Screening, Votes and Diligence. Run angel and syndicate dealflow: startup submissions, screening scores, partner votes, passes with reasons and diligence checklists. Free to clone.
VC Dealflow CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Scout and Scout Private. Its automations include Monday dealflow digest, Vote tally and decision and New submission fit note.
by @taskade
What you can do with VC Dealflow 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 VC Dealflow CRM works
- Monday dealflow digest: when Every Monday at 9 AM, then Find submissions waiting and Find open votes.
- Vote tally and decision: when a vote is added, then Count votes for this deal and Decide tally outcome.
- New submission fit note: when a submission is added, then Five days from now and Write thesis fit note.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Scout, Scout Private
- Automations: Monday dealflow digest, Vote tally and decision, New submission fit note
- Workspace: 6 projects, 2 AI agents, 3 automations