This automation helps investors onboard newly funded portfolio companies with a guided sequence that covers introductions, reporting setup, and access to firm resources. It starts each relationship organized instead of ad hoc.
What's Included
- Welcome sequence: Send intros to the partner, platform team, and key contacts.
- Reporting setup: Establish the KPI cadence and template with the founder.
- Resource access: Share the firm's playbooks, perks, and support channels.
- Onboarding checklist: Track each step to a fully onboarded company.
How To Use
- Add the newly funded company and contacts to Taskade.
- Trigger the onboarding sequence after the deal closes.
- Let the automation send intros and reporting setup steps.
- Track the checklist until onboarding is complete.
Use AI agents to draft welcome messages and see more investor automations for portfolio relations.