Taskade Genesis creates a shared co-investor coordination hub from one prompt — every party sees their allocation, docs are routed automatically, and the close moves at the pace of the fastest signer.
What Is Co-Investor Coordination Automation?
Co-investor coordination automation manages the multi-party closing process: allocating pro-rata rights, dispatching signature requests, tracking wires, and consolidating cap table updates — so the lead doesn't spend closing week chasing co-investors.
Why Use Co-Investor Coordination Automation?
Multi-party closes are logistically complex and slow. With Taskade Genesis:
- Allocation tracking — each co-investor's allocation, wire status, and signature progress is visible in real time
- Automated reminders — agents follow up with unsigned or unwired parties on a schedule
- Document routing — subscription agreements and side letters are dispatched to the right party automatically
- Relationship linking — co-investors connect to their SPV, allocation, and legal contact records
- Client portal access — each co-investor logs into their own secure view (Business+)
Who Should Use Co-Investor Coordination Automation?
- SPV operators managing 10–50 co-investors per deal
- Syndicate leads coordinating AngelList or rolling fund closes
- Lead VCs managing pro-rata allocations for follow-on rounds
- Family offices coordinating club deals across member families
- Placement agents closing large LP syndicates in parallel
How To Automate Co-Investor Coordination?
- Clone the co-investor coordination template from /automate — add investors and allocations immediately.
- Set up client logins (every plan) and match each co-investor's records to their login, then test it, so they see only their allocation and required documents.
- Automations dispatch signature requests and wire instructions to each party on their schedule.
- The AI agent tracks responses and sends reminders to stragglers automatically.
- Monitor the close in a Table view — every party's status updates in real time.
Close your round without the coordination chaos. Learn more at /ai/apps and /apps.