Taskade Genesis creates a live deal flow tracker from one prompt — AI agents score inbound opportunities, route them to the right partner, and schedule follow-ups without any manual sorting.
What Is Deal Flow Tracking Automation?
Deal flow tracking automation captures new opportunities from every source (email, LinkedIn, referrals, pitch decks), scores them against your thesis, and routes them through a structured review process — automatically.
Why Use Deal Flow Tracking Automation?
High-volume deal flow creates noise. Automation turns noise into signal. With Taskade Genesis:
- Automatic intake capture — forms and email integrations feed new deals directly into your database
- AI scoring — agents evaluate fit against your investment thesis using frontier models
- Smart routing — deals are assigned to the right reviewer based on sector or stage rules
- Relationship linking — connect founders, firms, and co-investors via the Relationship field
- Board view — visualize every deal by stage at a glance
Who Should Use Deal Flow Tracking Automation?
- Early-stage VCs processing hundreds of cold inbounds each month
- Corporate venture arms filtering deals for strategic fit
- Family offices evaluating direct investment opportunities
- Angel groups coordinating screening across a member committee
- Accelerator program managers reviewing applications at scale
How To Automate Deal Flow Tracking?
- Clone the deal flow tracker from /automate — your intake form is live immediately.
- Connect inbound channels (email, LinkedIn, typeform) via 100+ integrations.
- The AI agent scores each submission and tags it by sector, stage, and thesis fit automatically.
- Automations route deals to the right reviewer and schedule a first-look meeting on their calendar.
- Track every deal from screening to pass or invest in a single Board view.
Never lose a great deal to inbox chaos. Explore /agents and /learn/automation/automations-execution.