This automation helps fund managers make disciplined follow-on decisions by tracking each company's progress, reserve allocation, and upcoming rounds in one view. It prevents reserves from being deployed on momentum alone.
What's Included
- Reserve ledger: Track committed and remaining reserves per company.
- Signal tracking: Log milestones, round timing, and performance against plan.
- Pro-rata calculator: Estimate the check needed to maintain ownership.
- Decision log: Record the rationale for each follow-on or pass.
How To Use
- Enter your reserve allocations and each company's status into Taskade.
- Update milestones and round signals as they develop.
- Let the automation flag companies approaching a follow-on round.
- Review the signals and log your pro-rata decision.
Use AI agents to summarize signals and find more investor automations for portfolio strategy.