This automation helps investors gather monthly KPIs from portfolio companies without chasing founders by email. It sends requests, collects responses, and consolidates the data into a single monitoring view.
What's Included
- Request scheduling: Send KPI requests to each founder on a recurring cadence.
- Response intake: Capture revenue, burn, runway, and headcount into a structured form.
- Consolidation: Roll up all company metrics into one portfolio dashboard.
- Gap reminders: Automatically nudge companies that haven't reported yet.
How To Use
- Add your portfolio companies and contacts to Taskade.
- Define the KPIs and reporting cadence you need.
- Let the automation send requests and collect responses.
- Review the consolidated dashboard and follow up on gaps.
Connect 100+ integrations to sync forms and email, and see more investor automations for portfolio monitoring.