🔬 Investor Thesis Research Automation with AI

Automatically research emerging sectors and compile thesis documents with AI agents that scan the web 24/7.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every day

Schedule

Then 1

Agent

Investor Analyst

Ask an agent · Taskade AI

Knows
your thesis and portfolio
Remembers
every conversation with each fund

Then 2

Create Project

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Taskade Genesis builds an always-on thesis research machine from one prompt — AI agents monitor market signals, compile evidence, and update your investment thesis documents in real time.

What Is Investor Thesis Research Automation?

Investor thesis research automation continuously monitors news, academic papers, company announcements, and market data to surface relevant signals, then compiles and updates your thesis documents so they reflect the current state of each sector.

Why Use Investor Thesis Research Automation?

Thesis development is an ongoing process, not a one-time exercise. With Taskade Genesis:

  • Continuous monitoring — agents with built-in tools scan sources on a schedule you set
  • Evidence compilation — relevant findings are automatically appended to the right thesis section
  • Competitor intelligence — track competing firms' investment activity to sharpen your differentiation
  • Persistent memory — the agent builds a compounding knowledge base on each thesis topic over time
  • Mind Map view — visualize how sub-themes connect within a thesis across all your research

Who Should Use Investor Thesis Research Automation?

  • Emerging VC managers developing their first differentiated sector thesis
  • Corporate venture analysts mapping the competitive landscape of a target sector
  • Research analysts at endowments or sovereign wealth funds
  • Angel investors building conviction in a new vertical before deploying capital
  • LP due-diligence teams evaluating a manager's thesis rigor

How To Automate Thesis Research?

  1. Clone the thesis research template from /automate — define your sectors and begin immediately.
  2. Prompt the AI agent with your thesis questions; it searches the web and structures findings into sections.
  3. Set a recurring research automation — the agent scans for new developments weekly and updates the doc.
  4. Use the Mind Map view to spot connections and gaps across your thesis landscape.
  5. Export a formatted thesis brief for IC presentation with one prompt.

Thesis development on continuous pilot. See more at /agents and /learn/agents/custom-agents.